Using the Mobile App

The Moneydance mobile app is a free companion to the desktop version of Moneydance (2019 or newer versions), and is meant to allow entry and modification of transactions while on the go.

Accounts, categories and recent transactions are synced from the computer to your mobile device.
Transactions entered or modified on your mobile device are then synced to your data file on the computer.

The mobile app offers remote syncing via Dropbox or iCloud (this is specific to Apple devices).
This allows you to sync all of your devices remotely anywhere you have access to the internet. Transactions entered when you don't have internet access will be synced the next time you connect.

You can find the steps to set up syncing outlined in this article.

Security -

The app protects your information using 128-bit AES encryption.

You can also secure the app on your mobile device with a 4-digit PIN, by enabling 'Use Passcode' within the mobile app settings.

Accounts and Transactions -

The mobile app includes 365 days of transactions within the following account types:

Bank accounts, Credit Card accounts, Asset accounts and Liability accounts.

Using the App -

In the image below, you can see how your accounts will appear in the mobile app -

Select an account to view your transactions.

A search box is available within each account to make it easier to locate your transactions.
Scroll to the very top of the transaction list to view the search field.

When viewing your account, you can select an existing transaction to edit it.

To add a new transaction, select + at the top right of the screen.

In the image below, you can see how the transaction entry screen will display -