We strongly recommend that your main data file (the. In newer versions of Moneydance, you'll be prompted to move the file to your local system, if Moneydance detects the file is being shared.
We recommend that you do not rely solely on Dropbox for backing up your data. We'd always recommend backing up your main desktop data set regularly, and with whatever backup method you use to protect your financial information.Īutomatic backups can be enabled within Preferences > Backups, and manual backs can be created using File > Export Backup. Open Moneydance to view the file you'd like to share, then navigate to File > Syncing. Sync using the Dropbox folder on this computer. This will allow Moneydance to process synced data even if you're not connected to the Internet at the time. Sync by connecting to your Dropbox account. Moneydance will communicate with the Dropbox service if you authorise it to access your files. Sync using a folder that you specify that is shared across computers or devices. If you also wish to share your data with the mobile app, you'll need to ensure you select either Dropbox Folder or Dropbox Connection as the sync method. You must choose Dropbox Connection if you purchased Moneydance from the App Store. You'll then be prompted to create an Encryption Password if you haven't already. The encryption password should be a unique password you choose. It is not your Dropbox account password, and should not be the same as any other passwords for your own security. Retrieve the sync files on the other computer. On your other computer, open Moneydance and navigate to File > New. If you're viewing the "Welcome to Moneydance" window, choose "Create New Account Set". Select the same sync method as the first computer. You'll then see a list of files available for syncing - pick the file you'd like to retrieve.įinally, enter the encryption password to match the first computer. If you need to check the encryption password, open Moneydance on the first computer and choose File > Syncing > Show Passphrase.
Then wait while the initial sync takes place. Once complete, your data should populate into the program.
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