Jenny on 20 Sep, 2018 12:46 PM
In order to utilise syncing, you should ensure you're running the same version and build of Moneydance on all computers you'd like to sync with.
To check the version you're running, open Moneydance and select Help --> About Moneydance (or Moneydance --> About Moneydance on a Mac) where the version and build number will be displayed.
The latest stable version is 2017.8 build 1691 and can be downloaded from this page if you're running an older build.
Can you let me know which sync method you've selected when you setup syncing?
Using the Dropbox Folder sync method, the Dropbox folder on your system must be stored in the default location, and with the default name. This should be within your 'User' folder.
Have you tried using the Dropbox Connection sync method? Using this sync method, you can authorise Moneydance access from your Dropbox account using a web browser.
Alternatively, try using the 'Shared Folder' sync method and specify the Dropbox folder on your system. You should ensure the shared folder you create is called '.moneydancesync' (without the quotes).
Thanks for your quick reply. I have the latest version of Moneydance installed. I was using the Dropbox folder method as I don't always have a good connection where I am located. Your suggestion of the 'Shared Folder' sync method makes sense to me but it seems that Windows doesn't let me create a folder with a name that starts with a dot. How do I get around this?
By way of a further update, I have now managed to get the sync working with the Android App. I have seen a lot of comments on the Google Play store to the effect that the Moneydance App errors out with the message of 'No folder found' and doesn't work! I think that this is likely to be because the Moneydance desktop software assumes that the user's Dropbox folders will be on the C Drive and hence it creates the sync folder in that location. If the user's Dropbox folders are installed elsewhere and the Dropbox on a user's phone is already mapped to that location....the Moneydance App won't find the special sync folder that has been created by the desktop version!
I overcame this by using the suggested Shared Folder option to map the location of the sync files into a Dropbox folder. I found that Windows is set to block the creation of folders with names starting with a dot but that I could create the .moneydancesync folder in Dropbox from my Android phone with no problems. Internet research has also revealed that I could have done this in Windows by adding a dot to the end of the folder name....which would then be stripped off when the folder is created....weird huh!
The final outcome seems like the best of both worlds as I don't need an active Dropbox connection and can use my existing Dropbox directory structure even though it is not in the location that Moneydance expected.
I'd suggest that notes to this effect should be added to the article on syncing as it will likely save some people a lot of time and frustration.
The inability to create a directory with the name .moneydancesync is a "feature" of File Explorer, some other File Managers allow it to be created, some don't, and you can also create it using the command line.
I would have expected that the option of using Dropbox Folder would not appear unless you have a folder named Dropbox in the default location - whether it is being used or not.
The use of non-default Dropbox location has come up before and the solution there was to use the Shared folder approach, it is my understanding that the two are really the same it is just that the Dropbox Folder option is like a shortcut when the user has a dropbox folder in the default location.
It has been suggested that this be documented, along with a solution that allows users with different dropbox accounts to also share the data, as the solution present in the knowledge base articles assumes one dropbox account only.