Syncing Moneydance 2015 with your Mobile Device

Dropbox syncing enables you to enter and update transactions in your accounts on your mobile device(s) and have those changes sync to your desktop/laptop version of Moneydance from anywhere you're connected to the internet.

Please be aware that syncing with an iOS or Android device via Dropbox is not a replacement for backing up your data, as your iOS or Android data needs to by synced with your main desktop data set to function properly. You should make sure to be backing up your main desktop data set with whatever backup method you use to protect your financial information.

To set up syncing:

  • In the Moneydance menu bar, go to File→Syncing and click the Start button to enable Dropbox syncing.

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  • Create an Encryption Password

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  • At this point, you may be asked to give Moneydance permission to access your Dropbox folder, which it needs to be able to sync your data.

dropbox-request-permission.png

Dropbox syncing is now enabled on your Moneydance application.

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The next step is to install the free app on your mobile device from the iTunes Store if you're using and iPhone, iPad, or iPod touch, or the Google Play Store if you're using Android and configure it:

  • Install the free Moneydance app on your Android, iPhone, iPad, or iPod touch, and tap “Dropbox”

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  • Tap "Connect to Dropbox" (if you're already connected to Dropbox on your mobile app, this step and the next may be done automatically)
  • You'll be taken to Dropbox's website to give the Moneydance app permission to access your Dropbox. (If you have more than one file enabled to sync via Dropbox, choose the file you'd like to sync.)
  • Enter the Encryption Password that you created earlier.

It may take a few moments for the initial sync to complete and for your account information to be displayed, and then you're all set! To see more details about the app, including screenshots of the setup process, check out the the Moneydance 2015 user guide here.