How to move your data file to a different location in Moneydance 2012 and above

If you already have your data in Moneydance 2012 or above but would like to start sharing it on Dropbox or another shared folder, or simply store your data in a different location, follow these instructions.

If you obtained Moneydance from the Mac Apple Store, unfortunately, you will not be able to do the below steps due to limitations imposed by Apple regarding the 'sandboxing' of Apps. We are working on an integrated sync mechanism that will allow you to desktop-to-desktop syncing in future releases of Moneydance.

First, make sure that you have a copy of Moneydance 2012.2 or newer. To find out what version you have go to either Moneydance -> About Moneydance on OSX, or Help -> About Moneydance on other platforms.

To move a data set, the simplest way to accomplish this is to open the data set that you want to move (if it isn't opened already) by going to File -> Open and open it in Moneydance to verify that it is, indeed, the data set that you want to move.

After opening it, if you're using a Mac, right click (or Ctrl + click) the Moneydance title bar, then select the folder directly below your data set to open the folder that contains your data set in Finder.

Mac-Find-File-1.png

After doing that, Finder will open and the data set you want to move will be selected (note: in some instances, the data set will have a folder icon instead of the Moneydance icon).

Mac-Find-File-2.png

Switch back to the Moneydance window and close Moneydance, then drag and drop the selected data set in the Finder window to your preferred location (or rename it, if you'd prefer - you can rename a data set in Mac OS X by pressing Enter while it's selected).

After that, open Moneydance and you'll be brought to the Welcome screen, which will allow you to re-open the data set. Click the Open Other button at the bottom of the Welcome screen and navigate to the location where you moved the data set to, then select the yourfilename.moneydance data set and open it.

If you're using Windows or Linux, the location of the data set will be in the Moneydance title bar, so you can use Windows Explorer (or your preferred Linux file manager) to browse to the location of your data set and find the yourfilename.moneydance data set, then close Moneydance and move it to your preferred location (or rename it) and follow the instructions above after the Moneydance Welcome screen to re-open your data.