Moneydance 2017+ allows you to sync your files seamlessly and efficiently across computers and mobile devices using our fully encrypted incremental syncing engine.
Moneydance can now use any shared folder (such as Dropbox) to quickly sync your financial data conflict-free, using end-to-end encryption to maintain your privacy.
Before you setup syncing -
It is very important that you ensure the data files you'd like to share are not already located in or accessed by any shared folder (like Dropbox, One Drive, etc) before syncing is setup.
We strongly recommend that your main data file (the .moneydance file) is stored locally. 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.
Automatic backups can be enabled within Preferences > Backups, and manual backs can be created using File > Export Backup.
Setup syncing on the computer -
Open Moneydance to view the file you'd like to share, then navigate to File > Syncing.
To share your data with the mobile app you'll should pick one of the Dropbox sync methods.
Dropbox Folder -
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.
Dropbox Connection -
Sync by connecting to your Dropbox account. Moneydance will communicate with the Dropbox service if you authorise it to access your files.
You should also 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 your mobile device -
You should install the free Moneydance mobile app on your mobile device.
Using an iPhone, iPad, or iPod touch you can download the app from the iOS App Store.
Using an Android device, you can download the app from the Google Play Store.
Once installed, open the app and select "Dropbox". Then choose "Connect to Dropbox".
You'll be directed to the Dropbox website where you can give the Moneydance app permission to access your Dropbox.
If you're already connected to Dropbox on your device, this may be done automatically.
You'll see a list of files you've enabled to sync via Dropbox.
Choose the file you'd like to sync, and enter the Encryption Password that you created earlier.
Your data will populate into the app, showing the last 365 days of transactions within each account.
It may take a few moments for the initial sync to complete and for your account information to display.