#Installing moneydance for mac install#
#Installing moneydance for mac manual#
#Installing moneydance for mac android#
#Installing moneydance for mac code#
#Installing moneydance for mac password#

#Installing moneydance for mac install#

If you purchased Moneydance from the Mac App Store, then you can go here to download the extension, then drag and drop it onto the Moneydance window to install it. To install the Text File Importer extension, navigate to Extensions -> Manage Extensions and install the extension there. The 'Text File Importer' extension allows you to specify which columns in a CSV file should correspond to which fields in a Moneydance transaction. OFX and QFX files are the best format, with QIF files being the second best and CSV files being a distant third. There is no standard order for the columns in a CSV file or names for those columns.Īs a result of this the import process for CSV files is much more involved that any other standard format.įor this reason, we recommend using either OFX, QFX, OFC or QIF files for importing your data whenever possible. It is very versatile and not specifically designed to contain financial information.Īs such there is no standard way for a bank to store data in such a file. You can find more information about using the mobile app in this article.The CSV (comma separated values) format is essentially a table of rows and columns, like a spreadsheet. It may take a few moments for the initial sync to complete and for your account information to display. Then wait a moment while your data populates into the app. Select the data file you want to access and enter the encryption passphrase. You'll then be shown a list of any data files that are available for syncing.

If you choose iCloud, you'll need to log in to iCloud on the device you're using.

If you choose Dropbox, select 'Connect to Dropbox' and log in to your Dropbox account.

Select the sync method you enabled on the computer. Once installed, open the app and you'll see 'Dropbox' and 'iCloud' options.

#Installing moneydance for mac android#

Or you can download it from the Google Play Store if you're using an Android device.

The app is available via the iOS Mac App if you're using an iPhone, iPad, or iPod touch. If you haven't already, you should install the free mobile app on your mobile device.

#Installing moneydance for mac password#

It is not your Dropbox account password, and should not be the same as any other password for your own security. The encryption password should be a unique password and something you choose. You'll then be prompted to create an Encryption Password if you haven't already. This sync option is available in Moneydance 2022 and newer versions. This sync method is specifically designed for Apple devices and it can only be used with one iCloud account at a time.

#Installing moneydance for mac code#

You will be redirected to the Dropbox website where you'll be given an authorisation code that you should enter into Moneydance. Moneydance will communicate with the Dropbox service if you authorise it to access your files.

Sync by connecting to your Dropbox account. This option will only be available if you have the Dropbox client installed on your computer (in the default location). This will allow Moneydance to process synced data even if you're not connected to the Internet at the time. Sync using the Dropbox folder on this computer.

To sync with a mobile device, you must choose Dropbox Folder, Dropbox Connection or iCloud Drive. Open Moneydance to view the file you'd like to share, and navigate to File > Syncing.

#Installing moneydance for mac manual#

Automatic backups can be enabled within Preferences > Backups, and manual backups can be created using File > Export Backup. We always recommend backing up your main data set regularly, and with whatever backup method you use to protect your financial information. You should not rely solely on syncing to back up your data. If your file is shared, you must move the file onto your local system before proceeding. If your data file is stored in (or being accessed/backed up by) any shared folder service, this can lead to problems like data corruption and data loss. moneydance data files you'd like to share are not already located in any shared folder like Dropbox, OneDrive, iCloud etc. IMPORTANT -īefore you set up syncing, you must ensure the. 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. If you are running Moneydance 2019 or a newer version you can sync your files seamlessly and efficiently across computers and mobile devices using our fully encrypted internal syncing engine.