Syncing via Dropbox

To use Money on your iOS device (iPhone, iPad, or iPod Touch), you will need to purchase a copy of Money for iPhone or iPad, which are available on the iTunes App Store. They work as stand-alone applications to let you track your accounts and transactions on the go, and they can sync data with Money for Mac via your Dropbox account.

You can sync your financial data in all three versions by storing your Money documents in Dropbox and accessing them from any of your devices.

Syncing on Mac
  1. Open the menu option Money > Preference > Dropbox.
  2. Click Connect with Dropbox. Dropbox website will open in your browser.
  3. Sign in to your Dropbox account. Afterwards you will be notified of the successful connection.
  4. Save the documents that you want to sync in Dropbox (File > Save in Dropbox).
  5. Now all changes that you make to your Money document on your Mac will be automatically sent to the file stored in Dropbox.
Syncing on iOS
  1. Go to Settings > Documents.
  2. Tap the Connect with Dropbox button, and sign into your account.
  3. Choose whether you want to keep the current documents on the iOS device only or save them in Dropbox. Allow Money some time to transfer the files.
  4. To download the latest changes to a file, open the file, select the Home tab, and pull the screen down (on the iPad, you can initiate syncing from any tab).
  5. After you have finished making changes to the file, pull the Home screen down again (or any screen on the iPad).

Note: If you are in a hurry or do not need to see the latest changes before you edit the file, you may skip Step 4. The latest data will still be downloaded in Step 5.