Transferring a Document to/from iOS

MoneyWell for iPad and MoneyWell for Mac use the same file format. It is therefore possible to transfer a file from one and open it in the other.

To do so, you will need to connect your iPad to your Mac so it is accessible from iTunes.

Transfer File to iPad

Transfer File from iPad

Transfer File to iPad

Note: You will need to have opened the app at least once on the device and gone through the on-boarding process to create an account - otherwise doing this after transferring the file will cause MoneyWell to overwrite your transferred file with a new, blank one.

Once you've done that we would suggest "Force quitting" the app to make sure it's not running and still using the accounts file.

Select your device from the dropdown menu in iTunes

  1. Select File Sharing in the left hand panel
  2. Select MoneyWell from the list of Apps in the centre panel
  3. Select the Finances.moneywell document, press the backspace key on your keyboard to delete it. (Be sure you definitely don't want the data currently on the iPad)
  4. At the bottom of the right hand panel click "Add, find your MoneyWell file on your desktop (preferably a copy so we're not touching the original)
  5. Once the file is on the iPad, rename it to Finances.moneywell. (Select it in the list, wait a few seconds then single click on it again to enter "renameā€ mode

If you then open MoneyWell on your iPad, it should open the new file.

Transfer File from iPad

Select your device from the dropdown menu in iTunes

  1. Select File Sharing in the left hand panel
  2. Select MoneyWell from the list of Apps in the centre panel
  3. Select the Finances.moneywell document from the right hand panel
  4. Click "Save" and then choose a location (preferably where you know you're not going to overwrite any other documents).

From MoneyWell for Mac you should then be able to open the document you have just saved.

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