Transferring a Document to/from iPad

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 Finder.

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.

  1. Make a one off backup of you Document by following our article, Make a one off backup
  2. Make a copy of your original Document that you want to use with your iPad and rename the copy to 'Finances.moneywell'
  3. Move this new Document to your Desktop
  4. Connect your iPad to your Mac via USB
  5. Open a Finder Window on your Mac
  6. You should see your iPad appear under 'Locations' in the Sidebar on the left of the Window
  7. Select your iPad
  8. Select the Files option
  9. You should now see a list of apps on your iPad, including MoneyWell
  10. Click the dropdown indicator to the left of MoneyWell and wait for the loading bar to complete
  11. You should now see a file named 'Finances.moneywell'
  12. Select the Finances.moneywell file, right click and and select 'delete'. (Be sure you definitely don't want the data currently on the iPad)
  13. Now drag your previously copied Document from your Desktop (the copy you renamed to 'Finances.moneywell' in step 2) and drop that into the MoneyWell app on your iPad, right where you just deleted that file
  14. Once the file is transferred, indicated by the loading bar, you must correctly eject your iPad from your Mac by clicking the Eject icon alongside your iPad in the left Sidebar of the Finder Window
  15. Once your iPad has successfully ejected you can safely disconnect your iPad from you Mac
  16. If you then open MoneyWell on your iPad, it should now open your expected Document

You can now use this MoneyWell document on your iPad.

Transfer File from iPad

  1. Connect your iPad to your Mac via USB
  2. Open a Finder Window on your Mac
  3. You should see your iPad appear under 'Locations' in the Sidebar on the left of the Window
  4. Select your iPad
  5. Select the Files option
  6. You should now see a list of apps on you iPad, including MoneyWell
  7. Click the dropdown indicator to the left of MoneyWell and wait for the loading bar to complete
  8. You should now see a file names 'Finances.moneywell'
  9. Select the Finances.moneywell file and drag it to your Desktop
  10. Once the file is transferred, indicated by the loading bar, you must correctly eject your iPad from your Mac by clicking the Eject icon alongside your iPad in the left Sidebar of the Finder Window
  11. Once your iPad has successfully ejected you can safely disconnect your iPad from your Mac

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

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