Sync Existing Document

This article explains how to take an existing MoneyWell document and import it into MoneyWell to sync using the new sync system.

  1. Start by backing up your existing document: Make a one-off backup
  2. From the Welcome Window choose "Import MoneyWell Document" 
  3. Select your document and ensure the "Enable Sync" option is checked
  4. If you can't see the "Enable Sync" option, click the Options button to reveal it
  5. Click "Open".

Your MoneyWell document will open. The sync status will be displayed in the bottom left of the window.

You can start using MoneyWell immediately, but the budget will not show up on other devices until  MoneyWell has finished preparing the document for syncing.

Due to the way that iCloud works, it can take up to 2 minutes after MoneyWell reports that the budget has been prepared for it to become visible on another device. After this, changes made on one device should appear within a few seconds on another device.

Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.

Still need help? Contact Us Contact Us