iDevice Syncing

To use Money on your iDevice (iPhone, iPad, or iPod Touch), you will need to purchase a copy of Money for iPhone or Money for 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 you can sync your data among the three devices via iCloud.

Note: iCloud sync requires OS X 10.8 Mountain Lion and iOS 6. If you use OS X 10.7 Lion and iOS 5, you can only sync your data with Money for Mac via Wi-Fi.

Syncing via iCloud (for iOS 6 and OS X 10.8 or later)
  1. Make sure iCloud is active on all devices you would like to sync. Also, check your iCloud settings to make sure that Documents & Data sharing is active on all devices.
  2. On your Mac, save or move your current Money file to iCloud.
  3. On your iPhone, iPad, or iPad Touch, you will get a notification asking whether you would like to use iCloud. Tap "Use iCloud" and allow the app some time to sync the data. While the data file is migrating to iCloud, do not make changes to other Money files on iCloud on other devices.
  4. Now you are able to add, view, edit, and remove your Money files on any of your devices, and the changes will be automatically applied across all of them.
Syncing via Wi-Fi (for iOS 5 and OS X 10.7)
  1. Connect both your Mac and your iDevice (iPhone, iPad, or iPod Touch) to a single Wi-Fi network.
  2. In Money on your iDevice, go to Home > Settings.
  3. Select Sync > Set New Library. A four-digit code will appear on the screen.
  4. On your desktop version of Money, click on the name of your iDevice under the Devices icon that appears in the Manage Bar.
  5. Type in the iDevice Library code in the blank field that appears.
  6. Once the link between the two devices has been established, select Sync on your desktop version of Money to transfer data to your iDevice.