Individual Sync keeps your MoneyCoach data in sync across your own devices that use the same Apple ID. Use it for your personal iPhone, iPad, Mac, Apple Watch, Apple Vision Pro, or other Apple devices where you want the same MoneyCoach data.
Normally by now, you should have MoneyCoach installed on your iPhone or main device. Individual Sync requires iCloud access and MoneyCoach Premium.
TL;DR
- Update MoneyCoach on every device.
- Make sure iCloud Drive is enabled.
- Start on the device that has your current MoneyCoach data.
- Open Settings > Data & Sync.
- Set Sync to Individual.
- Wait for sync to finish before setting up other devices.
Video Tutorial
Step-by-step guide
- Update to the latest MoneyCoach version.
- Make sure iCloud Drive is turned on in the device Settings app.
- Open MoneyCoach on the main device where your current data is stored.
- Go to Settings.
- Open Data & Sync.
- In the Sync row, open the menu and select Individual.
- Wait for the first sync to finish. Do not quit the app or turn off the device while it is syncing.
- If you only use one device, your data is now prepared for iCloud sync.
On your secondary devices
- On the second device, update MoneyCoach to the latest version.
- Make sure it is using the same Apple ID and has iCloud Drive enabled.
- Open MoneyCoach and restore purchases if Premium is not active yet.
- Go to Settings / Data & Sync. On Mac, open MoneyCoach / Preferences / Data or press Command + comma.
- In the Sync row, select Individual.
- Wait for sync to finish before closing the app.
- Your devices are synced.
Additional information
If you are having problems with Cloud Sync, take a look at this troubleshooting guide by clicking here.. If the problems still persist, please contact us at support[at]moneycoach.ai.
MoneyCoach is all about choice and unlike other apps, we do not force you into having the same options across your devices. All your data like accounts, transactions, goals, budgets, etc. will be synced across your iPhone, iPad and Mac, but you can have each one of those apps display different periods and accounts in the Overview cards. For example, the iPhone app can show you your Personal Accounts with a monthly period, the iPad can show you your Savings Accounts with a weekly period while the Mac can show you your Business Accounts with another period.
If you want all your devices to have the same data displayed in the Overview cards, take a look at how to customize your payday and how to show or hide your accounts.
If Individual is disabled in the Sync menu, make sure the device is signed in to iCloud, iCloud Drive is turned on, and MoneyCoach is allowed to use iCloud. To check this, go to Settings / Apple Account / iCloud / See All and make sure iCloud Drive and MoneyCoach are both turned on.
Common mistakes
- Starting setup on an empty secondary device instead of the main device with your current data.
- Closing the app before the first sync completes.
- Using different Apple IDs on different devices.
- Forgetting to enable iCloud Drive or MoneyCoach access in iCloud settings.
- Confusing Individual Sync with Family Sync.
Additional information
Use Individual for your own devices. Use Family Sync when different people with different Apple IDs need to share one MoneyCoach dataset.
