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• Updating Connection Settings Moneywell Personal Finance Account
• Updating Connection Settings Moneywell Personal Finance Login

. Call or email your financial institution and ask if anything has changed with the Quicken setup, or if they are having problems with their file servers.

Search engines see www.moneywell.co.uk and moneywell.co.uk as different websites. This means they could see a large amount of duplicate content, which they don't like. Fortunately your website redirects www.moneywell.co.uk and moneywell.co.uk to the same site. Personal finance software can help you master the basics, become more efficient at managing your money, and even help you discover ways to meet your long-term financial goals. Choosing the best personal finance software is based on your current financial needs. Some personal finance software can help you master budgeting and expense tracking while others can help with investment portfolio management. Of course, your budget for personal finance software matters, too. MoneyWell automatically looks up the correct exchange rate and sets the amounts, but you have full control to change any of them. Direct Connect Banking MoneyWell allows you to directly talk to hundreds of banks and other financial institutions giving you one-click access to your accounts. Setting up direct connect banking with MoneyWell is a breeze too.

Wait a couple of hours and then attempt to again. Beyond scheduled maintenance or downtimes for a financial institution, there may also be an unscheduled outage or even a temporary internet outage between you and your financial institution that is beyond their control but is preventing access to their servers. See the website, which has solutions for frequent issues listed under various categories.

When migrating from MoneyWell version 2 to version 3, we recommend the following steps for the smoothest upgrade:. Back up your document. Disable sync in MoneyWell 2.

Install MoneyWell 3. Migrate your document. Set up sync from within MoneyWell 3. Steps 2 and 5 can be skipped if you are not using sync. Read on for more details on each step.

Backing Up Your Document For the purpose of upgrading, we just want to put aside a copy of the document for safe-keeping. Locate your document in the Finder. Select the document and then select the File Compress menu item. Move the resulting ZIP file to the Desktop for easy access if needed later. Disabling Sync in MoneyWell 2 As noted, you can skip to the next section if not using sync with your document.

Launch MoneyWell 2. Close any documents that might have opened automatically. Hold down the Option key and select the File Clear Sync menu item.

In the window that appears, click the Clear Sync Setup button. Once MoneyWell has finished clearing the data, click the Close button to dismiss the window.

Quit MoneyWell 2 and move it to the Trash (but don’t empty it yet). Installing MoneyWell 3. Download a copy of MoneyWell 3. Unzip the download if necessary. By default, Safari is set up to do this automatically. Move MoneyWell 3 to the Applications folder (recommended) or some other location outside the Downloads folder.

If you like to keep MoneyWell in your Dock, you can drag it in now. Be sure to remove any existing MoneyWell 2 icon while you’re at it!

Migrating Your Document MoneyWell 3 will automatically update your document as needed the first time you open it. The only caveat here is that, due to changes in the way the application is packaged and built, we need to manually locate the document the first time we open it. Launch MoneyWell 3. It should bring up the Welcome window. Click the Open another document button or select the File Open menu item. Navigate to your existing document and click the Open button.

MoneyWell will update and open the document. Have a quick look around to be sure everything is accounted for.

Setting Up Sync in MoneyWell 3. With your document open, select the File Sync menu item. In the sheet that appears, click the Connect to Dropbox button. MoneyWell will send you to Safari for authorization. Click Allow but don’t click the Go to MoneyWell button. This second button can sometimes fail if macOS is able to find a copy of MoneyWell 2 on your disk. Instead, manually switch back over to MoneyWell.

Updating Connection Settings Moneywell Personal Finance Account

Set a sync password. Be sure to note this password down somewhere safe as it will be needed when setting things up on iOS or another Mac.

Click the Set Password button and wait for MoneyWell to complete the initial sync. And that’s it! You can safely delete or archive your copy of MoneyWell 2.

Updating Connection Settings Moneywell Personal Finance Login

If you’ve encountered any issues during this process, please and let us know so we can help get things sorted out.