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Setting Up HandyBank

Step 1: Setup Moneydance™ on your desktop computer. Import your data or create your account data in Moneydance.

Step 2: Add the HandyBank extension, or update it as needed to have the most recent build installed.

Step 2.1: In Moneydance, select Extensions → Manage Extensions...

Step 2.2: Scroll down the list of extensions until you come to the HandyBank Synchronizer extension. Click the Install or Update button as needed.

Step 2.3: Follow the prompts on the screen to install or update the extension. After successful installation or update, quit Moneydance and then restart it.

Step 3: Install HandyBank on your device.

Step 4: Launch HandyBank on your device. You should be shown the following screen:

Device Name

This screen allows you to name your Android device so that you can recognize it in the list of devices shown by the HandyBank extension extension. If you use Dropbox sync, it will also be the name of a folder in Dropbox, so the name has to be a valid file name. Therefore you should avoid using characters in the name that don't always work as part of a file name, such as / \ ? % * : " < > or |.

Giving your device a unique name will also help you if you have more than one device, such as another Android phone or tablet. The HandyBank extension relies on the unique names to keep the data separated, if two devices have the same name there could be conflicts and lost data.

After entering the name you'd like to use, press either 5.1 Setup Wi-Fi or 5.2 Setup Dropbox, depending upon the type of synchronization you'd like to use (you can change your mind later). If you ever want to change the device name, you'll need to do three things:

  1. Go to Application settings on your Android device and click on HandyBank, then click Clear Data and select OK.
  2. In the HandyBank extension settings, select the Android device in the list and click Forget Device.
  3. Perform the initial setup of HandyBank again, and use the new device name.

Step 5: Setup Synchronization. If you choose Wi-Fi sync, you will be put on the Access Code screen below. If you choose Dropbox sync, you will first be asked to sign in to Dropbox, then returned to the Access code screen.

Access Code

HandyBank uses this access code to securely encrypt your data, both while storing it in files and while transmitting it over Wi-Fi. In the HandyBank extension, you'll need to enter this access code. Note that the code is broken up into 4 digit pieces to make it easier to read. You should enter the 4 digit pieces from left to right, top to bottom. Each segment is also numbered to help you know the order in which to enter them. You are allowed to add spaces in between, if you do they will just be removed.

There are two ways to setup sync with HandyBank, 5.1 Sync Over Wi-Fi and 5.2 Sync With Dropbox.

5.1 Method 1 - Sync Over Wi-Fi

By default HandyBank will sync over a Wi-Fi connection. For this to work, both the device and Moneydance need to be running and on the same network.

Step 5.1.1: In Moneydance, select Extensions → Configure HandyBank...

Step 5.1.2: Ensure Sync over Wi-Fi is selected. If you have to change it from Dropbox to Wi-Fi mode, it is recommended that you make the change, then save and shut down Moneydance. Restart Moneydance, and go back to Step 5.1.1.

Configure Wi-Fi

Step 5.1.3: Select how many days of transactions you wish to see on your device. The first transaction date to be sent to the mobile device will be displayed next to the selector.

Step 5.1.4: Click Add Device. There may be a pause while the HandyBank extension searches the network for devices running HandyBank. HandyBank utilizes the Apple Bonjour system for network device detection.

Step 5.1.5: A dialog should appear that requests you enter the Access Code.

Add Wi-Fi device

Step 5.1.6: Choose which device you wish to sync with.

Step 5.1.7: Enter the access code shown on your device. Note that the code shown in the screen shot above will not work for your device, it is just an example. The rotate button at the bottom right allows you to show a scene depicting the access code when your Android device is rotated. This helps you match the codes on the device with the codes on the screen. This view also numbers segments the same way as your device numbers them, to help you enter them in the correct order.

Step 5.1.8: Click OK. The HandyBank will use the access code you've entered to test encryption with the device. If it works, then the device name will appear in the list of Devices to Sync. If it doesn't work, an error message will appear and you can try again.

5.2 Method 2 - Sync With Dropbox

You can sync your data with Dropbox. The way this works is that instead of transmitting data over Wi-Fi, HandyBank stores the encrypted data in files under special folders in your Dropbox account. The folders are .moneydancesync and below that folder there will be a folder that is named after your device. You should not need to do anything with these files, with the possible exception of deleting the folder with your device name if you wish to start over or just switch to Wi-Fi sync.

Step 5.2.1: On your device, either select Setup Dropbox from the Device Name screen or navigate to Settings and select Enable Dropbox synchronization.

Step 5.2.2: The Dropbox log in screen will appear. Note: The Dropbox app does not need to be installed for this to work. If it is not installed, these screens will appear in your device's web browser. If the Dropbox app is installed, the screens will look slightly different, as the Dropbox app will run instead of the browser.

First, you will be asked for the e-mail and password for the Dropbox account to use. It does not matter which account you select, if you have multiple Dropbox accounts. Just be sure to use the same account that is linked to the desktop PC that Moneydance™ is running on.

Logon to Dropbox

Step 5.2.3: Enter your email and password for the Dropbox account you wish to use.

Step 5.2.4: Click Sign in. If your email and password are correct, you will be shown the Allow / Cancel screen.

Dropbox allow HandyBank

Step 5.2.5: Click Allow. You should be returned to HandyBank, either to the Settings screen if you pressed the Enable Dropbox synchronization checkbox, or to the Access Code screen if you had pressed Setup Dropbox from the Device Name screen.

Step 5.2.6: In Moneydance, select Extensions → Configure HandyBank...

Step 5.2.7: Select Sync with Dropbox

Configure Dropbox

Step 5.2.8: There are two ways to connect to Dropbox on your computer. You can either have the extension write to the hard disk where the Dropbox software maps your desktop files to the cloud, or you can link directly to the Dropbox cloud. For Mac OS X users who have the "sandboxed" version of Moneydance, you will need to link directly to the cloud because Moneydance is not allowed to write to the hard disk where Dropbox is mapped. For all other operating systems, it is slightly faster to write directly to the hard disk, and synchronization can happen without always being connected to the internet.

Step 5.2.8.1: If you wish to link directly to the Dropbox cloud, click Link. Your default browser should open to a page requesting you to sign in to Dropbox, then to a page asking you to Allow HandyBank to access Dropbox, similar to steps 5.2.2 through 5.2.4 above. If you link directly to Dropbox, you may skip to step 5.2.9.

Step 5.2.8.2: If you wish to use your local hard disk for communication with Dropbox, choose your Dropbox folder on your desktop computer. If you don't know where that is, you can right click on the Dropbox icon in your notification area and select Open Dropbox folder. You may then copy and paste the folder path into HandyBank, or Browse to the same location.

Step 5.2.9: Click Add Device. HandyBank scans the folder you entered in the previous step for the folder .moneydancesync and then builds a list of devices from the folders that are below it.

Step 5.2.10: A dialog should appear that requests you enter the Access Code.

Add Dropbox device

Step 5.2.11: Choose which device you wish to sync with.

Step 5.2.12: Enter the access code shown on your device. Note that the code shown in the screen shot above will not work for your device, it is just an example. The rotate button at the bottom right allows you to show a scene depicting the access code when your Android device is rotated. This helps you match the codes on the device with the codes on the screen.

Step 5.2.13: Click OK. The HandyBank will use the access code you've entered to test encryption with the device. If it works, then the device name will appear in the list of Devices to Sync. If it doesn't work, an error message will appear and you can try again.

Sometimes when you click Add Device, you will get a message like "No devices running HandyBank were found." If you get this message, you may try again to find the device. If the message persists, try following the Initial Detection steps in the Troubleshooting section.

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