Skip to main content

Synching your Clever Net Worth data between your devices

 

Clever Net Worth can be used on your Apple Macs, iPhones and iPads.  However, by default, each device maintains its own local copy of the data which is not shared between your devices (or with anyone else).  If you are using Clever Net Worth on multiple devices, a change made on one set of accounts will not be seen on the other device.

This is great if, for example, you are using the app for your accounts on a Mac and your partner is managing their own accounts on their iPad.  But what if you want to share your data between all your devices...update an account on your iPad and then see those changes on your Mac?  Or if you want to change the device you are using to manage your own accounts?  For example, you want to change from the Mac to your iPhone?

Luckily, since v5.0 this is very easy to do.  iCloud synching to the rescue.

Let's start with a diagram. Imagine you have Clever Net Worth on your Mac and on your iPhone.  By default, Clever Net Worth stores your data on your local device as shown below.  In this case, changes made on the Mac stay on the Mac and the same happens on your iPhone.  You are effectively running 2 different sets of accounts.


If you want to share your data between your devices you need to follow these steps.  Of course you need to be logged into the same AppleID on both devices.

1. First decide which of your 2 sets of data will become the shared set of accounts, balances and collections.  For this example, let's choose the Mac's data.

2. Open Clever Net Worth on your Mac and go to the 'Settings & Support' screen.  In our example, the top setting will be highlighting the 'Use data on this Device' setting (A).

3. Change to 'Use iCloud data' by tapping the other side of the setting (B).

4. A dialog box will appear asking if you would like to replace the data in the iCloud data store with the data on your local device.  In this case we do so tap the red 'OK Copy' button.


This will do 3 things for you: 1) make a backup of whatever data is currently on your iCloud store, 2) copy your local Clever Net Worth data to the iCloud store, and 3) change your Mac to now be using the iCloud store instead of the local Mac data.  Note that your iPhone is still using its local store.




5. Now open Clever Net Worth on your iPhone, go to the 'Settings & Support' screen and tap the 'Use iCloud data' button. IMPORTANT: this time, tap the 'NO Don't Copy' button on the dialog screen.  You want to use the iCloud data that initially came from the Mac and not your iPhone.  Now both of your devices are using the same Clever Net Worth data store. Make a change on your iPhone and you will see it on your Mac.



Labels:

Comments

Post a Comment

Popular posts from this blog

Where is my data stored - can anyone else access it?

All of the app data is stored on your local device or your own personal Apple iCloud account.  It is not shared with the developer or available to anyone else.  Only those that have access to your devices have access to your data. See below for additional information regarding data storage for particular apps. Clever Contacts All the contact related information (name, address, phone numbers, emails, contact photo etc) in Clever Contacts is actually saved in and read from your Contacts App on the device.  Membership in groups (e.g. Family), notes, photos associated with notes and other settings data is maintained by Clever Contacts in separate files. These will either be only on your local device or in your iCloud account depending on which storage option you have chosen in the Clever Contacts “Settings” screen. Clever Net Worth If multiple people have access to your iPhone or iPad you can protect your data from prying eyes using a password, Face ID or Touch ID - go to the “S
Post a Comment
Read more

How can I find a photo of my contact in Clever Contacts on the web?

Clever Contacts can assist you to find a suitable photo if you don't have one already in your photo library.  Just follow these steps: Find the person by scrolling or searching through one of your group lists. Tap on them to see the detailed person view. Tap of their photo. Now tap on "Assisted Web Search". This will open a window in the Safari web browser on the Google Image Search page. The search term will be automatically set to the full name of the person. Scroll through and see if any of the images are suitable. Remember to also check that you are allowed to use the image (it isn't licensed or in some other way protected). Tap on that image to bring up a larger version. Now hold down on the photo until a dialog pops up with a "Save Image" button. Tap this to save a copy of the image to your photo library. Return to Clever Contacts by tapping the "Done" button in the top left corner of the screen. Finally tap "Choose Photo&q
Post a Comment
Read more

P&F Charts withdrawn from the App Store

Important announcement as at 7 July 2022. Unfortunately we have decided to remove our P&F Charts app from the App Store effective immediately. The unlock stocks in-app purchase will also be withdrawn from sale. We thank everyone who has downloaded the app previously.  You may continue to use it but future versions will not be released.
Post a Comment
Read more