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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.



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