NOt updating

Dan Rogers's Avatar

Dan Rogers

13 Oct, 2018 03:32 AM

Can't get investments to update

  1. 1 Posted by derekkent23 on 13 Oct, 2018 07:34 AM

    derekkent23's Avatar

    I am not support staff, just a user.

    For any one to be able to help you will have to provide a lot more information.
    What version and build of Moneydance are you running.
    How are you trying to update your investments?
    Is it the prices of your securities in your investment accounts?
    Are you updating prices manually, if so what method are you using?
    Are you trying using the Q & ER, what build.
    Or are you using the third-party Quote Loader system.

  2. 2 Posted by Daniel J Rogers on 13 Oct, 2018 10:52 AM

    Daniel J Rogers's Avatar

    derekken23,
    The prices are not uploading.  I am using the extension provided within the Moneydance app. My app tells me its up to date but frankly if I have to do this much extra stuff to get it to work, I'll go back to iBank.  Thanks for your suggestions.
    Dan
        On Saturday, October 13, 2018, 3:34:21 AM EDT, derekkent23 <[email blocked]> wrote:
     
      #yiv6031015557 pre {width:92%;margin:10px 2%;padding:5px 2%;background:#efefef;border:1px solid #d6d6d6;}#yiv6031015557 blockquote {margin-left:0;padding-left:1em;border-left:5px solid #ccc;}
    |

  3. 3 Posted by derekkent23 on 13 Oct, 2018 12:22 PM

    derekkent23's Avatar

    I am not support staff, just a user.

    I presume that means you are using 2017.8(1691) at least and Q & ER build v1020.
    If that’s not working for you try the alternative, the Quote Loader system see Post 113 at http://help.infinitekind.com/discussions/investments/3771-third-par...

    The system provides an end to end solution, obtaining quotes from a choice of two sources and entering them into the relevant History window, all from a single window within Moneydance. The system can obtain Security prices, Exchange Rates, Market indices, Cryptocurrency Rates and prices for Cryptocurrency Investments. The system provides quotes from many stock exchanges, US, Canada, UK, Europe and Australia to name but a few. The process of obtaining quotes from the selected source is fast and error free.

    Download the PDF you will find, use the links to download the Quote Loader system elements and follow the instructions on how to use.

    The PDF also contains a link to a tutorial on YouTube.

    Hope this helps.

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