Base Currency

Bob Senior's Avatar

Bob Senior

14 Jan, 2019 08:42 AM

I have "updated" to Moneydance 2019.0 (version 1847). The base currency (GBP) has gone haywire. It is never 1 and keeps changing. The investment accounts are now mostly showing the wrong amounts.

Showing page 2 out of 2. View the first page

  1. Support Staff 31 Posted by Sean Reilly on 28 Jan, 2019 10:48 AM

    Sean Reilly's Avatar

    Hi Bob,

    Thanks for your message and I apologise for the lack of official response. I've just pushed build 1852 to the preview site which includes extensive changes to the currency/security rates and prices handling which I believe resolve these problems. Would you mind downloading it from the link below and letting me know if it doesn't solve the problem for you?

    https://infinitekind.com/preview

    Thanks,

    Sean Reilly
    Developer, The Infinite Kind
    http://infinitekind.com

  2. 32 Posted by Bob Senior on 28 Jan, 2019 11:28 AM

    Bob Senior's Avatar

    Hi Sean

    Thanks for this.

    It works much better. My only comments are that it now shows the base currency on the summary page - I assume this is intended. Also I clicked on Tools/CurrencyEuro and it initially showed a zero current value. I corrected it and everything seems fine now.

    Thanks for your help.

    Moneydance now does pretty much everything I need, except update currencies and security prices, but I don't think is doable now?

    Regards
    Bob

  3. 33 Posted by dwg on 28 Jan, 2019 11:36 AM

    dwg's Avatar

    From the change log:

    in exchange rates view on summary screen, show the price for the relative currency as well as the base currency price, if different

  4. 34 Posted by derekkent23 on 28 Jan, 2019 03:06 PM

    derekkent23's Avatar

    I am not support staff, just a user.
    Hi Bob

    Glad Sean has fixed your issue.

    There are two methods within Moneydance for obtaining security prices and exchange rates automatically.

    The extension “Quote and Exchange Rate updater. See under EXTENSIONS – MANAGE – EXTENSIONS V1024. For exchange rates use the source European Central Bank. If your securities are in the US try IEX Trading first, if that does not support a security try Alpha Vantage. Alpha Vantage also cover some securities outside the US, but is very, very slow.

    If the Quote and Exchange Rate updater does not work well for you try the free third-party Quote Loader.

    For 2019 see post 27 at http://help.infinitekind.com/discussions/investments/4039-quote-loa...

    It has far wider coverage and is fast.

    Download the PDF attached to this post and have a read. To get an overview take a look at the YouTube video by using the link in the PDF.

    Let us know how you get on or if you need help just post.

    Hope this helps.

  5. 35 Posted by Bob Senior on 28 Jan, 2019 03:48 PM

    Bob Senior's Avatar

    Derek

    Thanks. My securities are nearly all in London.

    Bob

  6. 36 Posted by derekkent23 on 28 Jan, 2019 03:52 PM

    derekkent23's Avatar

    I am not support staff, just a user.
    Hi Bob

    I am in the UK as well.

    As your securities are traded on the London market the free third party Quote Loader is ideal for you, as one of the sources used is FT.

    Hope this helps

  7. 37 Posted by Bob Senior on 29 Jan, 2019 05:00 PM

    Bob Senior's Avatar

    Hi Derek

    Thanks very much for the great tip. Have it working now. It works really well.

    Best wishes
    Bob

  8. 38 Posted by derekkent23 on 29 Jan, 2019 05:18 PM

    derekkent23's Avatar

    I am not support staff, just a user.
    Hi Bob

    Really glad its working for you.

  9. 39 Posted by Bob Senior on 29 Jan, 2019 06:10 PM

    Bob Senior's Avatar

    Hi Derek

    Having deleted the moneydance from the second computer, I am trying to open the sync file from dropbox. I can’t get moneydance to see it. I have unhidden the files in finder but MD can’t see them.

    Suggestions would be welcome.

    Regards
    Bob

  10. 40 Posted by derekkent23 on 29 Jan, 2019 06:22 PM

    derekkent23's Avatar

    I am not support staff, just a user.
    Hi Bob

    You need to explain in more detail.
    What do you mean by "Having deleted the moneydance from the second computer". The program itself, its data set ,what?
    What are you trying to do?
    When you say " I am trying to open the sync file from Dropbox. I can’t get moneydance to see it" how are you doing that. Is it your second computer you are trying to sync to your primary computer?

    Ae you trying to set up syncing, if so suggest using Dropbox folder method see http://help.infinitekind.com/kb/syncing-and-sharing-data

  11. 41 Posted by Bob Senior on 29 Jan, 2019 07:18 PM

    Bob Senior's Avatar

    Thanks - working now. I was using Dropbox Folder, but was trying to open an existing file rather than new and then open sync file.

    Bob

  12. 42 Posted by derekkent23 on 29 Jan, 2019 07:26 PM

    derekkent23's Avatar

    I am not support staff, just a user.
    Hi Bob

    Glad you got it working.

Reply to this discussion

Internal reply

Formatting help / Preview (switch to plain text) No formatting (switch to Markdown)

Attaching KB article:

»

Attached Files

You can attach files up to 10MB

If you don't have an account yet, we need to confirm you're human and not a machine trying to post spam.

Keyboard shortcuts

Generic

? Show this help
ESC Blurs the current field

Comment Form

r Focus the comment reply box
^ + ↩ Submit the comment

You can use Command ⌘ instead of Control ^ on Mac