I'm interested in something like this, too. Each day I would
like to be able to get a list of my investments and what their
value is and how much each has changed that day. The profit
calculator doesn't show this and I can't tell what it is doing
since there is no time constraint on the report. The My Position
extension seems to not care what investment I pick. It seems to
report all my categories.
I am also interested in something like this. I would like to be
all mac software but I am having to use vm fusion to run quicken
mainly for investments. Profit calculator shows it will be
available in the next version. I have 2010 build 735. I also tried
my position extension and it pays no attention to what account you
pick, it just does all accounts. I had moneydance 2008 and had
hoped reporting would have been better in the new version. Will
there be a portfolio view which will show daily changes to stock
prices dollar amount and % amount? If not planned for near future,
I guess I will have to try to find a software that will do some of
I too have been wanting some big improvements to the investment
side of MD. I put a ticket in for the ability to see the % change
of my accounts tied to the account and not each security and it
looks like they have implemented a report in the next build (736)
to start addressing that.
Having used Money for many years, and Managing Your Money before
that, I would strongly encourage better analytical tools in MD. %
changes in the value of each security (and portfolio) after each
day's download and more refined ways to look at the performance of
each portfolio and its contents would better match what Money users
have had for years. The profit calculator is OK but falls well
short of what most investors expect.
A couple of more thoughts:
It would be nice to look at the various dimensions of investment
performance which groups securities across all portfolios by type
(stock, bond, mutual funds, etc.)
It would similarly be helpful to look at performance by custom
dates, 10/1/07 to present, for example.
Support Staff7 Posted by Jon Hoover on 20 Jan, 2010 09:57 PM
Wow, thanks for all the great input from everyone. Improvements
like these are things that our development team is definitely
looking at. I would encourage you all to take advantage of the trac
site and post and vote for tickets so that we can figure out how to
best prioritize our new feature implementation. http://moneydance.com/trac
Jon, do you know when build 736 will be released so that we can
start checking out the reports that are suppose to be included in
736? This will allow us to be more specific about new requests on
the trac site.
We're waiting with bated breath as well for release 736, but the
best time line I can give you at the moment is "soon". I'll get in
touch with our developer in the morning and see if he can give a
more specific answer (which I will then post here).
Thanks for bearing with us as we work to roll out these new
I couldn't tell what a lot of the tickets were for on the trac
site to figure out what to vote for. I would also like to see the
ability of Moneydance to access the asset allocation of mutual
funds that are available on the internet. MS Money, e.g., access
this information so that when one looks at the overall asset
allocation, it includes the asset allocation split of each fund.
Besides having a good history of individual asset values, it would
be nice if the asset allocation graph looked at the asset
allocation of each fund. Also, the asset allocation graph should
have a drill down so that one can see the funds underlying each
asset allocation pie section.
Angie: A few questions from the uninitiated (like myself):
1. References above are to build 736, but your announcement is
about build 738. What happened to 736?
2. It is less than clear to me after looking at the download link
exactly what enhancements are here that were lacking in 735. Are
any of the investment reporting issues referenced above
3. In looking through the tickets, I'm having some difficulty
figuring out what your development priority queue is. Can it be
4. How stable / bug free is this build? How long would you advise
waiting before installing it.
I'm relatively new to this app and the Moneydance community so
apologies in advance if I'm asking if the answers are readily
736 and 737 were beta builds which we did not feel were stable
enough for release. We are now on build 738
We believe this build has corrected some issue with net worth
report and cash balances.
This is not currently publicly available. I will speak with our
developer about if this is possible.
This is a beta build, but is also stable enough for daily use.
Some of our users enjoy trying out these new builds, and we also
direct users who have issue which we know have been mostly or fully
resolved by the new build. Based on the behavior of the beta build
in this circumstance, we will determine if/when it becomes a stable
release version, or if we need to release another beta build for
We're happy to provide support and answers to our users, no need
to apologize! I am using build 738 and it's working fine for me,
but if you want to be conservative it's completely fine to wait for
the next stable release version, which will be Moneydance
Please let me know if I can be of further assistance,
Thanks Angie. Leaning in the conservative direction, I think
I'll wait for r3. Since you mentioned the release of 738 in this
thread, I thought it might be addressing investment tracking and
It would be nice to be able to save account passwords across
runs of Moneydance. It seems to want the password entered for
multiple accounts at the same site. At Fidelity, for example, I
have a 401k, a 403b, a 457b account. MS Money would store the
password so I can get to all those accounts with one
username/password combination. I don't understand why Moneydance
can't do this. I have to type in a lot of passwords each time I do
an online update when I've started up Moneydance. Since I use
strong passwords, this is a real pain.
Regarding accounts, it would be nice if one could see the login
information for each account in some kind of list.
Moneydance is able to store your passwords, but to do so you
must first encrypt your Moneydance file.
To encrypt your data, go to File ->Encryption and then follow
the steps below.
1. When the encryption window is displayed, click on the Encrypt
Data File box.
2. Enter your password and then confirm the password by typing it
again in the Confirm field.
3. Type a hint in the Hint field, in case you forget your
Note: Moneydance only stores your data where you specify, and
therefore you have the only copy of your data. If you forget your
password, there is no way to decrypt your data so please use this
Please let me know if I can be of further assistance.