Security Prices

Moneydance offers the ability to enter historical stock prices directly from the within Investment accounts. You can do so in the following ways -

Manual entry -

Open the Securities Detail view from within the Investment account, and click History.
Click the "New" button to add a new price entry, and repeat to enter as many entries as you like.
If you have many entries you may need to scroll down to see the "New" line.

security_price_window.png

Importing prices from your security transaction history -

Open the Securities Detail view and click History.
Click the Import button. Select “Import from Transactions” and click “Import”.
The information from your security transactions will be integrated into your security’s history.
You’ll need to repeat this process for each security you’d like to import information for.

Importing a file -

You can import Comma or Tab delimited files
Open the Securities Detail view and click History.
Click the Import button.
Select “Import from File” and click “Import”, then select the file containing the security price history.

import_price_history.png


Moneydance can automatically download price information from Yahoo! USA, Yahoo! UK, or Google Finance. First, install the Quotes and Exchange Rates extension by selecting Extensions --> Manage Extensions. Once installed, the extension will be available from the Extensions menu.

You can customise the Quotes and Exchange Rates settings as follows:

Currency Exchange Rate
The default setting, “Yahoo! Currency Exchange Rate”, tells Moneydance to update all currency exchange rates using information from Yahoo! based on your chosen Update Frequency, or when you click “Update Now” in the Extension window.

Historical Security Prices
Choose Yahoo! Finance USA, Yahoo! Finance UK, or Google Finance as the source for historical security price updates within Moneydance. Moneydance will apply updates based on your chosen Update Frequency, or when you click “Update Now”.

Current Security Prices
Choose Yahoo! Finance USA or Yahoo! Finance UK as the source for current security prices.

Update Frequency
Choose the interval at which the extension will update rates and prices.

Next Update
Shows the date of the next scheduled update. Edit this field to schedule an update on a different date.

Only Show Securities that I Own
Tells the Extension to only list securities that you have associated with an account. View all the securities you have created in Moneydance by clicking Tools → Securities.

Clicking the “Advanced” button will allow you to test whether quotes and price histories are available for the securities you select.

To run a test, click “Test” in the Advanced window. If Moneydance is able to download the information, check marks will appear in the “Test Results” field, along with a current quote.
If the information is not available -the ticker symbol is incorrect, or the data is not accessible from the source you've selected - “X” marks will be shown.

Current exchange rates, security histories, and current quotes will automatically be integrated into your Investment accounts. To see this information, view your investment account and select “Securities Detail”, then choose the security you'd like to view.

You can also view the price and volume history of each of your securities by selecting “History” from the "Securities Detail” view in an Investment account.

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