Share prices

Phil Baldwin's Avatar

Phil Baldwin

25 Aug, 2016 10:15 AM

How do I set up an account showing number of shares and current value that can be updated as required?

  1. 1 Posted by -Kevin N. on 25 Aug, 2016 01:39 PM

    -Kevin N.'s Avatar

    Hi Phil,

    You can d/l the Moneydance user guide from here:
    http://help.infinitekind.com/kb/user-guides

    It explains the 3 steps of adding a security to Moneydance, designating that security to a particular investment account and finally entering transactions into the register so as to reflect your holdings.

    Once your holdings have been recorded, they will appear as line items in the Quotes & Exchange Rates updater extension which will update the price quotes. (provided that the specific ticker symbols are available from finance.yahoo.com)

    HTH -Kevin N.

  2. System closed this discussion on 24 Nov, 2016 01:40 PM.

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