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Entering historic share prices

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mgtharris

26 Oct, 2016 09:43 AM

I am just starting to use Moneydance, and have entered most items OK.
I have been able to manually insert historic dividends received over the past years. I would like to insert past share prices but don't understand how to do it.

1. 1 Posted by derekkent23 on 28 Oct, 2016 10:05 AM

   

   I am not support staff, just a user.
   There are at least five way adding historical security price data. Three are covered in the 2015 user guide starting at page 54, download link “http://help.infinitekind.com/kb/user-guides/moneydance-2015-user-gu... The ‘Quite and Exchange Rate’ extension looks the best, but other than exchange rates I don’t us it. Yahoo is the financial data site it uses and it does not cover all my securities.
   I also use two other extensions ‘Security price entry’ and ‘Security price loader’. The ‘Security price loader’ is a free down load from a third party https://bitbucket.org/mikerb/moneydance-2015/wiki/Extensions This has a good user guide on their site. Its .mxt file must be downloaded from there site and installed via EXTENSIONS – EXTENSION MANAGER – ADD FROM FILE in moneydance. Don’t worry about the warning message you will get.

   Which one you use depends on what works best for you.

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2. 2 Posted by dwg on 28 Oct, 2016 10:14 AM

   

   FWIW you can also import share prices from a CSV file if you have access to a service that can provide a suitable file.

   This capability is accessed from the Currency/Security History window for a security. Tools --> Securities and double click on the security is one way to access this window.

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3. 3 Posted by mgtharris on 28 Oct, 2016 12:12 PM

   

   Many thanks.

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4. 4 Posted by mgtharris on 28 Oct, 2016 12:13 PM

   

   Thank you too.

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5. System closed this discussion on 27 Jan, 2017 12:20 PM.