Updating security prices

Frank Tommasini's Avatar

Frank Tommasini

05 Feb, 2018 03:52 PM

I am trying to update mutual fund security prices and come up with a bottom line figure. I go under quotes and exchange rates and hit update but all I get is the same figure and error message. What am I doing wrong? Thanks

  1. 1 Posted by -Kevin N. on 05 Feb, 2018 04:12 PM

    -Kevin N.'s Avatar

    Hi Frank,

    What version and build number of Moneydance are you using? (Menu bar > Help > About Moneydance)

    What build number of the Quotes & Exchange Rates Updater are you using? (Menu bar > Extensions > Manage Extensions > Q&ER Updater)

    Did you purchase Moneydance thru the Moneydance website?

    -Kevin N. (not a member of MD support)

  2. 2 Posted by Frank Tommasini on 05 Feb, 2018 05:03 PM

    Frank Tommasini's Avatar

    > Version 2017 (1584)
    Version 1012
    Bought thru website

  3. 3 Posted by -Kevin N. on 05 Feb, 2018 05:09 PM

    -Kevin N.'s Avatar

    Hi Frank,

    Update your version to MD 2017.6 (1656)
    http://infinitekind.com/download-moneydance-personal-finance-software

    Version 1012 of the Q&ER Updater should be OK. Did you attain the free, API key from AlphaVantage?

    Make sure to choose AlphaVantage from the relevant drop-down lists in the Q&ER updater.

    -Kevin N. (not a member of MD support

  4. 4 Posted by Frank Tommasini on 05 Feb, 2018 05:38 PM

    Frank Tommasini's Avatar

    Thanks for your help Kevin
    I was able to update Moneydance but still not getting the mutual funds to update. Is there a way to do it manually?

  5. 5 Posted by -Kevin N. on 05 Feb, 2018 05:52 PM

    -Kevin N.'s Avatar

    Hi Frank,

    Is there a way to do it manually?

    The easiest way that I've found to enter quotes manually is by using the Security Price Entry extension. It pretty straight-forward. Set the Date, enter the quote, check mark the option to make the price current and click Apply.

    Were you able to get the API key from Alphavantage?
    What's the ticker symbol that won't update?

    -Kevin N. (not a member of MD support)

  6. 6 Posted by Frank Tommasini on 05 Feb, 2018 06:13 PM

    Frank Tommasini's Avatar

    Kevin

    Got it to work. Thanks
    One more thing. I am going to try the mobile app on my ipad. Is it hard to work? Do i need dropbox?

  7. 7 Posted by -Kevin N. on 05 Feb, 2018 06:19 PM

    -Kevin N.'s Avatar

    Hi Frank,

    I'm afraid that I can't offer any insights into the mobile app. I don't have an i-Pad / i-Phone and I was weaned on Windows. :\

    -Kevin N (not a member of MD support)

  8. System closed this discussion on 07 May, 2018 06:20 PM.

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