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Why are my investments not updating?

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Lori Ernst

22 Sep, 2018 07:02 PM

Why are my investments not updating? I upgraded to the latest version of Moneydance thinking that would solve my problems with the stocks updating. All are still erring and not updating....

1. 1 Posted by jkwood82 on 22 Sep, 2018 07:31 PM

   

   This comment was split into a new discussion: Why are my investments not updating?

   I am having the same or similar issue. Like Lori Ernst, I upgraded to the latest MD version, & then I tried both updating investments & downloading transactions from the financial website, but neither seems to be working.

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2. 2 Posted by derekkent23 on 22 Sep, 2018 07:54 PM

   

   I am not support staff, just a user.

   You need to check if you are running the latest version of the Quotes and Exchange Rates updater v1020 under EXTENSIONS – MANAGE EXTENSIONS.

   If you are running the latest version and it has worked in the past then there is probable not much you can do. I however this is your first attempt to use the Q & ER then you may have some setting wrong, post more details with a screen shot of your setting in the Q & ER.
   There is a free alternative third-party system called Quote Loader see post 68 in this thread http://help.infinitekind.com/discussions/investments/3771-third-par...

   Hope this helps.

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3. 3 Posted by jkwood82 on 22 Sep, 2018 10:04 PM

   

   Thank you for your response. I don't have Q & ER even installed as I'm not
   looking for price quotes or exchange rates. How does this extension work to
   help with transaction downloads?

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4. 4 Posted by derekkent23 on 23 Sep, 2018 06:38 AM

   

   I am not support staff, just a user.

   Hi jkwood82

   The Q & ER is not a tool for downloading Transaction. To help with that type of issue you will need to provide a lot more information. The exact version and build of Moneydance you are running. The financial intuitions you are dealing with. The type of download. Is it direct connect or are you downloading a file from your account and tying to import it into Moneydance, if so what is the file type. What error messages are you getting. For general information see http://help.infinitekind.com/kb/online-banking-and-bill-pay

   Hope this helps.

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5. 5 Posted by jkwood82 on 23 Sep, 2018 07:52 PM

   
   
   

   
   

   On Sun, Sep 23, 2018 at 2:38 AM derekkent23 <[email blocked]> wrote:
   

   @ derrekkent23, thank you for your clarification. I just updated to what should be the latest MD software, v. 2017.8 (1691). I have no problem downloading transactions from my bank or credit card. What I had hoped to do (& believe I have done in the past) was download transactions for my investments. I had no problem with American Funds, but downloading from Franklin Templeton gave me issues. I began by using their own downloader & then import the file into MD. That would begin well & look like it was working, but when I checked afterwards, nothing had imported. So I also tried using MD's "Download [account] transactions." That didn't work either.

    

   // Please reply above this line ================================================== From: derekkent23 I am not support staff, just a user. Hi jkwood82 The Q & ER is not a tool for downloading Transaction. To help with that type of issue you will need to provide a lot more information. The exact version and build of Moneydance you are running. The financial intuitions you are dealing with. The type of download. Is it direct connect or are you downloading a file from your account and tying to import it into Moneydance, if so what is the file type. What error messages are you getting. For general information see http://help.infinitekind.com/kb/online-banking-and-bill-pay Hope this helps. On Sat, Sep 22 at 03:04 PM PDT, jkwood82 wrote: Thank you for your response. I don't have Q & ER even installed as I'm not looking for price quotes or exchange rates. How does this extension work to help with transaction downloads?

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6. 6 Posted by Tom Freeman on 24 Sep, 2018 12:13 AM

   

   @Lori Are you using the quote and exchange extension? If so can you please attach a screen shot of your extension window.

   Tom Freeman
   Infinite Kind Support

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7. System closed this discussion on 24 Dec, 2018 12:20 AM.