Prices of stocks/bonds

bobaleeds's Avatar

bobaleeds

30 Jun, 2020 02:37 PM

I have two Moneydance files, each of which has a bond or stock. In the older one, the total value of the bonds changes as I input new prices. In the newer one, although I have input monthly prices, the value shown is still based on the original price. How do I get this one to change the total value along with the price changes,? I can't see anything I've done differently.

  1. 1 Posted by Christopher on 30 Jun, 2020 04:12 PM

    Christopher's Avatar

    Hi,

    I use the "Security Price Entry" extension for doing this with US savings bonds. I do it quarterly.

    In the extension enter the new prices, and make sure to set the "as-of Date" and "Also set these prices as "current"."

  2. 2 Posted by bobaleeds on 30 Jun, 2020 04:28 PM

    bobaleeds's Avatar

    I'd never heard of this extension, but downloaded it and it seems to do exactly what I need.
    Thanks for the prompt and helpful response.

  3. bobaleeds closed this discussion on 30 Jun, 2020 04:28 PM.

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