tag:infinitekind.tenderapp.com,2009-01-14:/discussions/switching-from-another-personal-finance-program/13597-switching-from-quicken-2017-and-investment-account-import-balances-are-not-correctInfinite Kind: Discussion 2019-08-03T21:30:23Ztag:infinitekind.tenderapp.com,2009-01-14:Comment/472355412019-05-04T21:29:56Z2019-05-04T21:29:56Zswitching from Quicken 2017 and investment account import balances are not correct<div><p>I am not support staff, just a user.<br>
Hi James.</p>
<p>I can only answer your last question.</p>
<p>There are two methods within Moneydance for obtaining security prices automatically.<br>
The extension “Quote and Exchange Rate Updater found under EXTENSIONS – MANAGE EXTENSIONS. Install this extension. For exchange rates use the source European Central Bank. If your securities are in the US try IEX Trading first, if that does not support a security try Alpha Vantage. Alpha Vantage also cover some securities outside the US, but is very, very slow.</p>
<p>If the Quote and exchange rate updater does not work well for you try the free third-party Quote Loader. Both of the sources in the Quote Loader have good coverage of world wide securities.</p>
<p>For 2019 see post 145 at <a href="https://infinitekind.tenderapp.com/discussions/investments/4039-quo">https://infinitekind.tenderapp.com/discussions/investments/4039-quo</a>...</p>
<p>It has far wider coverage and is fast.</p>
<p>Download the PDF attached to these posts and have a read. To get an overview take a look at the YouTube video by using the link in the PDF.</p>
<p>Let us know how you get on or if you need help just post.</p>
<p>Hope this helps.</p></div>derekkent23