Security Prices

Moneydance offers the ability to enter historical stock prices directly from the Investment accounts.
You can do so in the following ways -

Manual Entry -

Open your Investment account and select the Securities Detail view.

Look at the Security Functions and choose "History".

Select "New" to create a new line in the panel on the left.
Amend the details in the line to change the date, price, volume etc. as required.

You can repeat this to enter as many new entries as you'd like.

If you have many entries you may need to scroll down to see the new line.

security_price_window.png

You can also access this window by selecting Tools > Securities.
Then double-click on the security name to open the history window.

Importing prices from your security transaction history -

Open your Investment account and select the Securities Detail view.
Look at the Security Functions and choose "History".

Then select the "Import..." button.
Choose “Import from Transactions” and select “Import”.

The information from your security transactions will then be integrated into your security history.

You’ll need to repeat this process for each security you’d like to import prices for.

import_price_history.png

Importing a File -

You can import Comma delimited or Tab delimited files containing your prices.

Open your Investment account and select the Securities Detail view.
Look at the Security Functions and choose "History".

Then select the "Import..." button.
Select “Import from File” and click “Import”.

Then navigate to and select the file containing the security price history.

Quotes and Exchange Rates Extension -

Moneydance can automatically download price information using this extension.

You'll find information about setting up and using this extension in this article.

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