tag:infinitekind.tenderapp.com,2009-01-14:/discussions/general-questions/484-stocks-and-share-pricingInfinite Kind: Discussion 2015-11-25T15:35:30Ztag:infinitekind.tenderapp.com,2009-01-14:Comment/3096302009-08-17T14:33:30Z2009-08-17T14:33:30ZStocks and share pricing<div><p>Hi Ronald</p>
<p>1: Yes you can automatically download stock prices from the LSE.
You can download price information for almost nay symbol listed on
finance.yahoo.com. Automatic downloading of stock prices is handled
by two free Moneydance extensions. "Yahoo! Exchange Retriever" and
"Stock/Forex quote Auto Synchroniser".</p>
<p>2: The first does the job of retrieving the data from the yahoo
servers and the second allows the user to specify the desired
frequency with which the first is invoked, this can be daily if
that is what you want. You can add these extensions by selecting
Add from the extensions menu. The symbol syntax for the yahoo
services requires that you put an extension on the end of the
symbol to indicate which exchange you want data from. For LSE
append a ".L" to the symbol such that RBS would be "RBS.L" without
the quotes. You enter the ticker symbol when you create the
security. When you download data using this extension they system
gets the current price and all the historic price information that
yahoo makes available. You do not need to download the data every
day.</p>
<p>If you broker allows you to download data in OFX, QIF or OFC
formatted file you can import them into Moneydance.</p>
<p>You should be able to export your current quicken data into an
QIF file and them import that data into Moneydance. here are
instructions on that process:</p>
<p><a href=
"http://help.infinitekind.com/faqs/frequently-asked-questions-2/how-can-i-transfer-my-data-from-quicken-into-moneydance">
http://help.infinitekind.com/faqs/frequently-asked-questions-2/how-...</a></p>
<p>I hope this is helpful.</p>
<p>Sincerely</p>
<p>Ben Spencer</p></div>Ben Spencertag:infinitekind.tenderapp.com,2009-01-14:Comment/3096302009-08-17T15:36:21Z2009-08-17T15:36:26ZStocks and share pricing<div><p>Dear Mr Spencer,</p>
<p>Many thanks for your very helpful and speedy reply. Perhaps I am
being a bit thick but you say that using the 'two free Moneydance
extensions', I can download the share prices. Do these integrate
into the main Moneydance program or do I have to run them
seperately? i.e. whilst I am updating my bank accounts can I update
the share prices? I am presuming that the value of each holding and
overal holdings will be calculated at the same time - am I
correct?<br>
My wife and I have 2 accounts each - 4 in total - and I would like
to know if not only I can see each account individually, but also
can they be aggregated so that a single screen can show/list all of
our shares together as in Quicken's 'Investing Centre? How much is
the charge for this service?</p>
<p>Sorry to have gone on a bit, but I was, initially, pleased just
to find out about your programme, and now I need to know even more,
as it would appear that your programme can do what I want.</p>
<p>Many thanks for your patience,</p>
<p>Yours sincerely,</p>
<p>Ronald Wilson</p></div>Ronald Wilsontag:infinitekind.tenderapp.com,2009-01-14:Comment/3096302009-08-17T16:08:04Z2009-08-17T16:08:04ZStocks and share pricing<div><p>Dear Mr Wilson</p>
<p>Indeed the extensions integrate into the Moneydance program. My
preference is to configure the extension to update the share prices
every time I start the program. Once configured this will then
happen automatically. After the prices have been updated the value
of your investment portfolio will be automatically recalculated to
represent the current market value.</p>
<p>You can maintain multiple investment accounts in Moneydance. The
main home page provides a summary of all accounts you are tracking.
part of the home page is for the investment accounts. It lists the
value of each account and breaks them down into the value of each
holding and the cash balance on the account. It also shows a total
for the value of all your investment accounts. There is not
additional charge for this. It is part of the software.</p>
<p>If you are interested you can download a free trial version of
the software from here:</p>
<p><a href=
"http://moneydance.com/other">http://moneydance.com/other</a></p>
<p>Sincerely</p>
<p>Ben Spencer</p></div>Ben Spencertag:infinitekind.tenderapp.com,2009-01-14:Comment/3096302009-08-17T16:41:49Z2009-08-17T16:41:53ZStocks and share pricing<div><p>Dear Ben Spencer,</p>
<p>Many thanks, once again, for your time and patience in answering
my questions.</p>
<p>I can only repeat my grateful thanks to you, and wish you all
the best for the future.</p>
<p>Yours sincerely,</p>
<p>Ron Wilson</p></div>Ronald Wilsontag:infinitekind.tenderapp.com,2009-01-14:Comment/3096302009-08-17T16:44:39Z2009-08-17T16:44:39ZStocks and share pricing<div><p>Dear Mr Wilson</p>
<p>You are most welcome. If you require any further assistance we
are here to help.</p>
<p>Sincerely</p>
<p>Ben Spencer</p></div>Ben Spencertag:infinitekind.tenderapp.com,2009-01-14:Comment/3096302009-08-17T22:17:50Z2009-08-17T22:17:51ZStocks and share pricing<div><p>Hi Ronald,</p>
<p>I have come to Moneydance via the same route as you, Quicken 98
until the stocks stopped updating. The stock/quote synchroniser
works well with LSE stocks. the only issues that I have are with
stocks priced in Euros where the historic prices are stored
correctly in GBP but the current price is displayed divided by an
extra 100. A minor irritation but a lot better than manually
updating quicken.</p></div>tim747tag:infinitekind.tenderapp.com,2009-01-14:Comment/3096302009-08-18T11:28:28Z2009-08-18T11:28:30ZStocks and share pricing<div><p>Dear Ben,</p>
<p>Pardon the familiarity, but I hope I can address you as such
with all the work you have done on my behalf. It is really annoying
when I had thought that I had got all my questions asked to
suddenly relise there are a couple still to ask!!</p>
<p>The first concerns Microsoft - I am at present running Vista but
will switch to Widows 7. Everything I have read states that the
best way of installing Widows 7 is to re-format the hard drive and
do a clean installation. This will mean ALL the programmes being
run on your computer will need re-installing. I am presuming that
having downloaded your programme, and saved it, I will be able to
use the same download to re-install after I have got Windows 7 up
and running. Or will there be a downloaded version for Windows 7,
and how much will this be?</p>
<p>The second point concerns how I use the programme. I have a
desktop and a laptop on which I run Quicken, as I take the laptop
away with me when I go on holday. Is it permitted to run the
programme on two computers, but only use one copy at any one
time.</p>
<p>Again my thanks in advance, for your help and advice,</p>
<p>Yours sincerely,</p>
<p>Ron Wilson</p></div>Ronald Wilsontag:infinitekind.tenderapp.com,2009-01-14:Comment/3096302009-08-18T13:28:53Z2009-08-18T13:28:53ZStocks and share pricing<div><p>Hi Tim747,</p>
<p>Many thanks for taking time and trouble to write in. What upset
me about Intuit's attitude was that I had bought several versions
of Quicken - from a DOS-based version to Quicken 2004 R2, most of
which I still have - and all the warning I got was a letter
basically saying 'go play in the traffic -with very little warning.
OK, moan over!!</p>
<p>I don't have any euro priced stock, and it looks like something
I shall be giving a miss. I do, however, have two Norwegian ETFs
which my broker recommended and which are priced in GBP on their
website, but I may, now, try to find these on a Norwegian stock
exchange!!</p>
<p>I have seen that you appear to be having a problem with
importing price histories from Quicken, and I have a fairly
substantial number to import, some of which go back more than 20
years!! When you get a reply on this subject I would be very
grateful if you could let me know so I could read it as well.</p>
<p>In the meantime, best of luck with transition to Moneydance,</p>
<p>Yours sincerely,</p>
<p>Ron Wilson</p></div>Ronald Wilsontag:infinitekind.tenderapp.com,2009-01-14:Comment/3096302009-08-18T13:48:31Z2009-08-18T13:48:31ZStocks and share pricing<div><p>Dear Ron</p>
<p>I am quite happy to be addressed as Ben.</p>
<p>You can reinstall Moneydance on windows 7 with the same download
you have already made. If you are actively using Moneydance and
wish to move your transaction data over to the new installation, be
sure to make a backup of the Moneydance data file. The name and
location of this file is determined by the user when they first ran
the program. If you have trouble finding it search your computer
for files ending in ".md" without the quotes. No additional
download is necessary and no additional cost will be incured.</p>
<p>Here is out licence agreement:</p>
<p>"We have a somewhat simple formula that we like for our users to
follow in determining how many licenses they need. Take the number
of people using Moneydance and the number of computers no matter
the operating system on which it is being used. Choose the lower of
the two numbers and that's how many licenses to purchase. I.E. you
can either a) use it on as many computers as you like, or b) have
as many people as you like use it on one computer. For the purposes
of our license, couples count as a single person."</p>
<p>Using Moneydance on both your laptop and you desktop is
perfectly reasonable and within the terms of the license agreement.
You only need one licence key to use the software in this way. You
will have to share access to the Moneydance data file between your
two computers. Either using a windows shared directory or putting
the file on a server. I like to use the 3rd party free service
called dropbox for sharing access to files on multiple computer.
Especially if those computers are not on the same network. You can
read about and download the necessary software for this service
here: <a href=
"https://www.getdropbox.com/">https://www.getdropbox.com/</a></p>
<p>Sincerely</p>
<p>Ben Spencer</p></div>Ben Spencertag:infinitekind.tenderapp.com,2009-01-14:Comment/3096302009-08-24T14:16:39Z2009-08-24T14:16:41ZStocks and share pricing<div><p>Dear Ben,</p>
<p>Soory to be a nuisance, but I have a problem that I hope you
will be able to solve for me.</p>
<p>Following on from our previous - and, I must say, very
impressive - exchanges I downloaded the trial version. However the
point, as I think you probably worked out previously, that I really
need to test is the share updating. In your first reply you stated
that the updating could be accomplished by the use of two
additional programme extensions - "Yahoo! Exchange Retriever" and
"Stock/Forex quote Auto Synchroniser". As I do not know where to
obtain these programmes - they do not appear to be on the trial
version download page - is it possible for you to tell me where I
can get these? Or are they only available once the main - paid for
- programme has been downloaded?</p>
<p>As I said above, sorry to be a nuisance, but before I expend a
considerable amount of time and effort converting my Quicken data
to Moneydance data, I need to be convinced that it will - as we say
over this side of the pond - 'do what it says on the tin'!!</p>
<p>Yours sincerely,</p>
<p>Ron Wilson</p></div>Ron Wilsontag:infinitekind.tenderapp.com,2009-01-14:Comment/3096302009-08-24T14:41:36Z2009-08-24T14:41:36ZStocks and share pricing<div><p>Dear Ron</p>
<p>Moneydance has a built in method of downloading and installing
extensions. This functionality can be accessed through the
extensions menu. Here is a link to an article that describes the
process of installing these extensions.</p>
<p><a href=
"http://help.infinitekind.com/faqs/frequently-asked-questions-2/how-can-i-import-security-stock-or-mutual-fund-prices">
http://help.infinitekind.com/faqs/frequently-asked-questions-2/how-...</a></p>
<p>These can be installed on the trial version.</p>
<p>Let me know if you need any assistance.</p>
<p>Sincerely</p>
<p>Ben Spencer</p></div>Ben Spencertag:infinitekind.tenderapp.com,2009-01-14:Comment/3096302009-09-01T19:45:20Z2009-09-01T20:03:25ZStocks and share pricing<div><p>Dear Ben,</p>
<p>You have been more than helpful to me, but I need to impinge on
your good nature once more. It's partly a 'fault' with Quicken, but
which may cause a problem with MoneyDance and for which I need your
help.</p>
<p>I downloaded the trial version a week or so ago, but then
realised that I would have to do some tidying up work in Quicken if
I was - in effect - going to lose the programme. Having, at last,
managed to do this I was going to save the account to a .QIF file.
But I then found out that each of my sub-accounts - for instance
our main current or cheque account and deposit account, at the RBS
incidentally, our tax-free and ordinary stock-broker accounts and
savings accounts with other institutions - have to be saved as
individual and seperate files. I know MoneyDance can import .QIF
files, but can you tell me if it allows for the import of multiple
files into the same account? And if it does so, is there is a limit
to the number of these files? It's just that I have counted up the
number of files I have and the total number is 70!! However there
are some that are virtually defunct and what I will do is to clear
their monies into other accounts and not transfer them. I suspect
that this will get rid of some 20 or so files, but this still
leaves anything up to 50 files to import into MoneyDance!!
Obviously I will only import only a few files to make certain that
I can get what I want from the programme but I want/need to make
certain that I can import all of my files, if necessary!</p>
<p>Any advice and/or help you may be able to give me will be very
gratefully received.</p>
<p>Yours sincerely,</p>
<p>Ron Wilson</p></div>Ron Wilsontag:infinitekind.tenderapp.com,2009-01-14:Comment/3096302009-09-13T16:49:54Z2009-09-13T16:49:54ZStocks and share pricing<div><p>Dear Ron</p>
<p>I am sorry I have not responded sooner. I have been on vacation
the last week and I had left this case assigned to myself thinking
it was resolved. My apologies.</p>
<p>I believe that with versions of Quicken later than quicken 2005
you can export all of you quicken data into a single QIF file.
However if you are using a version that only allows export of one
account per qif file this is not a problem for Moneydance.
Moneydance does not have a limit on the number of qif files that
can be imported. And you can import multiple qif files into a
single Moneydance account. If necessary you can import all of your
files.</p>
<p>Sincerely</p>
<p>Ben Spencer</p></div>Ben Spencer