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Entering Stock Positions

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Adrian Rickett

Nov 30, 2016 @ 04:24 PM

Hello, I am currently using MoneyWiz 2 and I am interested in changing to Moneydance because of the investment tracking etc for my portfolios. I am struggling to start the process and finding it difficult to enter my initial positions (already existing). Do you have a step by step guide to help with this please? Knowledge base wasn't very helpful...
Thanks

1. 1 Posted by -Kevin N. on Nov 30, 2016 @ 04:29 PM

   

   Hi Adrian,

   Take a look at this post for some help with entering securities.
   http://help.infinitekind.com/discussions/investments/1312-shares#co...

   HTH -Kevin N.

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2. 2 Posted by Adrian Rickett on Nov 30, 2016 @ 07:04 PM

   

   Thanks Kevin. When I enter a stock price at 704.60 pence and enter it as £7.4060 instead it doesnt like it.

   Any ideas?

   Regards,

   Adrian

   Adrian Rickett
   +44 773 9999 516

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3. 3 Posted by -Kevin N. on Nov 30, 2016 @ 07:42 PM

   

   Hi Adrian,

   I'm not experienced in the use of other currencies but per your last post...

   When I enter a stock price at 704.60 pence and enter it as £7.4060 instead...

   The two values do not appear to be equal. It looks as though the .406 after the decimal in the amount £7.4060 should be changed to .046 so as to match the pense value of 704.60. Or... vice-versa.

   -Kevin N.

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4. System closed this discussion on Mar 01, 2017 @ 07:50 PM.