Entering Stock Positions

Adrian Rickett's Avatar

Adrian Rickett

30 Nov, 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...

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

    -Kevin N.'s Avatar

    Hi Adrian,

    Take a look at this post for some help with entering securities.

    HTH -Kevin N.

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

    Adrian Rickett's Avatar

    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?



    Adrian Rickett
    +44 773 9999 516

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

    -Kevin N.'s Avatar

    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.

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

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