Dates for updated Investment Prices in reports; flag to highlight price not updated

JimRB's Avatar


01 Oct, 2017 11:53 AM

I have been trying to find a way to sort this one out, but nothing in MoneyDance seems to help. The date is available in each individual Security History, but going through them all takes a long time.

I have 20+ investments, and occasionally they don't all update, or they have an update date that is not the same as the date that the MoneyDance update was last run. Two of them don't download from the Google or Yahoo sites, so I have to do them manually.

It is easy to get a list of investments, but it is impossible to get a list that includes "last date on which the price was updated". I'd hoped that the Investment Report might do that, but it is not even an available field. I do feel that is a major missing feature.

Ideally it would also show under the drop down menu Extensions> Quotes and Exchange Rates > Advanced, where it would fit beautifully next to the latest price. Even if there was just a flag to show that some had not updated, it would be a help.

Way back in 2013 you had added a ticket to your ticketing system to suggest implementing this functionality.. What happened?
Dates for Updated prices in reports

  1. System closed this discussion on 31 Dec, 2017 12:00 PM.

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