tag:infinitekind.tenderapp.com,2009-01-14:/discussions/investments/539-i-nputting-shareholdings-into-moneydanceInfinite Kind: Discussion 2015-11-30T09:40:11Ztag:infinitekind.tenderapp.com,2009-01-14:Comment/385518492015-11-25T15:00:11Z2015-11-25T15:00:12ZI NPUTTING SHAREHOLDINGS INTO MONEYDANCE<div><p>How do I put my shareholdings into Moneydance? Only options as
to type seem to be as BANK or INVESTMENT.<br>
If I choose INVESTMENT it just shows cash value. Can't show number
of shares and share price. Can't get into the portfolio summary
table. Also how do I ensure automatic daily update of share value
and overall portfolio position?<br>
Is there a simple step by step set of actions to achieve
shareholding representation and control?</p>
<p>Would like to take this opportunity to thank you for fairly
recent help in resetting Moneydance which very much
appreciated.<br>
Regards</p></div>GLYNN JONEStag:infinitekind.tenderapp.com,2009-01-14:Comment/385518492015-11-25T15:42:55Z2015-11-25T15:42:55ZI NPUTTING SHAREHOLDINGS INTO MONEYDANCE<div><p>Hi Glynn,</p>
<p>I would recommend you have a look at Chapter 7 of the <a href="http://help.infinitekind.com/kb/user-guides/moneydance-2015-user-guide">
User Guide</a>, which has information on investment accounts.
Specifically <strong>page 51</strong>, which details
"securities".</p>
<p>To manually change the current price of an investment, select
'Securities Detail' of the Investment Account. You can find the
button on the upper right of the investment screen. Select the
investment in question from the drop-down list. Once selected,
click the 'History' button. In the resulting form, fill in the
'Current Price' and click 'New'.</p>
<p>In the investment register go to the 5th column, top line and
you can enter the number of shares. Also, if you enter the price
and total cost it should calculate # of shares bought. Once you
have # shares the value will show up.</p>
<p>You may also want to install the 'Quotes and Exchange rates'
extension, which downloads security price quotes and exchange rates
from Yahoo and Google. You can do this within Extensions -->
Manage Extensions.</p>
<p>Please let me know if I can be of further assistance.</p>
<p>Jenny<br>
Infinite Kind Support</p></div>Jennytag:infinitekind.tenderapp.com,2009-01-14:Comment/385518492015-11-29T18:17:03Z2015-11-29T18:17:03ZI NPUTTING SHAREHOLDINGS INTO MONEYDANCE<div><p>Hi Jenny! Thank you very much for your response.<br>
Following your advice I have now successfully put my share holdings
into<br>
Moneydance.<br>
Again would like to thank support staff for previous assistance and
now for help<br>
received in upgrading to Moneydance 2015.<br>
Regards</p>
<p>Sent from my iPad</p></div>Glynn Jonestag:infinitekind.tenderapp.com,2009-01-14:Comment/385518492015-11-30T09:40:11Z2015-11-30T09:40:11ZI NPUTTING SHAREHOLDINGS INTO MONEYDANCE<div><p>Hi Glynn,</p>
<p>No problem, glad we were able to get this resolved for you!</p>
<p>Please let me know if I can be of further assistance.</p>
<p>Jenny<br>
Infinite Kind Support</p></div>Jenny