That's a more tricky one to do.... Try my script which will display your holdings and also give you the option to export to csv file...... To use from moneydanc> menu, window, moneybot console, open, choose file, then RUN... if on Mac, ignore the two xxxx.dylib messages and hey presto.... Let me know if it works OK for you?
No problem at all… All I will tell you is that this script interacts with MD, is readonly and probably gives you what you want…. Quite a few people are using it...
Moneydance can do most things, but unfortunately totalling stockholding across accounts isn’t one of them (and having dug into the depths of MD to understand how it stores this data, I understand why….)
The closest I got using built in MD reports was to use the Portfolio report, selecting the Accounts and stocks, and then export to CSV. You will have to do some editing to get the formats lined up to total the stocks….
Thanks again Stuart, I don't want the additional hassle of having to export to csv files etc so I guess I'll have to get by without it. A pity.
I've now done my monthly update of stock prices in both MS Money & MD, and got them to agree (after a few more dummy entries) so that's good. In the Portfolio report there are extraneous columns which I don't need, ie 1 yr %, 3 year % etc etc. How do I get rid of these? I can't see anything under edit.
If you decide you want to run it, then it pops up with a parameters box as per this first screen shot and you can leave all defaults, or specify filters. You also click Display Only or Display & Export. If you choose the first you get an onscreen window as per second screen shot. If you export you get a csv too. The whole point of the script is to total stocks across accounts, which MD can't/doesn't do..
To run, download StockGlance2020.py from link above. Then in Moneydance, Menu>Window>Show Moneybot Console. Open select the script you downloaded, then RUN. If on a Mac ignore the two silly xxxx.dylib warnings and hey presto... Anyway, up to you, just trying to assist if possible....
Thanks again Stuart, I'll think about downloading the script. I'm running MD on my Mac so could probably just view the results.
Next question - in the Investment Performance report, it shows individual shares to four places of decimals! For UK shares this is unnecessary and just looks daft - it it possible to edit so no decimals appear?
I have to say MD don't appear to have gone overboard on making their reports user friendly or attractive to look at - they need to take a leaf out of MS Money's book.
Thanks again Stuart, I can't see why you'd need decimal points for shares. I realise that in some countries you can buy fractions of a share but that's usually when an individual share has a very high price and I've never seen that in the UK, except maybe on rights issues but then the fractions are usually sold.
It seems to me that the MD reports are very inflexible but I'll just have to live with that.
Hi Derek, yes I can see how unit trusts would have decimal places, but not shares. Actually I've just checked my MS Money report & it shows my shares with three zeros after the decimal point!!! Just not so obvious there as it's a much tidier report.
Correct. At the moment you need to click the Add From File button (bottom left ) in the Extensions window. Latest version attached. Just unzip this. You will see a StockGlance2020.mxt file. This is the file you add. (At some point the developer of MD will add it to the master list).