manual updates

Sam's Avatar

Sam

Feb 08, 2025 @ 02:23 PM

How do I update security values manually?

  1. 1 Posted by Stuart Beesley ... on Feb 08, 2025 @ 02:30 PM

    Stuart Beesley (Mr Toolbox)'s Avatar

    Your best bet is the QuoteLoader extension.
    Or for quick entery there is a security price entry extension.

    Or tools/securities/select/edit/ add a new dated price.

  2. 2 Posted by Sam Clarke on Feb 08, 2025 @ 07:26 PM

    Sam Clarke's Avatar

    Thank you!  Your 1st suggestion works.  The add dated price option was not available under tools/securities/select/edit/    

    Sam

    Do unto those downstream as you would have those upstream do unto you.-- Wendell Berry

        On Saturday, February 8, 2025 at 09:30:24 AM EST, Stuart Beesley (Mr Toolbox) <[email blocked]> wrote:
     
       
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  3. 3 Posted by derekkent23 on Feb 09, 2025 @ 07:44 AM

    derekkent23's Avatar

    I am not support staff, just a user.
    Hi Sam

    Glad to hear Quote loader worked for you.

    I case you have not found it for information on the features of Quote Loader and how to use see https://infinitekind.tenderapp.com/discussions/investments/7595-quo...

    Download the PDF’s attached to post 112 and have a read.

    To get an overview take a look at the YouTube videos by using the links on page 1 and 2 of the PDF.

    The Quick Start Video is intended to give a quick overview so the user can see if Quite loader looks like it could work for them. The Short Video expands the user’s knowledge giving more detail. The Full Video goes even further but may be too wordy for some.

    The PDF reinforces what’s leaned in the videos, provides step by step instructions, a must read and provide answers on how to handle less obvious issues some users may come across.

    Let us know how you get on or if you need help just post. If any securities return an error then post your base currency, the Ticker, full Security Name and last price you have and its traded currency or just post a screen shot of the Quote Loader windows after you click GET PRICES.

    Hope this helps.

  4. 4 Posted by Sam Clarke on Feb 09, 2025 @ 01:17 PM

    Sam Clarke's Avatar

    Wow!  Thanks for sharing.  I have used Quicken for over 25 years and now it crashes frequently.  I don't know if it's the number of transactions or the amount of time it's on.  Q tech assistant tried to help, but to no avail.  I gave up and am now rebuilding.  Thanks again for your assistance.

    Sam

    Do unto those downstream as you would have those upstream do unto you.-- Wendell Berry

        On Sunday, February 9, 2025 at 02:44:14 AM EST, derekkent23 <[email blocked]> wrote:
     
       
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