tag:infinitekind.tenderapp.com,2009-01-14:/discussions/moneydance-development/1648-quotes-and-exchange-rates-extension-pulling-in-currencies-correctlyInfinite Kind: Discussion 2018-10-18T14:06:39Ztag:infinitekind.tenderapp.com,2009-01-14:Comment/405358472016-08-14T16:55:51Z2016-08-14T16:55:52ZQuotes and Exchange rates extension pulling in currencies correctly<div><p>Hello,</p>
<p>I am new to using the app and recently downloaded this app. You
can get quotes from the TSX in yahoo by entering the symbol with a
.to behind it (ie. Lightstream Resources is LTS.TO). This is great
but the extension still recognizes these prices as USD and then
converts again to CDN when the original price is already in CDN.
Can this be corrected please?</p></div>Manpreettag:infinitekind.tenderapp.com,2009-01-14:Comment/405358472016-08-15T05:39:17Z2016-08-15T05:39:17ZQuotes and Exchange rates extension pulling in currencies correctly<div><p>Hello!<br>
I just checked the code and we do already account for securities at
the Toronto exchange being in Canadian Dollars. The problem may be
that the official three letter code is CAD instead of CDN. Can you
double-check that the Canadian Dollar in your currencies list has
the ID CAD? If it doesn't, that would prevent the quotes and rates
extension from finding it and properly setting the prices relative
to CAD at download time.</p>
<p>Thanks!<br>
Sean</p></div>Sean Reillytag:infinitekind.tenderapp.com,2009-01-14:Comment/405358472016-08-20T13:56:43Z2016-08-20T13:56:43ZQuotes and Exchange rates extension pulling in currencies correctly<div><p>Thanks for the reply. I was able to confirm that the Canadian
Dollar currency is CAD. I am using the Quotes and Exchange rates
extension. When I look at the prices they show up in USD and are
then converted to CAD. For example, LTS.TO is currently at $0.045
per share but this price shows up under USD and is then converted
to CAD.</p>
<p>I don’t think it is the conversion that is broken but the
extension importing prices with .TO at the end as USD instead of
CAD. I hope this explanation helps and you can help correct the
issue. Also, not sure if it matters but I am currently using the
free version and trailing it out to ensure it fits for me before
buying.</p></div>Manpreet Madantag:infinitekind.tenderapp.com,2009-01-14:Comment/405358472016-08-20T14:11:41Z2016-08-20T14:11:41ZQuotes and Exchange rates extension pulling in currencies correctly<div><p>Also, when downloading transactions can you default the category
to be the same as the previous transactions. Ie. if I shop at
Safeway all the time and code this to the category Groceries, can
future transactions downloaded be automatically coded to
Groceries?</p>
<p>Thanks again.</p></div>Manpreet Madantag:infinitekind.tenderapp.com,2009-01-14:Comment/405358472016-08-31T14:34:33Z2016-08-31T14:34:33ZQuotes and Exchange rates extension pulling in currencies correctly<div><p>Hello,</p>
<p>I apologize for the delay in our reply. I'm not able to recreate
the issue you describe with LTS.TO. Both Moneydance and Yahoo
Finance seem to be in agreement about its current value, and there
doesn't appear to be a conversion from USD. Can you please clarify
where exactly you are seeing this conversion from USD? Is it in
your investment account register, a graph somewhere, the Quotes and
Exchange rates extension, or somewhere else? Can you attach a
screenshot of what you are seeing? If you're not sure how to take a
screenshot, please see <a href="http://take-a-screenshot.org/">http://take-a-screenshot.org/</a></p>
<p>On your second question, from what you describe, it sounds like
you may not be going through the confirmation process after you
download or import your data. Downloaded transactions should have a
blue dot next to them in the description field. Clicking on a
transaction with a blue dot should open a right sidebar with
confirmation options. If the transaction is similar to one you have
already manually entered, one of the options should be to merge
those transactions, or you can choose other options, like
confirming the transaction with the correct category. The more
transactions you confirm with the correct category, the better
Moneydance will get at suggesting the correct category for similar
transactions in the future. More details on the confirmation
process with screenshots can be found on pages 38-39 of the
Moneydance user guide (<a href="http://help.infinitekind.com/kb/user-guides/moneydance-2015-user-guide">http://help.infinitekind.com/kb/user-guides/moneydance-2015-user-guide</a>).</p>
<p>Ethan<br>
Moneydance Support</p></div>Ethantag:infinitekind.tenderapp.com,2009-01-14:Comment/405358472016-08-31T21:47:57Z2016-08-31T21:47:57ZQuotes and Exchange rates extension pulling in currencies correctly<div><p>Thanks for your reply. I see that I can now select the exchange
as TSX and that has resolved the issue for me. I appreciate the
responses from your support team and have purchased the full
version!</p></div>Manpreet Madan