Currently Moneydance can only download quotes from finance.yahoo.com. This is different form uk.finance.yahoo.com. the two sites do not offer the same set of quotes. Unfortunately GB0001036531GBP is not listed on finance.yahoo.com. We are looking into a more generalized solution for downloading security price information that will allow users to obtain quotes from a wide varity of sources. I do not currently have a time frame for when we might get that implemented.
I am sorry for the inconvenience this is causing you.
That's a real shame. Hopefully it won't fall off the bottom of the list. It's pretty frustrating to have the data available but not to be able to tell the computer to grab it (I know historical data isn't available on yahoo for this, that's not a big problem for me).
This was not enough to stop me registering, though - a good little program, once I got into it. Registered it this morning, yet to get my code.
Whilst I think of it, though I did find that the helpfiles were not readily accessible as a new user and could prove a barrier to entry. It would have been very helpful to have had a set of tutorials which demonstrated: How to set up basic accounts, how to enter transactions, how to enter stocks, how to get stocks updating, how to do scheduled transactions etc.....
I know all that is 'out there' - I found out how to do this stuff, after all - but it would benefit a new user hugely by being more 'available' - there were two occasions that I almost walked from Moneydance as it wasn't obvious how to do something which turned out to be relatively straightforward.
I realize and agree that the documentation is rather lacking in Moneydnace. Improving the help files and writing knowledge base articles is something that is always on our todo list and unfortunately often gets a lower priority than some other things. Thanks for the report. We are working one it.
I am sorry but for me the lack of UK fund updates is a deal breaker and I've had to delete Moneydance for now. Will look back later to see if the position changes but need to find an alternative to MS MOney fast.
My purchase of a V64 machine has coincided with MS dropping MS Money which I have used for years. I like MD and find it far more user friendly than MS Money. The lack of quotes for UK Funds/OICS/etc is big anoyance (everything I read said you could get equity quotes which is true) do give us a fix tor this ASAP. regards Graham
I've bought a licence for Moneydance now, as a replacement for MS Money, but I too am frustrated by the lack of quotes for UK Funds and OEICs. I've also noticed that some (but not all) investment trusts lack quotes. So I can get a quote, for example, for Black Rock World Mining (BRWM.L) but not for Lowland Investment Co (LWI.L). I look forward to seeing downloadable quotes for a fuller range of instruments.
Update to ticket 1283 (UK stock prices)
I have upgraded to V2010 but I am still having problems with obtaining some UK stock prices via the Stock Quote Synchroniser tool. Other stock prices are OK and I can't see what the difference is. Note that I can obtain the prices myself from the US Yahoo site without a problem.
I attach a file with the output from the console window for MYI.L (Murray International Investment Trust)
setStatus(Getting price for from finance.yahoo.com..., 0.009999999776482582)
java.lang.Exception: Received response code 404 and message 'Not Found' when querying MYI.L
at java.lang.Thread.run(Unknown Source)
finance.yahoo.com does not provide downloadable price information for all the securities that you can see on their website. I am afraid that MYI.L is one of the one that yahoo are not providing downloadable price information for.
I am afraid we do not currently have a time line on when the stock quote synchronizer extension will support alternative source. I can tell you that the developers are working on it. And I don't have any additional information.
Note that you can load historical prices (daily over whatever period you
want) for LSE shares after downloading the data from a site such as
www.digitallook.com. I then update any current prices manually when I
need an accurate valuation.
It's very frustrating and I hope that there's a proper solution soon.
on 09 May, 2010 06:45 AM
Not sure how TRAC voting works and not sure whether I can be bothered to learn, but I spent 2 hours getting to know Moneydance last night. I want something to work in a MAC environment rather than MSMoney in Vista. However this UK funds issue is really is a deal breaker. It is easier to keep the windows PC going for finance management, than spend a long time collecting and entering fund prices. The collecting and entering stock data was the reason I moved from Quicken to Money, Quicken kept falling over on this point.
I am prepared to invest the time to move all the accounts, circa 280 including closed accounts to maintain history, but not for collecting and entering data, that's what PC's are good at. I see on the TRAC ticket that it is low priority and therefore cannot envisage a time when this will be fixed for non US investors. Quite happy to be contacted at some point but might have found another solution by then.
I wish you well going forward but Money and Vista work for me at present without having to manually enter OIEC data
Am still watching Moneydance for UK Fund updates, I've now looked at lots of alternatives but there appears a real reluctance by all to provide non-US price updates. Currently I've reinstalled Money 2003 which interestingly is downloading all fund prices whereas before I uninstalled it the fund updates had stopped.
This issue wouldn't be so bad, if I could import prices from a CSV file
Any prices already entered would not be imported, (unless over-ride checked), and a graph of share price vs time would be shown before import (to help catch errors)
Would also like to bulk edit (e.g. if prices are in pounds but should be in pence, or vice versa)
Of course, being able to specify a data source would be better still (even if I then had to provide that data source myself!) E.g. I have a script which scrapes fund data to CSV - wrote it for same problem in quicken, but unlike quicken I have no way to import.
If I could specify a data source, I could format the data appropriately and automate the import.
on 09 May, 2010 08:05 PM
When I was playing last night, I used some of the python scripts to upload 10 years history into Moneydance, when I get time I will post the link to the source and instructions. I'm not near my home pc at the moment, but will have a look when I am around Monday evening
So you may be saved, however it is still a pain in the derriere to have to input to csv manually or otherwise then bulk load the results.
I still want a better solution before spending a minimum of six hours converting accounts to QIF, then importing them and then doing a full balance reconcilaition of income and expenditure and then the balance sheet. Money made it easy to import.
Will probably just use both PC's it justs seems an easier solution especially given that the reporting out seems very limited.
I too was very excited about transferring from Microsoft Money UK to Moneydance. But I've now read this discussion thread with great disappointment. It's hard to understand why it should be so difficult for Money Dance to enable downloading of UK share prices or to give a reliable date for this to happen.
I can only conclude that Money Dance is not currently serious about making its product user friendly for the UK market. Subsequently, for the time being, I too will have to give this product a miss.
Not sure how to link but if you search for the following thread
Subject: Script provided to import stock history from csv file
You can use that methodology to get it to work from a csv. The ticker symbol is whatever you put in the Moneydance ticker line for the stock. You need to get the csv right, I made sure I used the US date format etc. The issue with this method is that it deletes the data and reinstates it. So if the csv has any errors in it every update will bring back the errors. As I put in a previous post, I update 9 years of stock history doing it using yahoo. I am personally still using 2 PC's. I am seeing if I can get a Windows OS disc and then use the MAC in dual state, perhaps an even better answer.
Here's the link to the knowledge base article that was created from the thread which was referenced by Rob.
While we are serious about making our product user friendly for many markets (the UK included), we're a small company and can't always implement these suggestions as quickly as we would like. I know that doesn't help those of you who are waiting for these features, but we haven't forgotten about you or international investment support.
Please let me know if I can be of further assistance,
Thanks for the reply, I think the frustration you see here is not that you have not done it, it is not knowing when, is it a month away, three, six, a year. Having worked for various organisations over the last 20 years I cannot believe that you do not have a timeline to work to. Earlier in the thread it is referred to as being worked on, how fast, when is it due. I think we all appreciate that you are small and that resources maybe limited and supporting the existing US user base maybe your most important priority. However if you don't see a business case for doing the coding just say so and I think you will get more credit in the long run. I think the incremental sales you are getting but promising sometime soon is limited and others like me will not go near it until it is resolved.
I am sorry that you are feeling frustrated. I understand where that comes from and I recognize that not knowing when this feature will get implemented is far from ideal. We do not have a time line for this feature. Work has been done on this feature and it has been put on a back burner to work on issues that are of a higher priority. I understand that this feature is a high priority for you and I am not in a position to make any promises about when it will be completed. We do see a business case for doing the coding and we have limited resources.
I have no intention of making sales on promises for features that are not yet complete. I am sure we will get there one day and if the software does not currently meet your needs you should not buy it.
Will just have to wait and see, I had already made that decision, re purchase, as I know how frustrating Quicken was when it started not supporting auto update on some stocks. I still prefer Quicken to Money, but could not live with finding prices and entering them in manually.
I spent 50GBP, bought Parallels and now running Money 2002 on my Mac. The difference in price is easily recouped by not having to move all the accounts across using QIF one by one, then reconcile it to ensure that it is all there.
No new techniques to learn, good reporting in Money and it's all there, 10 years of history etc, etc. It's a pity because I think this Moneydance could be good, but it now needs to be a lot better to justify the cost and time I need to invest to get it to work for me. Hope you get a better response than the non committal, we are working on others things, this is the bottom of the list response I seemed to elicit last time out.