Setting up the software

Ashraf's Avatar

Ashraf

Aug 26, 2018 @ 11:08 AM

Hi,

yesterday I bought Moneydance & initially found it be a good software. But right now I am a kind of disappointed with this software for 3 main reasons.

1. There are many options in online menus which are grey & inactive. Why are they grey? Please see the attachment! Unfortunately nothing can be done to setup the connection.

2. The software does not display the amount in german version correctly. For example, One thousand € and 12 cents in english version = € 1,000.12 but in german version should be € 1.000,12. That is, there is a comma in german before the cent part. This makes things confusing.

3. The exchange rate being displayed in the software for different currencies are not current. How can one update them?

And an additional question!
4. Does this software supposed to work in Germany? (For example, with german stock exchange etc.)

Regards
Ashraf

  1. 1 Posted by derekkent23 on Aug 26, 2018 @ 02:59 PM

    derekkent23's Avatar

    I am not support staff, just a user.

    Hi Ashraf

    1. For these options to be active you must select the account in the side bar that you wish the option to apply to. Also see http://help.infinitekind.com/kb/online-banking-and-bill-pay how many of these work, depends on your Banks.

    2. Did you change the decimal separator to “,” under FILE – PREFERENCES? You need to restart Moneydance for this change to take effect.

    3. Under EXTENSIONS – MANAGE EXTENSIONS you need to install QUOTE AND EXCHANGE RATE UPDATER, follow the link to obtain a free Alpha Vantage key and install it. Set source to Alpha Vantage.

    4. Alpha Vantage in my experience provides poor support for European funds. I use a free stand-alone program and when import the results into Moneydance see post 274 at http://help.infinitekind.com/discussions/investments/3036-third-par...

    If you go this route don’t bother to install the QUOTE AND EXCHANGE RATE UPDATER extension the free program can also obtain exchange rates.

    Hope this helps

  2. 2 Posted by sth on Aug 26, 2018 @ 09:46 PM

    sth's Avatar

    I second @derekkent23 on all his suggestions. Also to open a web site for an online provider you must have that web site set in the account info.

    1. Sometimes for AV to show a security you need to explicitly add the exchange code.
  3. System closed this discussion on Nov 25, 2018 @ 09:50 PM.

Comments are currently closed for this discussion. You can start a new one.

Keyboard shortcuts

Generic

? Show this help
ESC Blurs the current field

Comment Form

r Focus the comment reply box
^ + ↩ Submit the comment

You can use Command ⌘ instead of Control ^ on Mac