tag:infinitekind.tenderapp.com,2009-01-14:/discussions/problems/50264-base-currencyInfinite Kind: Discussion 2019-04-30T19:30:22Ztag:infinitekind.tenderapp.com,2009-01-14:Comment/467970642019-01-14T08:42:52Z2019-01-14T08:42:53ZBase Currency<div><p>I have "updated" to Moneydance 2019.0 (version 1847). The base currency (GBP) has gone haywire. It is never 1 and keeps changing. The investment accounts are now mostly showing the wrong amounts.</p></div>Bob Seniortag:infinitekind.tenderapp.com,2009-01-14:Comment/467970642019-01-14T09:33:53Z2019-01-14T09:33:53ZBase Currency<div><p>I am not support staff, just a user</p>
<p>Hi Bod</p>
<p>I am running 2019.0(1847) with a base currency GBP without any issues.</p>
<p>Can you explain further what you see when you state “The base currency (GBP) has gone haywire. It is never 1 and keeps changing.” Were do you see the 1 being another value?</p>
<p>Are you syncing to another computer of mobile device, phone?</p>
<p>If you look under TOOLS – CURRENCY does it look like the screen shot attached.</p>
<p>Is there more than one BRITISH POUND set up or another currency using GBP CURRENCY ID under TOOLS - CURRENCY?</p></div>derekkent23tag:infinitekind.tenderapp.com,2009-01-14:Comment/467970642019-01-14T09:39:11Z2019-01-14T09:39:11ZBase Currency<div><p>I have only one GBP set up. I do sync to other devices. But the currency changes apparent value during a single session.</p>
<p>It does look like the screenshot.</p>
<p>Bob</p></div>Bob Seniortag:infinitekind.tenderapp.com,2009-01-14:Comment/467970642019-01-14T10:01:02Z2019-01-14T10:01:02ZBase Currency<div><p>I am not support staff, just a user</p>
<p>Hi Bod</p>
<p>Are any of the other devices a computer if so, did you upgrade that to 2019.<br>
As you are syncing did your reset syncing? Disconnect mobile devices and set to don’t sync on computers, delete “.moneydancesync” folder in Dropbox and start syncing from scratch?</p></div>derekkent23tag:infinitekind.tenderapp.com,2009-01-14:Comment/467970642019-01-14T10:56:51Z2019-01-14T10:56:52ZBase Currency<div><p>Hi Derek</p>
<p>I have done all that. But the numbers on the main computer are still haywire for the base currency. How can I correct that? Do I have to load an older backup where it was correct?</p>
<p>Bob</p></div>Bob Seniortag:infinitekind.tenderapp.com,2009-01-14:Comment/467970642019-01-14T12:09:55Z2019-01-14T12:09:56ZBase Currency<div><p>Derek</p>
<p>I am now running MD on only one computer. I have deleted all the sync files. I have replaced the data file with one from 30 December, Which I think predates MD 2019. The currencies are still haywire. So I think either currencies are held in another file or MD 2019 has a bug.</p>
<p>Bob</p></div>Bob Seniortag:infinitekind.tenderapp.com,2009-01-14:Comment/467970642019-01-14T14:37:48Z2019-01-14T14:37:48ZBase Currency<div><p>I am not support staff, just a user<br>
Hi Bod</p>
<p>Remember I can’t see what you are seeing. One of my first question was “Can you explain further what you see when you state “The base currency (GBP) has gone haywire. It is never 1 and keeps changing.” Where do you see the 1 being another value?””</p>
<p>I am running 2019.0(1847) with base currency GBP, so not sure the is a bug in that build itself.<br>
To determine this can you set up a test data set. FILE – NEW set up one bank account with a few transactions and see what happens.</p>
<p>But first close Moneydance then open it again. Wait for problem to occur then under HELP – CONSOLE WINDOW click COPY TO CLIPBOARD, close Moneydance. Open a text editor such as notepad and paste the error log into it. Save the text file and attach it to a post.</p></div>derekkent23tag:infinitekind.tenderapp.com,2009-01-14:Comment/467970642019-01-15T06:47:15Z2019-01-15T06:47:17ZBase Currency<div><p>HI Derek</p>
<p>I tried that and various other things. It doesn't help; it doesn't show the base currency on the summary page and the data is not complicated enough to reproduce an error. I have tried going back to an earlier version of the application, the data and the application support (I am running on a mac). Nothing helps. I haven't managed to get back to Moneydance 2017 but I think I might have to.</p>
<p>I attach a screen shot of the relevant part of the summary page.</p>
<p>Regards<br>
Bob</p></div>Bob Seniortag:infinitekind.tenderapp.com,2009-01-14:Comment/467970642019-01-15T07:34:06Z2019-01-15T07:34:06ZBase Currency<div><p>I would check the basics first.</p>
<p>Select the menu items Tools --> Currency.</p>
<p>This should show the base currency for the Data Set as a Whole</p></div>dwgtag:infinitekind.tenderapp.com,2009-01-14:Comment/467970642019-01-15T08:11:36Z2019-01-15T08:11:37ZBase Currency<div><p>Tools currency doesn’t show a value for the Base Currency.</p>
<p>Bob</p></div>Bob Seniortag:infinitekind.tenderapp.com,2009-01-14:Comment/467970642019-01-15T08:15:49Z2019-01-15T08:15:50ZBase Currency<div><p>I have a similar issue with base currency Australian Dollars, please see my post MD 2019 Current Price corruption"</p></div>priggalltag:infinitekind.tenderapp.com,2009-01-14:Comment/467970642019-01-15T08:17:08Z2019-01-15T08:17:08ZBase Currency<div><p>It needs to have one set then, from your posts I would assume it should be GBP</p></div>dwgtag:infinitekind.tenderapp.com,2009-01-14:Comment/467970642019-01-15T08:33:45Z2019-01-15T08:33:45ZBase Currency<div><p>I am not support staff, just a user<br>
Hi Bod</p>
<p>Your attachment indicates that you have somehow no base currency set or your base currency is not British Pounds or you have two British Pounds set up under TOOL – CURRENCY. I have reposted the screen shot from my post 1 with the base currency highlighted. Recheck. Post a screen shot equivalent to mine.</p></div>derekkent23tag:infinitekind.tenderapp.com,2009-01-14:Comment/467970642019-01-15T08:51:23Z2019-01-15T08:51:23ZBase Currency<div><p>I am not support staff, just a user<br>
Hi Bod</p>
<p>If no base currency is set or wrong currency under TOOLS – CURRENCY highlight British Pounds and see if SET BASE CURRENCY is not greyed out. If it OK click on it.</p></div>derekkent23tag:infinitekind.tenderapp.com,2009-01-14:Comment/467970642019-01-15T08:53:03Z2019-01-15T09:42:26ZBase Currency<div><p>Here is the equivalent screen shot. We don't seem to be getting anywhere. I would appreciate a response from support, who know what is going on under the hood in MoneyDance 2019.</p>
<p>In answer to your next email Base Currency is greyed out.</p>
<p>Bob</p></div>Bob Seniortag:infinitekind.tenderapp.com,2009-01-14:Comment/467970642019-01-15T09:50:31Z2019-01-15T09:50:31ZBase Currency<div><p>I am not support staff, just a user<br>
Hi Bod</p>
<p>OK I will flag this thread on Sean, Moneydances software developers, Slack site.<br>
Hopefully he will respond.</p></div>derekkent23tag:infinitekind.tenderapp.com,2009-01-14:Comment/467970642019-01-15T10:03:53Z2019-01-15T10:03:53ZBase Currency<div><p>Thanks</p>
<p>Bob</p></div>Bob Seniortag:infinitekind.tenderapp.com,2009-01-14:Comment/467970642019-01-15T10:15:31Z2019-01-15T10:15:31ZBase Currency<div><p>I am not support staff, just a user<br>
Hi Bod</p>
<p>Last suggestions whilst you wait.<br>
Make sure you have a backup</p>
<p>Uninstall 2019. Uninstalling will not affect your data set or backups.<br>
There is a configuration fill called config.dict rename it to config.dict_old This file holds all your preferences including your key so make sure you have a copy of your key.<br>
Reinstall 2019.<br>
When you start Moneydance config.dict will be created in its default form, see what happens now.</p></div>derekkent23tag:infinitekind.tenderapp.com,2009-01-14:Comment/467970642019-01-15T11:44:17Z2019-01-15T11:44:18ZBase Currency<div><p>Thanks. This did not work either.</p>
<p>Bob</p></div>Bob Seniortag:infinitekind.tenderapp.com,2009-01-14:Comment/467970642019-01-15T14:25:13Z2019-01-15T14:25:13ZBase Currency<div><p>I am not support staff, just a user<br>
Hi Bod</p>
<p>The British Pound should not be listed on the summary page along with other exchange rates.<br>
Double click on British Pounds then EDIT. Take a screen shot.<br>
If there are any dated Rates click CLEAR ALL. Change RATE value to 1.</p>
<p>Then whatever happens post the screen shot with your comments.</p></div>derekkent23tag:infinitekind.tenderapp.com,2009-01-14:Comment/467970642019-01-15T14:30:54Z2019-01-15T14:30:55ZBase Currency<div><p>You can't edit it while it is the base currency. I did change base currency from USD in 2015 when we moved country so it does hold a history. I could go in and delete it by temporarily changing base currency, though I wouldn't want it ti change any past transactions.</p>
<p>Bob</p></div>Bob Seniortag:infinitekind.tenderapp.com,2009-01-14:Comment/467970642019-01-15T14:50:35Z2019-01-15T14:50:35ZBase Currency<div><p>My stock prices have all gone wrong too.</p></div>Bob Seniortag:infinitekind.tenderapp.com,2009-01-14:Comment/467970642019-01-15T14:58:52Z2019-01-15T14:58:52ZBase Currency<div><p>I am not support staff, just a user<br>
Hi Bod</p>
<p>The fact you changed the base currency back in 2015 could be the key to the problem.<br>
If you have a EXPORT BACKUP you can always RESTORE FROM BACKUP. The data including the setting of the base currency is in the backup.<br>
My first thought was:-<br>
So change base currency to USD. Then edit British Pound If there are any dated Rates click CLEAR ALL. Change RATE value to 1. Change the base currency back to British Pounds. But on reflection changing back to GBP would probably not convert all the dollar values back to Pounds as the exchange rate has been change to 1.</p>
<p>Probably best to wait for Sean. Will pass the info on about the 2015 change of base currency.</p></div>derekkent23tag:infinitekind.tenderapp.com,2009-01-14:Comment/467970642019-01-15T15:12:39Z2019-01-15T15:12:40ZBase Currency<div><p>I tried all that. Just created more havoc.</p>
<p>I have reverted back to MD2017 and data now ship shape, I just had to correct two stock prices. Base Currency now not shown on summary page. I will not upgrade again until the issue has been addressed.</p>
<p>Thanks for your help.<br>
Bob</p></div>Bob Seniortag:infinitekind.tenderapp.com,2009-01-14:Comment/467970642019-01-15T15:17:59Z2019-01-15T15:17:59ZBase Currency<div><p>I am not support staff, just a user<br>
Hi Bod</p>
<p>One thing Sean will probably ask for is a copy of the error log file errlog.txt as I requested in post 6.<br>
First close Moneydance then open it again. Wait for problem to occur then under HELP – CONSOLE WINDOW click COPY TO CLIPBOARD, close Moneydance. Open a text editor such as notepad and paste the error log into it. Save the text file and attach it to a post.<br>
Edit post crossed, probably to late to post error log?</p></div>derekkent23tag:infinitekind.tenderapp.com,2009-01-14:Comment/467970642019-01-15T15:26:37Z2019-01-15T15:26:37ZBase Currency<div><p>If he really needs it I can do it by upgrading and then reverting. I can just park the MD2017 and the data, while I do it. Less time consuming than getting things back from time machine.</p></div>Bob Seniortag:infinitekind.tenderapp.com,2009-01-14:Comment/467970642019-01-15T15:29:34Z2019-01-15T15:29:34ZBase Currency<div><p>I am not support staff, just a user<br>
Hi Bod</p>
<p>OK</p></div>derekkent23tag:infinitekind.tenderapp.com,2009-01-14:Comment/467970642019-01-15T15:34:11Z2019-01-15T15:34:12ZBase Currency<div><p>I had discussions with Sean about multi-currency issues in 2005 when I migrated from Quicken for windows.</p></div>Bob Seniortag:infinitekind.tenderapp.com,2009-01-14:Comment/467970642019-01-15T15:41:23Z2019-01-15T15:41:23ZBase Currency<div><p>I am not support staff, just a user<br>
Hi Bod</p>
<p>Out of interest in 2017 I set up a new data set in USD. Added an exchange rate. Added a USD and GBP bank account. Entered a transaction in each. Changed the base currency to GBP. EXPORT BACKUP. RESTORED FROM BACKUP in 2019 hoping to duplicate your problem, but no everything worked correctly.</p></div>derekkent23tag:infinitekind.tenderapp.com,2009-01-14:Comment/467970642019-01-15T15:44:16Z2019-01-15T15:44:16ZBase Currency<div><p>Hi Derek</p>
<p>I have a complex dataset. btw it is Bob not Bod</p>
<p>Regards<br>
Bob</p></div>Bob Seniortag:infinitekind.tenderapp.com,2009-01-14:Comment/467970642019-01-15T15:45:57Z2019-01-15T15:45:57ZBase Currency<div><p>Sorry Bob</p></div>derekkent23tag:infinitekind.tenderapp.com,2009-01-14:Comment/467970642019-01-28T10:48:36Z2019-01-28T10:48:36ZBase Currency<div><p>Hi Bob,</p>
<p>Thanks for your message and I apologise for the lack of official response. I've just pushed build 1852 to the preview site which includes extensive changes to the currency/security rates and prices handling which I believe resolve these problems. Would you mind downloading it from the link below and letting me know if it doesn't solve the problem for you?</p>
<p><a href="https://infinitekind.com/preview">https://infinitekind.com/preview</a></p>
<p>Thanks,</p>
<p>Sean Reilly<br>
Developer, The Infinite Kind<br>
<a href="http://infinitekind.com">http://infinitekind.com</a></p></div>Sean Reillytag:infinitekind.tenderapp.com,2009-01-14:Comment/467970642019-01-28T11:28:35Z2019-01-28T11:28:35ZBase Currency<div><p>Hi Sean</p>
<p>Thanks for this.</p>
<p>It works much better. My only comments are that it now shows the base currency on the summary page - I assume this is intended. Also I clicked on Tools/CurrencyEuro and it initially showed a zero current value. I corrected it and everything seems fine now.</p>
<p>Thanks for your help.</p>
<p>Moneydance now does pretty much everything I need, except update currencies and security prices, but I don't think is doable now?</p>
<p>Regards<br>
Bob</p></div>Bob Seniortag:infinitekind.tenderapp.com,2009-01-14:Comment/467970642019-01-28T11:36:14Z2019-01-28T11:36:14ZBase Currency<div><p>From the change log:</p>
<p>in exchange rates view on summary screen, show the price for the relative currency as well as the base currency price, if different</p></div>dwgtag:infinitekind.tenderapp.com,2009-01-14:Comment/467970642019-01-28T15:06:56Z2019-01-28T15:06:56ZBase Currency<div><p>I am not support staff, just a user.<br>
Hi Bob</p>
<p>Glad Sean has fixed your issue.</p>
<p>There are two methods within Moneydance for obtaining security prices and exchange rates automatically.</p>
<p>The extension “Quote and Exchange Rate updater. See under EXTENSIONS – MANAGE – EXTENSIONS V1024. For exchange rates use the source European Central Bank. If your securities are in the US try IEX Trading first, if that does not support a security try Alpha Vantage. Alpha Vantage also cover some securities outside the US, but is very, very slow.</p>
<p>If the Quote and Exchange Rate updater does not work well for you try the free third-party Quote Loader.</p>
<p>For 2019 see post 27 at <a href="http://help.infinitekind.com/discussions/investments/4039-quote-loa">http://help.infinitekind.com/discussions/investments/4039-quote-loa</a>...</p>
<p>It has far wider coverage and is fast.</p>
<p>Download the PDF attached to this post and have a read. To get an overview take a look at the YouTube video by using the link in the PDF.</p>
<p>Let us know how you get on or if you need help just post.</p>
<p>Hope this helps.</p></div>derekkent23tag:infinitekind.tenderapp.com,2009-01-14:Comment/467970642019-01-28T15:48:00Z2019-01-28T15:48:01ZBase Currency<div><p>Derek</p>
<p>Thanks. My securities are nearly all in London.</p>
<p>Bob</p></div>Bob Seniortag:infinitekind.tenderapp.com,2009-01-14:Comment/467970642019-01-28T15:52:33Z2019-01-28T15:52:33ZBase Currency<div><p>I am not support staff, just a user.<br>
Hi Bob</p>
<p>I am in the UK as well.</p>
<p>As your securities are traded on the London market the free third party Quote Loader is ideal for you, as one of the sources used is FT.</p>
<p>Hope this helps</p></div>derekkent23tag:infinitekind.tenderapp.com,2009-01-14:Comment/467970642019-01-29T17:00:30Z2019-01-29T17:00:31ZBase Currency<div><p>Hi Derek</p>
<p>Thanks very much for the great tip. Have it working now. It works really well.</p>
<p>Best wishes<br>
Bob</p></div>Bob Seniortag:infinitekind.tenderapp.com,2009-01-14:Comment/467970642019-01-29T17:18:56Z2019-01-29T17:18:56ZBase Currency<div><p>I am not support staff, just a user.<br>
Hi Bob</p>
<p>Really glad its working for you.</p></div>derekkent23tag:infinitekind.tenderapp.com,2009-01-14:Comment/467970642019-01-29T18:10:35Z2019-01-29T18:10:36ZBase Currency<div><p>Hi Derek</p>
<p>Having deleted the moneydance from the second computer, I am trying to open the sync file from dropbox. I can’t get moneydance to see it. I have unhidden the files in finder but MD can’t see them.</p>
<p>Suggestions would be welcome.</p>
<p>Regards<br>
Bob</p></div>Bob Seniortag:infinitekind.tenderapp.com,2009-01-14:Comment/467970642019-01-29T18:22:58Z2019-01-29T18:22:58ZBase Currency<div><p>I am not support staff, just a user.<br>
Hi Bob</p>
<p>You need to explain in more detail.<br>
What do you mean by "Having deleted the moneydance from the second computer". The program itself, its data set ,what?<br>
What are you trying to do?<br>
When you say " I am trying to open the sync file from Dropbox. I can’t get moneydance to see it" how are you doing that. Is it your second computer you are trying to sync to your primary computer?</p>
<p>Ae you trying to set up syncing, if so suggest using Dropbox folder method see <a href="http://help.infinitekind.com/kb/syncing-and-sharing-data">http://help.infinitekind.com/kb/syncing-and-sharing-data</a></p></div>derekkent23tag:infinitekind.tenderapp.com,2009-01-14:Comment/467970642019-01-29T19:18:51Z2019-01-29T19:18:52ZBase Currency<div><p>Thanks - working now. I was using Dropbox Folder, but was trying to open an existing file rather than new and then open sync file.</p>
<p>Bob</p></div>Bob Seniortag:infinitekind.tenderapp.com,2009-01-14:Comment/467970642019-01-29T19:26:45Z2019-01-29T19:26:45ZBase Currency<div><p>I am not support staff, just a user.<br>
Hi Bob</p>
<p>Glad you got it working.</p></div>derekkent23