Updating of fund prices

Michael's Avatar

Michael

02 Nov, 2021 12:20 AM

Hello,

Whether it is scheduled or it is forced to go through the process, our Moneydance program does not upload the new fund prices. What can be done? We have version 2019.3.

Your help is appreciated.

Good+bye,
Michael Gustek

  1. 1 Posted by dwg on 02 Nov, 2021 01:41 AM

    dwg's Avatar

    I'm a fellow user.

    What extension are you using to download prices? What source within the extension are you using?

  2. 2 Posted by Pam Gustek on 03 Nov, 2021 01:44 AM

    Pam Gustek's Avatar

    Hello,

    How can I tell what extension is being used and the source with the extension?

    Your help is appreciated.

  3. 3 Posted by dwg on 03 Nov, 2021 02:08 AM

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    The only way to have automatic download of prices is through either the Quotes and Exchange Rates Extension or the Quote Loader Extension.

    What extensions are loaded can be seen through the Extensions menu option, By opening either or both of these extension you can identify which one is active and the source it is using for prices.

  4. 4 Posted by Pam Gustek on 03 Nov, 2021 02:50 AM

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    We have Quotes ad Exchange Rates Extension installed. It looks like it automatically updated today. However, yesterday it appeared it had not update in a few months. (It was assumed it was updating so it was not checked over that time.). When clicking on the Update Now button, it would not update the information. Do not know why it ran today.

  5. 5 Posted by dtd on 03 Nov, 2021 03:19 AM

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    Quotes and Exchage Rates Extension has become less and less reliable over the years (due to being constrained by the quote source)

    I'd suggest looking into Quote Loader extension which is being strongly maintained, and seems to be fairly rock solid - again depending on the quote source reliability.

  6. 6 Posted by dwg on 03 Nov, 2021 03:25 AM

    dwg's Avatar

    I can only speculate.

    If it is set to use AlphaVantage as the source I would expect problems since this source has been degrading over time and has become increasing problematic. If it is using Yahoo then it is not clear.

    If you should continue to have problems I would suggest you remove Q & ER, and install Quote Loader in its place. This is a more capable tool, has more option and has good support, I will admit to having been one of the testers over the years.

    For Information on QL refer to the following post:

    https://infinitekind.tenderapp.com/discussions/investments/4914-the-new-quote-loader#comment_49363660

  7. Support Staff 7 Posted by Maddy on 05 Nov, 2021 12:51 PM

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    Hi Michael,

    In addition to the useful information you have been sent by our knowledgeable customers, I would like to add that the version of Moneydance that you are currently running is slightly out of date and you might benefit from upgrading to Moneydance 2020.2 (1929). This is a free upgrade for you!

    Also, you may want to update the extension Quotes and Exchange Rates Updater to version 1030.
    Alternatively download and install the extension Quote Loader as it was suggested earlier.

    I hope this information is helpful. Please let us know if you have further questions or need more assistance.

    --
    Maddy, Infinite Kind Support

  8. 8 Posted by Pam Gustek on 18 Dec, 2021 03:46 PM

    Pam Gustek's Avatar

    Hello Maddy,

    All of the below items have been tried and it still will not download all of the securities. Any other thoughts?

    Good+bye,
    Michael Gustek

  9. Support Staff 9 Posted by Maddy on 24 Dec, 2021 09:27 AM

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    Firstly, please accept my sincere apologies for the delay in responding to your query, Michael and Pam.

    Please can you send us your Moneydance error logs? The logs should include information about what might be causing the problem.

    They are saved on your computer as an errlog.txt file.

    You can get to your error logs as follow:

    1) navigate to Help->Console Window to show the console log in a window

    or

    2) in the Finder, press ⌘⇧G and then copy and paste ~/Library/Containers/com.infinitekind.MoneydanceOSX/Data/Library/Application Support into the field and press enter/return.

    At that point the finder will show an internal folder which contains the errlog.txt file which contains the log.

    Finally you can paste the full content to your next reply here.

    Thank you

    --
    Maddy, Infinite Kind Support

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