Investment Report

Roger Bennett's Avatar

Roger Bennett

10 May, 2021 07:53 AM

I have bneen running Qucken & Moneydance side by side for the last 18 months. The main reason I still use Quicken is produce a report showing me the portfolio gains and losses since the last time I entered daily prices. Can someone in the team come up with a report that would give me this info...I could then drop quicken as everything else in Moneydance is superior. Please don't tell me I can produce it myself within investments reports as I find that too difficult as I find the report writer too complicated to use.
Fingers crossed someone can do this ..it would be a major improvement to Moneydance investing as its the most important report to see portfolio movements.
Thankyou
Roger

  1. 1 Posted by sprimost on 11 May, 2021 06:04 PM

    sprimost's Avatar

    From: sprimost (not support, just a user)

    Funny you should ask that question. Some time ago, a fellow user wrote
    an extension, specifically, it was working with 2019, at the time. I
    don't know the status of that extension, except that it works on my
    2019.3 (1880). It is located at
    https://bitbucket.org/jimrichmond/moneydance-2019/wiki/Home . I don't
    know if it works on any other version, as it does not seem to work in my
    test-bed using 2019.4 (1908).

    Hopefully, the  author is "listening" and can comment. I found it very
    useful, and I remember others doing some beta testing of it.

    /scp

  2. System closed this discussion on 10 Aug, 2021 06:10 PM.

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