Share Prices
Can you please allow an option to have share prices listed to 4 decimal places on the front page?
Can you please force 4 decimal places for shares owned so that places show including trailing zeros? Yeah - that's a minor nit - just asking.
Can you please allow manual updates of stock/mutual fund/retirement fund prices by including the ability to choose the date at the same time you enter the new price?
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1 Posted by Peter L on 10 Apr, 2009 09:34 AM
Hi, you can update the price of an investment in the history box:
Click new, slew down and you find a row with the actual date and values.
Date and values are edible.
A bit awesome but works.
Peter
2 Posted by RogersDA on 10 Apr, 2009 11:39 AM
Date and values are edible.Maybe I'll have a byte then. /smilingSeriously - I know that they can be edited - but it is very awkward. We need to have a better method for manually entering share prices. I have at least four retirement funds that I update routinely, and having to edit their prices and then edit the date is cumbersome.
How about a single link to a dialog box that opens up, allows a drop-down selection of the stock/fund, a small date-picker calendar, and a price field? This way the date can be selected, and then stocks/funds can be selected and price entered (without changing the date) so that prices can be updated easier.
Thanks,
3 Posted by Brian Adler on 16 Apr, 2009 03:04 PM
That's a great suggestion. I will discuss it with Sean, our developer and get back to you on how/when we can implement this.
4 Posted by RogersDA on 19 Apr, 2009 07:20 PM
The way MS did it with Money was fine. A single pop-up dialog box where you pick the date, and a drop-down list for selecting the security/fund you are updating.
Thanks for the consideration.
5 Posted by Brian Adler on 22 Apr, 2009 07:13 AM
Sure thing!
6 Posted by Joe Buccino on 19 Jan, 2010 05:35 PM
Is there any update on this capability? I like to input stock quotes manually so that they match my monthly brokerage statement but it is very cumbersome using the current method. It is the one feature I need to make a complete break from Quicken.
7 Posted by Ben Spencer on 01 Mar, 2010 08:49 PM
I am afraid this suggestion has not yet been implemented. I went ahead and created a suggestion ticket for it is our issue tracking system. If you register and log into trac you can vote on tickets. Here is the link:
http://moneydance.com/trac/ticket/2685
We use those votes to hel9p us determine priotiy on new features.
Sincerely
Ben Spencer
8 Posted by Chuck on 01 Mar, 2010 11:44 PM
Thanks! I voted.
9 Posted by patrick on 07 Mar, 2010 07:23 PM
I'd like to weigh in on this too, since it is the single thing that is keeping me using Quicken too. I have two suggestions: the way it should be done, and an interim solution.
First the interim solution. When one clicks on "Securities Detail" and then "History" to get the Currency/Security History dialogue box, and then on "New" to add a new security price, one is still left at the top of the list. So one has to scroll down to the newly added line, click on the date to change it, and, if one uses the calendar to change the date, click on the price to change it since tabbing only works if one types in the date, and finally click on "Done" because it is not a button that reacts to Return or Enter. This is way inefficient! Clicking "New" should leave one immediately in the new line with the date preselected so one can type in the date, tab to the price and type that in, then the "Done " button should react to Enter or Return or both.
Now the way it should be done. The Portfolio View should be editable for date, so that one can choose a date for which it is valid, much as one can in the Portfolio Report. Then the securities prices should be directly editable so that one can click on a price to select it, type in a new price, and press Return or Enter to enter that price and select the next price in the list. MD would then add/modify the appropriate line in the Currency/Security History in the background. Clicking on the security's name would take one to the Securities Detail view as clicking anywhere in the line does now.
I enter a lot of Bond prices each month, and the interim solution would speed up my work flow considerably, but having to scroll through a long list of securities (which includes all securities I've ever owned in that account - but that's another problem for another thread) each time still makes it slower than it should be. The right way would be really efficient. Do it the right way, and Quicken will be off my computer in seconds!
10 Posted by Joe Buccino on 07 Mar, 2010 07:28 PM
Excellent suggestion, Patrick. My work flow is very similar to yours. Even your interim solution would be a huge benefit. I gave up hoping for the ideal solution a few months ago. I just have too many stocks and bonds to update so tediously every month so I have to stick with Quicken.
Angie Rauscher closed this discussion on 24 Jul, 2011 07:36 PM.