Security Prices
Moneydance offers the ability to enter historical stock prices directly from the Investment accounts.
You can do so in the following ways -
Manual Entry -
Open your Investment account and select the Securities Detail view.
Look at the Security Functions and choose "History".
Select "New" to create a new line in the panel on the left.
Amend the details in the line to change the date, price, volume etc. as required.
You can repeat this to enter as many new entries as you'd like.
If you have many entries you may need to scroll down to see the new line.
You can also access this window by selecting Tools > Securities.
Then double-click on the security name to open the history window.
Importing prices from your security transaction history -
Open your Investment account and select the Securities Detail view.
Look at the Security Functions and choose "History".
Then select the "Import..." button.
Choose “Import from Transactions” and select “Import”.
The information from your security transactions will then be integrated into your security history.
You’ll need to repeat this process for each security you’d like to import prices for.
Importing a File -
You can import Comma delimited or Tab delimited files containing your prices.
Open your Investment account and select the Securities Detail view.
Look at the Security Functions and choose "History".
Then select the "Import..." button.
Select “Import from File” and click “Import”.
Then navigate to and select the file containing the security price history.
Quotes and Exchange Rates Extension -
Moneydance can automatically download price information using this extension.
You'll find information about setting up and using this extension in this article.
-
Purchasing and Upgrading
-
Getting Started
-
Accounts and Categories
-
Register and Transactions
-
Online Banking and Bill Pay
-
Moneydance+
-
Popular Banks
-
Navigating Moneydance
-
Budgeting
-
Reminders
-
Graphs and Reports
-
Syncing and Sharing Data
-
Backups and Exporting
-
Investment Accounts
-
Loan Accounts
-
Currency and VAT/GST
-
Importing Data from Other Programs
-
Customizing and Preferences
-
File Locations and Changes
-
Foresight
-
Extensions
-
Linux
-
Older Versions
-
ARCHIVE - Getting Started
-
ARCHIVE - Moneydance 2017
- Archive - Moneydance 2017 license keys and upgrade policy
- Archive - Upgrading to Moneydance 2017 from Moneydance 2012, 2014 and 2015
- Archive - Upgrading to Moneydance 2017 from Moneydance 2011 or earlier
- Archive - Changing colours and theme in Moneydance 2017
- Archive - Sharing data using the Moneydance 2017 syncing engine
- View all (15 more)
-
ARCHIVE - Moneydance 2014 and 2015
- Archive - Moneydance 2015 license keys and upgrade policy
- Archive - Upgrading to Moneydance 2015 from Moneydance 2012 and 2014
- Archive - Upgrading to Moneydance 2015 from Moneydance 2011 or earlier
- Archive - Opening a backup file in Moneydance 2015
- Archive - How to restore from a checkpoint in Moneydance 2012 and 2014
- View all (3 more)
-
ARCHIVE - Program Basics
-
ARCHIVE - Account Basics
-
ARCHIVE - Entering Transactions
- Archive - Does Moneydance allow for assigning 'classes' to transactions?
- Archive - How do I get the Register to auto fill todays date instead of the last entered date?
- Archive - How do I move a transaction to a different account?
- Archive - How do I enter my Paycheck?
- Archive - How do I create a split transaction?
- View all (2 more)
-
ARCHIVE - Online Banking
-
ARCHIVE - Mobile
- Archive - Syncing Moneydance 2015 with your Mobile Device
- Archive - Syncing Moneydance 2012 and 2014 with your Mobile Device
- Archive - How to sync with Moneydance 2008, 2010, and 2011
- Archive - How do I delete a transaction on the iPhone, iPad, or iPod touch?
- Archive - How to sync one data file with multiple iOS devices using different Dropbox accounts
- View all
-
ARCHIVE - Budgeting and Reminders
- Archive - Creating reminders (automatic repeating transactions or notes)
- Archive - Creating a budget using the 'Newer' format
- Archive - Creating a budget using the 'Mixed Interval' (Older) format
- Archive - What's the difference between a General and Transaction reminder?
- Archive - How do I have a reminder automatically entered into my register?
- View all (1 more)
-
ARCHIVE - International Tools
- Archive - Setting up VAT/GST
- Archive - Can you change the word "Check" to "Cheque" anywhere in the programme?
- Archive - How can I enter the exact amounts on both sides of a foreign currency transfer?
- Archive - My household/country/company uses a fiscal year instead of a calendar year. Can I do this in Moneydance?
- View all
-
ARCHIVE - Investments
- Archive - How do I add Securities to a new Investment Account?
- Archive - How can I import security, stock or mutual fund prices?
- Archive - Entering your current holdings
- Archive - Creating a new investment subtype
- Archive - Downloading security, stock or mutual fund prices from non-US stock exchanges
- View all (5 more)
-
ARCHIVE - Extensions
-
ARCHIVE - Everything Else