you can do that either by editing the history from the "history" window or you can add and use the extension that automatically updates price information called the Quotes and Exchange Rates extension. Note: after adding a security you may need to add a history of price value for this security. Most of this information is just used for identification purposes and is not used in calculations of any kind within Moneydance. Then fill out the rest of the security information identifying it as a stock, bond, CD, option contract etc and the particular information unique to that type of security. If you have some other kind of denomination for your holdings (such as contract for options) you can enter them here either as a prefix or a suffix to the price per unit of the security.į) decimals - Be sure to enter the same number of decimals that are used in your broker's share accounting. You can ignore it or you can just make it up.Ĭ) Ticker Symbol - Be sure to use the symbol used by Yahoo FInance including a "." and a letter for stocks from non American exchanges (for example a stock on the London exchange will end in ".L"ĭ) Price - This value can be changed either from the "history" window or by using the extensions that automatically update prices.Į) Value prefix and suffix - By default holdings are measured in shares as in equity holding. ![]() There are a number of fields you will need to enter:Ī) Security ID is a unique identifier of a security within Moneydance, it's not something that has any existence outside of Moneydance. ![]() If you are adding this security for the first time within Moneydance, you will choose "new security" from the "add security" window. Setting up securities in your investment account happens in two stages:įrom the "securities detail" portion of your investment account choose "add security" to create or add to a list of securities that can be used in transactions for this account.
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