![]() ![]() Moneydance can automatically download price information from Alphavantage/European Central Bank. Select “Import from File” and click “Import”, then select the file containing the security price history. You can import Comma or Tab delimited files You’ll need to repeat this process for each security you’d like to import information for. The information from your security transactions will be integrated into your security’s history. Select “Import from Transactions” and click “Import”. Open the Securities Detail view and click History.Ĭlick the Import button. Importing prices from your security transaction history. If you have many entries you may need to scroll down to see the "New" line. Open the Securities Detail view from within the Investment account, and click History.Ĭlick the "New" button to add a new price entry, and repeat to enter as many entries as you like. On the right, you'll see 'connected' next to each account.Ĭlick on 'connected' and choose 'Disconnect' to remove the connection with your bank.Moneydance offers the ability to enter historical stock prices directly from the within Investment accounts. Then select the 'Accounts' tab where you'll see your accounts listed. To remove a Moneydance+ connection, choose Online > Set Up Moneydance+. The next time you download transactions for this account, you'll be asked how much transaction history you would like to download as if it is the first time. Select the relevant account and choose 'Reset Sync Date'. You can change the transaction history date range at any time. Or select the 1st of the month, with the last 12 months to choose from. You can choose 'All Available' to download all available history. Then choose Online > Download AccountName Transactions.Īs this is the first download, you'll be asked how much transaction history you would like to download. To begin downloading, select your Moneydance account. ![]() ![]() This removes the account you've assigned. Once an account has been selected, you can click again to choose 'Don't download'. If you see 'None', click on this, and you can specify which account in your data file you'd like to use. On the right you should see which account the transactions will download into. The name of the financial institution will be displayed, and on the right you'll see 'connected'.īelow this you'll see your account information and the currency your account uses. You'll see a list of any accounts you've connected with. Once completed, you can navigate back to Moneydance.Ĭhoose Online > Set Up Moneydance+ and select the 'Accounts' tab. You should grant third party access for each account type individually. You should follow the prompts to login (using your regular online banking credentials) and allow access to your accounts. Select your bank or credit card company, and you'll be directed to their website. You'll then be directed to the Plaid Link interface, where you can search for the financial institution you want to connect with. Select `Online > Set Up Moneydance+>Accounts>Connect Accounts' Select the "Disable" button to remove the OFX connection - restart Moneydance!) To achieve this: launch Moneydance, select the relevant account from the left side bar and choose Online > Set Up Online Banking. (If you you were using the OFX service method before subscribing to Moneydance +, you should remove the OFX connection prior to connecting your accounts with Moneydance +. After subscribing to Moneydance+ you'll need to connect your accounts. ![]()
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