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Before I start I will answer the question most will be on most people’s minds. It is not possible to import a file with prices changes. Now that’s been cleared up I can show you a few simple steps that will make you a professional at updating share prices in your Accounting software.
Manually updating share prices is a two-step process, obtaining share prices and the data entry component.
Where do I find the share prices?
For those of you like me, that don’t track the stock market, relying on news to keep us in the loop, this is something you’ll be asking yourself.
You’re able to obtain historic data from services such as :
• ASX website
• The Age
• Yahoo 7 Finance
Once you are on one of these pages, it’s a case of searching through and finding your shares (your ASX Code will come in handy).
How do I enter the data?
So you’ve found your shares prices what now? Below is a step by step guide on how to update the share prices.
From your home page click on investing and go into your brokerage account (Shortcut: Double Click on Brokerage Account on the left hand menu (highlighted)) and it will take you into the brokerage Page.
Right click on the share you wish to update. One the drop down appears click on Price History, which will bring up a the ‘Price History’ menu where you perform your data entry.
Once the Price History is open, click on New and a pop up will appear where you can input Date, Price, High, Low & Volume.
The only prerequisite is to enter the Date & Price (closing). If you wish to keep a more detailed account of your historical prices, you may wish to fill out the other sections also.
Made a mistake or had a finger-slip what now?
Never fear, the edit feature is here to save the day! By highlighting a date and clicking on Edit a popup will appear which will let you update the share price data.
Hope this has helped!
All I can say is I am 100% annoyed with this change.
What sort of company sends a email on 30 July to tell customers an important function of their software (share price downloads) won't work from 1 Aug?
Are Reckon totally incompetent ?
I would like to correct this post, as it is possible to import share price information in a .csv file, as:
Unfortunately there are severe restrictions on the volume information, but for most asx shares the information can be imported. I have been able to import more than a year of share price information in a single file.
Unfortunately I do not know of a way of exporting price information to identify omissions or errors from the price list.
It has been very frustrating that Reckon has withheld this information and has also failed to improve this limited functionality. (see my other post tonight)
To Reckon Management - when will the 2015 upgrade be available to customers and will we get the 2015 licence FOC, as you have failed to deliver on your obligation of your 2014 licensing agreement to customers?
At the very least the updated 2015 version should definitely be at no cost - also I am very upset that I cannot update my portfolio until at least 7th Aug.
I will seriously consider whether there is an alternative system to Quicken that I can use to manage my affairs.
Absolutely agree with these comments! This is the ONLY reason I have been updating my version of Quicken / Reckon or whatever you are currently calling yourself. This is completely bloody unacceptable and a complete betrayal of customer loyalty !!!
my ONLY COMMENT is I agree wholeheartedly with foregoing comments, and couldn't have said it better than Bruce Carnwell, Seng Fatt Soohu, Kevin K, Rob Chapman, Malcolm Raward, Leif Pedersen, Bill McConnell, Richard, Joe Patuto,Geoff Ince, Dig Howitt, John Campbell, Geoffrey Grinton, Betty Clarke-Wood, Peter Harman, Andreas Vogt, Ted Tor, Pauline McGarvey, Pauline McGarvey AND (FIRST, but not LEAST) Stacy Smith.
TO ANYONE AT RECKON WHO IS ACTUALLY READING THESE POSTS FROM ANGRY (AND PROBABLY SOON-TO-BE FORMER) QUICKEN/RECKON USERS...
--- CAN YOU SPELL TSUNAMI ??
However, if this thread had a theme song, it would HAVE TO BE the Rolling Stones CLASSIC...
" I CAN'T GET NO...SATISFACTION !!!"
My other beef with Reckon is that they still don't have a Mac version in this country. Given their abysmal performance and dreadful PR with this latest issue, no wonder it is beyond them!
What a terrible way to treat registered users! I agree it is a cavalier treatment of captive customers. Surely, the need to upgrade the system was known well in advance of this action and we should have been given the opportunity to upgrade our program to avoid such patent disruption.
Dreadful treatment and unprofessional.
Really Reckon, I agree with the comments above and I can not think of a worse way that this problem could have been handled. Leaves a very sour taste with yet another long time faithful customer. With over eighty stocks manual update is not an option I will consider.
Bad,Bad, Bad Reckon makes me very sad.
Reckon should refund all subscriptions for the time this is not available.
Does anyone know of an equivalent in the market I can change to?
Thank you all for your feedback. Reckon Accounts personal products will be updated in August. The new version, available from 7 August, will provide share price feeds via a new reckon.com domain in the product. For current users of the share price download functionality in Reckon Accounts Personal Plus and Reckon Accounts Home & Business, this means you’ll need to upgrade to the latest program to use that feature. The feature has not been removed, it just means that the domain in the product used to download share prices has been moved, which requires users to upgrade. We had hoped to provide a more seamless experience for our users and more notice of this change, but unfortunately this hasn’t been possible, we apologise for this. On 1 August 2014 the quicken.com.au domain, which is currently used to fetch share prices, will become owned by Intuit in the U.S. and we will replace this with a new share price feed in the product using the reckon.com domain. In the long-term having this functionality on our infrastructure will be better for our customers as it gives us greater control over how the feeds connect with the program, however in the short-term it does also mean that there may be several days when customers are unable to use the share price functionality. As part of this change we have taken steps to provide eligible customers with discounts on the 2015 Reckon Accounts personal programs, as below:
- Customers who activated Reckon Accounts Personal Plus and Reckon Accounts Home & Business on or after 1 August 2013 are entitled to a free upgrade;
- Current Reckon Accounts Personal Plus and Reckon Accounts Home & Business subscription customers are entitled to the free upgrade;
- Current advantage customers using Reckon Accounts Personal Plus and Reckon Accounts Home & Business are entitled to the free upgrade;
- Those customers using Reckon Accounts Personal Plus and Reckon Accounts Home & Business that activated before the 31 July 2013 will get a pro-rata discount;
- Share price download for Upgrade and full version customers runs for 2 years from activation. Therefore customers who activated on or before 31st July 2012 would need purchase an upgrade
If you let us know what product you’re currently using we can let you know what options we have for you, you should also feel free to post any further questions you have about the new version of the program or the share price functionality.
All data is exportable, which could then be fed into Reckon from what I understand.
This way you'd be relying on a purpose built portfolio tracking and tax app vs an accounting app.
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