Archived and Closed
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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!
I have been a licensed user of Quicken then Reckon Essential Plus for more years than I can recall.
I am also a shareholder in RKN. Reckon Ltd for some years now.
As a customer, I am very unhappy to be told with little warning that the product I pay for is no longer available.
As a shareholder, I am very concerned that Reckon management show no sign of having the honesty to look after its long time faithful followers. This is disgusting and quiet frankly stupid as a business strategy.
Customers upset, shareholders upset, how far can one go in the depth of stupidity.
My words to the chairman of RKN board, the directors and the senior management are: Customers, shareholders are watching you. Do not be silly. Offer a product that is safe, reliable and with no surprise.
As a customer I need a strong and effective way to manage my finance.
As an investor, I need to see my investment to perform at its best. It means no surprise as today.
Reckon accounts personal plus - updating number of shares/units held in investment accounts.
In several of my shareholder accounts the number of shares held or units in share funds are not in line with actual shares/units held.. There is a provision to adjust unit or share holdings but when I complete the drop down action to show the correct total the program adds the new total to the Reckon total and so effectively doubles the number of shares/units. If I try to add the difference between the Reckon total and true total then similarly the new total is incorrectly shown.
I have previously reported this problem to Reckon support but as usual got no response.
Invest - Managed Funds.
I have Personal Plus 2013 and am unable to update managed funds. I have a place holder entry and want to update reinvest details. I get either double the units or monetary value. What do I need to do?
Is this something we can keep looking forward to continuing (referring to the download!) or is it another aberration on the part of Reckon?
Huh! It would appear that the download function is still working (06/08/2014) ....
To quote Pete Sanders, Managing Director, "On 1 August 2014, the current stock price quotes download functionality will no longer be active and is to be replaced by a service on a new platform."
Reckon continues to shoot themselves in the foot. Sigh!
Is there any comment from Reckon on this development?
Hi Hob_star as per our recent emails and yesterdays post (on page on of this thread and in image below), we can’t guarantee that your service will continue indefinitely as the domain is no longer owned by Reckon. We are urging users that rely on the share price downloads to upgrade once the new product is available from tomorrow.
Downloading 900Mb now....
I accessed the download from the "Members Area" of www.reckon.com. 900MB download worked OK but as a safeguard I also requested a Disk, which will be delivered at no cost within 5 business days. So no need to purchase if you have a current subscription.
Following the download, I was able automatically unzip the file into theTemp directory, but then it didn't carry-on. After a number of unzippings and no result, I resorted to go directly to the install file in Temp/HAB/Disk1. Tried the setup.exe file but it did bu---r all, so then tried ISsetup which got half way through "copying new files" before telling me that I had "insufficient privileges" so had to cancel. Then went right clicked on ISsetup and selected "Run as Administrator" and all worked fine.
On initially opening the new version I initially received a message that the installation didn't appear to be on the same computer as the original version, which it wasn't, as the original one died a few months ago, and that I would need to contact Customer Service (read shock horror!), but after closing and re-opening I was then simply asked to register the new installation, which happened without any further hassle.
So now functional - just need to see what happens with the share price updates tonight and if there has been any improvement in functionality to make up for all the time, effort and frustration associated with this whole horrible saga.
Just now I have received an email announcing the new version is available and due to the "issues" with the share update feature and given my 2 year share update feature has 5 months to run then I can get the upgrade at a reduced price of $86.92 using a Discount Code provided in the email.
My advice is to wait for the email with the Discount Code.
Looks like I will need to write in for a refund of the difference now. Bummer.
Tax line items and personal income threshold
In Reckon Accounts Personal Plus and Home & Business releases we include tax features which allow the customer to estimate their taxable income for a particular financial year.
Tax line items have been updated for the 2014/15 financial year to conform with the ATO Tax Pack released in July 2014. Income tracking, tax related expenses as well as Income Tax Summary report have been updated to reflect the changes.
Reckon Accounts has been updated with the personal income thresholds for the 2013/2014 and 2014/15 financial years. The personal income thresholds are used to estimate the taxes payable at the end of each financial year.
Capital Gains Calculations and Medicare Levy
The Capital Gains Calculations and Medicare Levy have been updated according to the changes of the 2014 Federal Budget. The Medicare Levy has been increased from 1.5 to 2.0 %.
An updated version of this software is now available with Reckon Accounts Personal Plus and Home & Business 2015. The HUBB Investor is a powerful investor tool, giving you access to data, charts and indicators on twelve markets, including the ASX, US, UK and NZ, including daily market updates and company health checks.
Reckon Elite Rental Professional
An updated version of Elite Rental Professional has been included in this release. Some of the main ways this application has been updated are as follows:
• Updated Taxes and Duties;
• Updated Medicare levy surcharge calculation;
• Updated help file content in line with changes to the application;
• Enhanced printing of Add Back Non-Cash Items in the Profit & Loss (1st Year – Full year) preview;
• Enhanced lowercase entry of unlock codes;
• Enhanced data entry inputs and use of backspace in a number of fields on the Options screen;
• Enhanced Check for Update feature. It will now include auto update of the Tax rates file;
• Modified update process so that when a future software update is downloaded, the user is prompted to install the updates after restarting Rental.
First Home Savers Account Calculators
The First Home Savers Account has now been abolished. As a result the ASIC, First Home Saver Account Calculator has been removed and is no longer found under Planning > Financial Calculators.
Stock Price Quotes Download
The Download Quotes functionality in the Investing Centre which provides stock price quotes for your security portfolio has been enhanced and moved to a new technology platform. Users who upgrade to Reckon Accounts Personal Plus or Home & Business 2015 will continue to receive the share price downloads.
Given the focus on share price downloads, what does "enhanced" mean ?
I am sure there are many using this forum who would want to know !
The cynicism in many of our posts would indicate we suspect it is very little.
I hope in this is a new era of Reckon Australia it means something !
Seriously why have you sent some people an email and not me??????????
At least my program has been doing updates until last Thursday. Hasn't updated Friday 29-8-14 or today Monday 1-9-14.
What is the fix and when is it happening???????????
"After much reading on https://community.reckon.com.au/reckon/topics/how_to_manually_update_share_prices_in_personal_plus_hab?topic-reply-list[settings][page]=2#topic-reply-list for the last 24hrs (for goodness sake, they suggested manually putting in the share/stock prices!!) and many dead end links asking me to pay for upgrades I finally find this URL: http://members.reckon.com/Login.aspx?ReturnUrl=%2fSubscription%2fDefault.aspx which is a "members" login (member = current subscriber with ID and PIN) which tells me I am eligible for a "free" upgrade (even though I'm already subscribed well into next year) which I am downloading now. Hope these links are helpful to anyone who struggled like me (even though it's on an Intuit site and not a Reckon site). Thanks to all for their help"
This share download fiasco, combined with not honouring licence agreements is not acceptable.
This behaviour from an ASX listed company will be reported.
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