OFFLINE intro

If you agree with me that Microsoft Money is the BEST personal (and small business) financial management software package available, then you’ve come to the right place for improving Money’s OFFLINE capabilities.

  • Even though Microsoft has elected to divorce the program from the MSN Money servers as of January 31st, 2011 (which did much more than just grab statement downloads, including independent stock and fund quotes for ALL of your investments, passing through third-party web-scrapes of your data, supporting Online banking, investment news, tax and exchange rates, LiveID password authentication, etc.), they have made available a **FREE**  legal copy (the SUNSET edition) of the latest updated  OFFLINE  version of  Microsoft Money Plus Deluxe that you can download, even if you’ve never used Money before!  On its own, it will only update via OFX statement files that you download through the websites of your financial institutions.
  • Now by installing Python and downloading Bobby’s PocketSense script package that runs on Python, you will be able to essentially mimic those Online functions that Microsoft will no longer be providing.
  • For those that only need to update quotes (no Account Statement updates) and don’t wish to install Python scripting, Hung Le had written a Java app a year ago that has been recently updated and the link in the original Blog page has been updated with this new version.
  • newanim   Another new program is now available for updating quotes from MSN in a very similar fashion to Money’s original online updates.  It is called MSMoneyQuotes and you’ll find links to it in this blog post.
  • I have developed Ameridan’s addon package to PocketSense that allows you to run these scripts (and review your Online investment data) from within your Money program.
Make sure you check out the Look Up Your OFX Settings Blogpage with links to all of the sources of OFX settings that I am aware of.

IMPORTANT!! (Courtesy of Cal Learner)

People using LiveID (Passport) in Microsoft Money should turn that off by logging in offline.   You may have to do this to accomplish that:

Disconnect from the Internet. If using Money Plus, change the date on your computer to a date in January, such as 2011 Jan 15.   Start Money, and log in offline.    Remove your LiveID.   Do not attempt to change your LiveID.

To remove the Live ID, go to File-PasswordManager, and choose to remove your LiveID.   To remove or add a conventional password, also see File->PasswordManager.

If you get a warning that you cannot remove the LiveID, turn off Tools->Settings->ReceiveAccountUpdatesFromMsnMoneyMyAccounts if you set that, even if you leave on Live ID to work with Ultrasoft Money.

SITE NAVIGATION IMPROVEMENTS:
I’ve recently optimized the Blog widget settings to make navigating within this Blog as easy as possible. I hope you find it a little easier to find things – I pledge to continue doing my best to keep it up-to-date as a resource of helpful material for Microsoft Money users as well.

Other helpful information courtesy of Cal Learner…

US Money Sunset (Works with US and Canadian Files only; others see below)

Self-contained installation files for use (including if the original disk requires activation).   No direct online access works with the Sunset versions. See http://support.microsoft.com/kb/2118008 for an explanation of the Sunset versions

US Money Plus Deluxe Sunset

Downloadable from http://download.microsoft.com/download/2/5/5/2557D51B-AF4C-4123-8198-563ABA07337B/USMoneyDlxSunset.exe  [static link]
or use http://www.microsoft.com/en-us/download/details.aspx?id=20738

US Money Plus Home and Business Sunset
Downloadable from http://download.microsoft.com/download/C/1/B/C1BA4FFE-E119-4C19-8BD3-442F0E7E98A0/USMoneyBizSunset.exe  [static link]
or use http://www.microsoft.com/en-us/download/details.aspx?id=7564

Notes for North America:
1. US and Canadian Money 2005 and Essentials users — as well as other US and usually Canadian users — can use Money Plus Deluxe Sunset if they have to reinstall at some point. See http://support.microsoft.com/kb/2118008  for information.
2. Some US users of older versions of Money (Money 98 through Money 2003)  may have to use an additional step, described in http://support.microsoft.com/kb/919524/en-us  , of first installing a verson of US Money 2004 or 2005 to perform a file conversion before installing Money Plus Sunset. Here is a link to a minimally functional version of US Money 2005 (filename webinst.exe) that can be used for conversions: http://download.microsoft.com/download/D/B/7/DB72D4E0-FBD1-4B76-BFA0-1FF20F6AEC8D/M12USWEB.exe

Money 2005 UK – QFE2
Self-contained UK Money 2005 file including all available patches. Replaces all MS Money UK 2005 installation discs. Usually solves “Money cannot locate the file because it’s a read only file or you do not have permission to change it” error message.
Download from http://download.microsoft.com/download/8/5/8/858EDC2F-1806-4D2D-85E3-0FBB08CB720A/Money2005-UK-QFE2.exe.exe

Money 2005 International English QFE2
Self-contained Money 2005 International English installation file from Microsoft, including all updates (For Australia, New Zealand, Hong Kong and all other English versions other than for US, Canada, UK).
Download from http://download.microsoft.com/download/D/7/4/D7406013-4064-49BB-9AA8-7608655EF70C/Money2005-IntlEngl-QFE2.exe.exe

Money 2005 French – QFE3
Self-contained French Money 2005 file including all available patches. Replaces all MS Money French 2005 installation disks.
Download from http://download.microsoft.com/download/B/3/1/B31D6140-59FE-4D17-AF82-A2E77D0FCFFF/Money2005-FR-QFE3.exe.exe

Notes for all versions…

It is suggested that all Money users keep a good copy of the installation file, even if the need is not immediate. It will be needed if you reinstall Money in the future. Those links can change, so do a search if you don’t find the file you need. Since we don’t know how long these files will be available, it is best to keep a copy of your appropriate installation file in a safe place.

Regional versions

Money data files are in a different format for each region. The correct regional version of Money must be used or the data file will not open.

It is possible to convert from one region to another only by exporting data as loose qif and importing to the new regional version of Money. See http://support.microsoft.com/kb/304254  and  http://support.microsoft.com/kb/178830  .

Old Money versions will run only under 32-bit Windows

Old versions (Money 2000 and earlier) include 16-bit code so can run only under 32-bit Windows (XP, Vista, 7 and 8).

There are continuing changes to the way Windows works. There is no certainty that newer 32-bit Windows will continue to run Money well or at all.

64-bit Windows

The U.S. Sunset versions of Money, downloadable above, should run under Windows versions up to atleast Windows 8.   However because of a bug in the file mnyob99.dll, there may be issues with lower versions including XP in conjunction with certain OS updates.   It is recommended that a patched version of this file be used to resolve these issues and insure compatibility.  Read more (and find a link to the patch) here.

Internet Explorer

Money depends on Internet Explorer for some features. Development of Money stopped some years ago, so some features in Money may not work well or at all with the latest versions of Internet Explorer.

Money version downloads

The latest versions are free for anyone to use, but are not supported by Microsoft. The download links above might become unusable at any time.

Remember to keep a secure copy of the downloaded installation file for when you need to re-install. Your data will be inaccessible if your Money program becomes corrupted and you cannot reinstall Money or if you procure a new PC and cannot install Money.

-ameridan

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New Money addon program released ~ MS Money Quotes by Gaier Software

     MSMoneyQuotes by Gaier Software, LLC

 

Well, I stated in my previous blog post that this addon program looked promising, and indeed, even though Money is offline now,  with MSMoneyQuotes, we once again have the ability of  feeding live (20 minutes delayed) MSN online quotes data into our Money database once again – even if your Money program isn’t currently running!

For those using Pocketsense, simply make sure that you run this program prior to Pocketsense each day (or stop retrieving quotes with Pocketsense  ~ comment them out in sites.dat file by inserting # in first column, and use it for statement downloads only)  so that your quote price is input into Money as online rather than update.    Online allows for continuous updating throughout that day whereas Update only holds the first price entered that day.    There is even an option for updating quotes every 15 minutes like Money used to do!

[[UPDATE 5/13/2014]  Cal brought up a good point in his review of my review ;-)  ” We remember that quotes used to be a big factor in the size growth in Money files. So maybe some of us might run two Money files… one with all of the investment info, and one slower-growing. Anyway, it does honor Money’s selection of about what quotes get downloaded. “

By running Pocketsense prior to MSMoneyQuotes and keeping active those stocks that a representative stock price only is adequate (no other quote data is needed) by listing them in your sites.dat file, you will retain much less data in your Money file.   Those stocks that you really wish to retain all of the MSN quote data for will still be entered into Money as long as MSMoneyQuotes is the source of that data.   Or you could use this strategy once per month to gather and save the detailed data, using Pocketsense for the other days…   Very versatile!!

In addition to Last Price, you’ll also see the following fields updated by MSMoneyQuotes if the MSN site has things set up correctly:  change, open, high, low, 52 week high, 52 week low, ask, beta, bid, market cap, shares outstanding, PE, volume, and yield.

Many of my blog readers were involved in the Beta trial and based on the terrific feedback provided, Dan Gaier has come up with a very compact and efficient program that has many powerful options which weren’t available in the original trial release.   Well worth the $9.99 lifetime purchase price and in conjunction with Pocketsense, Money really feels like it’s online again!    If you would like to try or buy the program – click here.   In addition to those of us already using this program, the program’s author will be monitoring this thread so feel free to ask questions by leaving a comment here if the official support page doesn’t answer your questions.   You also have the option of emailing Dan Gaier directly at support@gaiersoftware.com.

Thank you Dan for making this available to Money diehards!!!!   

Long live MS Money offline - it’s already been 4 years.

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Restoring Microsoft Money Quote Updates…

Restoring Microsoft Money Quote Updates

I was sent a link from Gaier Software and in the interest of helping them promote this promising new Microsoft Money “add-on” program, I’m posting their announcement here.
-ameridan

I’m a former Microsoft employee who worked on the Microsoft Money product and MSN Money website for almost a decade. Yep, I was the software developer who built the Portfolio Manager for both products, worked on the quote services that powered them, and in 2009 built the Money-to-Quicken Converter for Intuit.

Since Microsoft pulled the plug on the quote servers in the summer of 2013, I often get asked if it’s possible to build something that would restore Money’s ability to get quote information. It turns out it is possible!

So in my (very limited) spare time, I’ve been tinkering with building such a tool over the last 6 months. The Money code is old and complex (written in C/C++, Win32, COM for those technical folks) and it took a fair amount of time and effort to work through some hurdles, but I finally have something that works.

The tool is a separate executable that can open your Money file (including password protected ones), inspect the securities in your portfolio, make service call(s) to MSN Money’s new quote services to fetch data for these securities, and update your Money file. It follows nearly the same logic as the original Money code in terms of updating this information, and includes data such as last, change, open, high, low, 52 week high, 52 week low, ask, beta, bid, market cap, shares outstanding, PE, volume, and yield. It also handles pounds to pence price conversions for you UK users. It can be run throughout the day, knows when to add vs. update an existing price entry, and can be run while you have Money open.

I’ve tested it with a few recent versions of Money, but have no idea if it will work for older versions. I’d consider the current version in a “Beta” stage.
I’d like for you to try it out to see if it works. I’ve made a special version of this tool called MSMoneyQuotesTrial.exe that allows 30 quote updates.
Depending on the feedback I receive, I may put more time and effort into releasing a polished version of this tool and unlock it to allow for unlimited quote updates.

Click  here  to register as a tester and download this executable for free.

Click  here  to download updates if you’ve already registered.

© 2014, Gaier Software LLC

 

 

screenshot

click to enlarge

can be linked to from within Money (click to enlarge)

can be linked to from within Money (click to enlarge)

 

[UPDATE] as of 4/26/2014
Dan Gaier has improved his beta with some options as shown…

C:\Documents and Settings\Dan’s>C:\Downloads\MSMoneyQuotesTrial.exe -?

Microsoft Money Online Quotes
Copyright(C) Gaier Software, 2014. All rights reserved.

Usage: [-f file] [-p password] [-o] [-a] [-v]

If a file is not specified then the current Money file is used.
-o      Open Money if not already open.
-a      Automatically update quotes every 15 minutes as long as Money is open.
-v      Verbose output.

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2013 in review

The WordPress.com stats helper monkeys prepared a 2013 annual report for this blog.

Here’s an excerpt:

The concert hall at the Sydney Opera House holds 2,700 people. This blog was viewed about 41,000 times in 2013. If it were a concert at Sydney Opera House, it would take about 15 sold-out performances for that many people to see it.

Click here to see the complete report.

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Redirection of MSN’s former online services?

Just throwing this out there for the programmers / Money “experts” out there…

I happened to stumble on the possible source of links in Money Plus to the MSN servers that might be used to redirect to alternative solutions for those functions that used to be provided by the MSN servers.

In MNYCoreFIles/WebCache is a file rooturl.xml that reveals the following:

[?xml version="1.0" encoding="UTF-8"?]
[rootlinks]
[link id="moneycentral"]
[int]http://moneycentral.msn-int.com[/int]
[live]http://moneycentral.msn.com[/live]
[ppe]http://moneycentral.msn-ppe.com[/ppe]
[dev]http://mcdevwbasn.redmond.corp.microsoft.com[/dev]
[/link]
[link id="moneycentralintl"]
[int]http://money.msn.co.uk[/int]
[live]http://money.msn.co.uk[/live]
[ppe]http://money.msn.co.uk[/ppe]
[dev]http://money.msn.co.uk[/dev]
[/link]
[link id="data"]
[int]http://data.moneycentral.msn-int.com[/int]
[live]http://data.moneycentral.msn.com[/live]
[ppe]http://data.moneycentral.msn-ppe.com[/ppe]
[dev]http://data.mcdevwbasn.redmond.corp.microsoft.com[/dev]
[/link]
[link id="securemoneycentral"]
[int]https://moneycentral.msn-int.com[/int]
[live]https://moneycentral.msn.com[/live]
[ppe]https://moneycentral.msn-ppe.com[/ppe]
[dev]https://mcdevwbasn.redmond.corp.microsoft.com[/dev]
[/link]
[/rootlinks]

It couldn’t be so simple as to plug in new urls, could it?

Comments (11)

New Money addon review – PalOMoney

SunsetOFX

I’ve been beta testing two new apps that interface with Sunset Money that I’ll be reviewing today. Knowing that many of my blog readers have stated that they want to be able to update quotes from Google and Yahoo without having to deal with Python is the reason for my inclusion of the first (beta) app, which actually is not “new” in that it was released in 2011. It is SunsetOFX from Syntap Software and it is a simple Windows app that only requires .NET 3.5 which is native to Windows 7. If you are running Windows XP as I am, you are probably running .NET 3.5 as well, and if not, it is an easy to install update. Whichever folder you install the single EXE file into is where the XML and OFX files are also saved (when exiting). The app has an ADD button to add stocks, funds and options. There is no DELETE button, but by right-clicking the XML file, which also serves to store your security selections, you can select edit and your text editor will open the file for editing. Similar to Pocketsense and TheFinanceBuff’s scripts, you should create a dummy account with zero shares of the quoted securities and you can only update Money once per day, so if you update a mutual fund prior to 5 or 6 pm, the quote will probably be from the prior business day. Any feature requests regarding SunsetOFX should be left on Syntap’s blog page.


PalOMoney

The developer(s) of the second app seem very anxious to get a much more robust Money addon program to fruition. It is called PalOMoney and it has really advanced in the last few weeks. I believe I am the first outside beta tester and I probably caused a few headaches for the developer(s) as I installed the app as I thought a typical user would (rather than the suggested “ideal test computer” conditions using a root folder, etc) but I can honestly state that I’m confident that unlike version 1.0.3, the current version (1.0.4 as I’m writing this) should install nicely and work as advertised.

It too is a Windows program, but this one actually directly interfaces with Money’s data file with the intent of updating delayed, real-time and historical quotes, Read the rest of this entry »

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Schwab OFX downloads

[UPDATE: The revised scrubber routine is now incorporated into newer released versions of Pocketsense, so you no longer need to look for the beta version 12/12/2013]

I discovered that Schwab has started using a new tag CORRECTACTION when uploading their ofx data, and Robert immediately added a routine to his Pocketsense scrubber script for me to try out. After testing it out, he released the revision and I am happy to report that was apparently the only issue that has caused errors recently for Schwab ofx updates. You can download the beta package by heading to the February 17th entry in Robert’s blog comments. It is reported that Quicken does not like this tag, so I can’t imagine why Schwab is still using the tag, as most of Schwab’s clients attaching to the OFX server are undoubtedly Quicken users.

The new scrubber should also fix transaction (-)  sign issues that have been seen in Fidelity Net Benefits ofx downloads. I think this is the same issue I reported last summer from VALIC as well that would actually crash Money.

Thank you Robert!

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Updating Tax Rate Schedule

Microsoft states that tax rates can be updated manually in Money Plus (and Sunset) by going to: Tools / Settings / Tax Settings / Set your filing status and see Tax Rates. You’ll note that the rate schedule hasn’t actually changed since 2011, even though the current table reads “2013 Tax Year in progress”.

What they fail to mention though is that the boxes are all grayed out and you are unable to edit the rates for Single, Married filing Jointly, Married filing separately and Head of Household, so what you have to do is select Custom and your data fields will open up to plug in new rates. Naturally then, when using the Tax Estimator module, you will also need to select Custom for Filing Status, rather than Single, Married, etc. in order to use the manually updated rates.

(The only method I know of to actually update the grayed out rates is with Hung Le’s Sunriise tool, but that isn’t an option for the average user.)

-ameridan

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