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"?]
It couldn’t be so simple as to plug in new urls, could it?
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.
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 »
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!
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.)
Apparently Windows 8 “Update” should now fix the crash issues with Microsoft Money Sunset Deluxe (and Home & Business) during imports of account transactions or when changing a payee of a downloaded transaction. As of 12/12/2012 though, the same OS updates (KB2758857 specifically) that Microsoft published actually introduces the same crashes for Windows XP users. I’m not sure which files their updates actually effect, or what methodology they use to “fix” the issues, but I’m so glad I don’t allow automatic updates!
Raymond Chen has reverse-engineered his own patch to fix some bugs in the Version 17 file mnyob99.dll which you can read about and perform yourself with a hex editor and seems to be more reliable across all OS’s. By his description of the bugs, it is surprising that Money has worked consistently with the older OS’s all these years. Thanks to John who has provided me with the patched file for the Plus Deluxe version of Sunset Money, I am making it available for you to download it here. If you are using the Plus – Home & Business version of Sunset Money, download the patched dll file specific to that program here.
OR you can manually edit your dll file yourself, using Raymond Chen’s great patch blog instructions (summarized here):
- File offset 003FACE8: Change 85 to 8D
- File offset 003FACED: Change 50 to 51
- File offset 003FACF0: Change FF to 85
- File offset 003FACF6: Change E8 to B9
Even though I wasn’t having a problem with XP (I don’t do OS updates very often), I’ve replaced the dll file on my system with no hiccups.
Cal Learner has verified that the only changes to the dll file that I’ve posted are as discussed above. Thank you Cal
trp2525 also reported today that the recent XP Security Update that caused problems is fixed by installing the patched dll file.
The mnyob99.dll is located at C, Program Files, Microsoft Money Plus, MNYCoreFiles for my version of Money.
After replacing the dll file I installed update KB2758857 and then restarted my computer. I then tried updates from 3 different banking sites that included OFX and QIF downloads and my program worked perfectly with no crashes! These were the same downloads that had crashed my program (with update KB2758857 installed) prior to the replacement of the dll file.
Hopefully, we’ll be able to use this fantastic program for many years yet!
[UPDATED 2/23/2013 & 3/20/2013]
Cal Learner has written a Python script to basically fix the dll file for versions of Money other than Plus Deluxe & Sunset Plus Deluxe. See his post and (read the comments for more info) here. Seems as though I’m one of the few that have used this routine, but I’m happy to report that I’ve fixed my dll for the Home and Business version of Sunset Money and all is well (although the downloaded dll mentioned above also worked for me as well ) and you can download the patched dll file here.
Version 3 is now available! No batch file needed.
Although I developed this webpage (click image to enlarge it) to invoke from within Microsoft Money, I find it most convenient to click on a shortcut to the webpage from my desktop instead. I know I haven’t posted anything on this blog for a while, but that is primarily because PocketSense is working so well for me in supplying OFX updates to my Sunset edition of Microsoft Money. The main reason I am posting an updated version of my webpage is to accomodate Cal’s python script Popdown2.py (originally submitted by George - thank you George!) that automatically OKs the import and error messages that appear while the OFX files are processed by Money. You will not need to locate and download this python script file, as it is included in the download package for the webpage addon. NOTE: If Cal updates this file (he mentioned working on Popdown3.py), save it as Popdown2.py to keep the links working. Also, you do not need to use or modify any batch files with this webpage (nor can batch files be invoked from a webpage).
If you would like to be able to run your Offline update scripts (PocketSense) from within your Microsoft Money program while also viewing the new quotes.htm file that is produced everytime you update your quotes, I’m sharing the new page (along with easy installation instructions) that I’ve developed for just this purpose. Since the Money GUI is really just a customized browser, this is probably the only way modules can be added to the program without hacking into the source code. I would also like to point out that everytime the quotes are updated throughout the day, the quotes.htm page is updated, even though the newer values are ignored within the Money program. And this page will also show Last Closing Price as well as Percent change in price since the last closing price! Thanks Robert!
Erroneous Yahoo! quotes / making QFX files work with Money / UK, French & Int’l English Money 2005 1105 updates
Over the last several weeks, some of the quotes from Yahoo! Finance (where PocketSense, hleOfxQuotes and TFB’s script get the quotes from) have been erroneous and we were all hoping they would just get “fixed”. It turns out a reader of TFB’s (The Finance Buff) Blog found the appropriate help link to notify Yahoo! of the issue and it was fixed soon after it was submitted. I’m posting that link here with a tag, so that next time it might be accessed sooner by one of us for a quicker resolve. See the first comment below for suggested wording.
Some other recent developments:
1. Some banks such as Bank of America and Chase no longer offer Microsoft Money OFX downloads on their website, but they DO offer Intuit Quicken Web Connect (QFX) files (or some other similar wording) and those work just as well, but you may not realize you have that option. I’ve exerpted the solution from another one of my Blog pages (read that blog page if you want to learn what’s different between OFX and QFX) here to reveal how to make QFX files work for you…
2. Although the Money servers are OFFLINE for most purposes, they are still supplying quotes for some users that are using older versions of Money and/or still have time left on their subscription. Who knows for how much longer though.
3. As of today, Microsoft has finally made available the full 1105 version of UK Money 2005, and it can be downloaded here which will allow new installations to be able to read your UK Money data files. The file can be used to do a full UK Money 2005 (level 1105) install. You do not have to install a previous version and then upgrade.
4. [added 7/29/2011] Microsoft has also made available the full 1105 version of International English Money 2005, and it can be downloaded here which will allow new installations to be able to read your International English (aka ROW) Money data files. The file can be used to do a full International English Money 2005 (level 1105) install. You do not have to install a previous version and then upgrade.
5. [added 8/1/2011] Microsoft has also made available the full 1105 version of French Money 2005, and it can be downloaded here which will allow new installations to be able to read your French Money data files. The file can be used to do a full French Money 2005 (level 1105) install. You do not have to install a previous version and then upgrade.