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!
- 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.
- 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.
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.
