Even though I have Online services until August 2010, I’ve turned them off because these OFFLINE scripts actually perform better than Online updates!
If you would like to be able to run your Offline update scripts (PocketSense) from within your Microsoft Money program, 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.
And remember, the OFX servers are serving up a “Quicken request”, so in theory, even if the banks deactivate Money requests, the scripts should perform for quite awhile yet.
[UPDATE 3/31/2010] I’m working on V2 of the webpage add-in for those that find the installation too geeky. It will also have some enhancements – read more (and provide feedback!) here.
[UPDATE 3/13/2010] Since Windows7 (and perhaps Windows Vista) creates shortcuts differently, I’ve created Windows7 version of my add-in to complement my original add-in, which was written for Windows XP (that is what I’m still using).
I have published updates (3/16/2010) to this add-in via the link below, based on the enhanced version of PocketSense 🙂
Go to the folder on your hard drive that you’ve installed PocketSense into
Right click on getdata.py and select Create Shortcut
Right click on setup.py and select Create Shortcut
Open Money, type the full path to the htm file into the address bar ( as an example, my path is: C:\Documents and Settings\Dan’s\My Documents\Microsoft Money\Python Scripts\GetOfxData.htm ) and hit Enter (or the GoTo button). If you downloaded the Win7 version, you will type the full path to GetOfxData7.htm
You’re done; whenever you wish to access the scripts from within Money – either click on Favorites, Favorite Web Sites, and then GetOfxData.htm OR select the file in the address bar and hit Enter (or the GoTo button)
ENJOY Microsoft Money OFFLINE!!
[UPDATE 3/19/2010] I’ve tried to develop this package for the easiest & least restrictive installation (that is why you create the shortcuts rather than download them) but apparently there are still enough differences in user’s settings and IE browser versions that can’t all be accomodated without minor modifications for some. 😦
If you open GetOfxData.htm with Internet Explorer (that is the browser that Money uses) and hover over Setup & Test your Accounts, on an Windows XP PC you should see a path like mine file:///C:/Documents%20and%20Settings/Dan’s/My%20Documents/Microsoft%20Money/Python%20Scripts/Shortcut%20to%20setup.py.lnk in the lower left corner of the browser to know that the webpage will work properly (or file:///C:/Documents%20and%20Settings/Dan’s/My%20Documents/Microsoft%20Money/Python%20Scripts/Shortcut%20to%20setup.lnk if you have file extensions disabled, in which case you’ll need to right click on the shortcut, select Properties/General and add the .py to the name to match the webpage).
If you open GetOfxData7.htm with Internet Explorer and hover over Setup & Test your Accounts, on an Windows7 PC you should see a path like mine file:///C:/Documents%20and%20Settings/Dan’s/My%20Documents/Microsoft%20Money/Python%20Scripts/setup%20-%20Shortcut.lnk in the lower left corner of the browser to know that the webpage will work properly (or file:///C:/Documents%20and%20Settings/Dan’s/My%20Documents/Microsoft%20Money/Python%20Scripts/setup.py%20-%20Shortcut.lnk if you have file extensions enabled, in which case you’ll need to right click on the shortcut, select Properties/General and remove the .py from the name to match the webpage). If your browser is not translating the path properly, you could also manually edit it to reflect your actual path in the <a href> with a html editor to look like the samples above. You may find useful information here as well.
I also just learned that although IE8 works properly, apparently IE7 may have a bug in not translating the <a href> into an absolute host path:
…that being said, if the hyperlink to file:/c:/test.txt is present in a document located at file:///tryit.htm, then IE should correctly combine the relative path with the absolute host (“//”) and end up with the URL file:///c:/test.txt. IE7 may not do that today, and we [Microsoft] have a bug on that.