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


     MSMoneyQuotes by Gaier Software, LLC

[UPDATE 7/6/2019] Dan has just released version 2.5 for 2019 that obtains financial data from a redo of MSN’s online quote services.  They’ve also changed their “Search” functionality which MSMoneyQuotes uses to resolve symbols, so Dan has  added a supplemental ‘Financial Instrument Search’ page. 


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.

For details on how to setup/use the program with a batch file – 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 6 years.

406 Comments »

  1. Mike said

    Sorry John, I clicked the wrong “reply” link…….

    This was the (edited) exchange:

    My FTSE index has been returning incorrect values for several months (share prices are correct). Can anyone advise what the entries should be in the symbolmap.csv file please?

    • Mike,
    Does this help, or did you try already?
    http://gaiersoftware.com/FinancialInstrumentSearch
    and are you using the latest version (2.5)?
    https://gaiersoftware.com/Money/CustomerDownload

    Mike said
    December 17, 2019 @ 11:54 AM
    Ameridan,
    Thank you.
    I had not tried the link but the details returned from the link are the details which are already in the SymbolMap.csv file. I am using the latest version (2.5)

  2. Mike said

    I am sure that there are many users of Dan Gaier’s programme who have the FTSE 100 index in MS Money. Is your index updating correctly?

    The layout in my SymbolMap.csv in MS Excel format is:

    column A UKX

    column B 151.10.UKX

    and nothing in any other columns.

    If your FTSE 100 index is updating correctly, would you be kind enough to inspect your SymbolMap.csv file and let me know what entries you have?

    Thank you.

    • John Edwards said

      My FTSE100 index is updating daily and the entries in my Symbol Map are identical to yours.

    • martin said

      I can confirm my symbolmap has same settings and is updating

  3. Mike said

    John and Martin,

    Thank you for taking the time to post.

    I deleted the details from my SymbolMap.csv file, restarted MS Money expecting MS Money Quotes to update the SymbolMap.csv file but it did not.

    I deleted the FTSE index from MS Money, restarted MS Money and selected a fresh FTSE 100 index. Again I expected MS Money Quotes to update the SymbolMap.csv file but it did not.

    In both the above cases SymbolMap.csv did not even show the FTSE index.

    I noticed that the new FTSE 100 Index became $UKX in MS Money. I tried updating my SymbolMap.csv file manually with this new index and with the old index but MS Money did not show the correct values.

    Perhaps I will just have to update the figure manually once a week….

    • John Edwards said

      Mike
      I didn’t realise that the SymbolMap populated itself automatically. Don’t you have to enter the content of both columns?

    • Mike said

      John,

      I presumed that it did. However, I did populate both columns but without success alas.

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