Archive for Microsoft Money

Alternative OS


I’m publishing this article, on the off-chance that one of my readers might be curious enough to experiment a little with a spare PC, an iMac, etc.  …

For those wanting to run Money in a virtual machine, ReactOS may be worth checking out.  It is an open-source, lightweight and FREE alternative to Windows, and even though it is still in the Alpha stage, if Photoshop installs and runs on it (there is a YouTube video review documenting this), I would hope that Money might also run as well.  The OS is intended to be compatible with applications and drivers written for the Microsoft Windows NT family of operating systems (NT4, 2000, XP, 2003).

Microsoft Money was developed using IE exclusively as the entire user-interface, and it has never been included in the install media, as IE was always to be integral with the OS.  So, the crucial deciding factor may well be Microsoft’s Internet Explorer (IE) which doesn’t seem likely to be included with ReactOS either.  However, since a good portion of the OS is Wine code, depending on how well Wine Internet Explorer (iexplore.exe, included with the OS, and IE compatible) is patched into the registry as IE (now, or in a future version), there’s still hope for ReactOS to be Money-friendly.

The dll patch that was introduced for Windows 8 and 10 shouldn’t be necessary with this OS, since it is replicating older versions of Windows.

There may be good clues in this article (How to install MS Money on 64-bit Linux) for installing Money with WINE, which is reported to be part of ReactOS.  I see that one of the requirements is installing IE6 (which is the key component needed to run Money):

Visit this page on and click the button to download IE6, and save the file to “/home/torben/.cache/winetricks/ie6”.

I’ve started a thread on the ReactOS Forum regarding this topic that you can follow the progress


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Disabling Windows Update service to stop Windows 10 updates


Since many of us are concerned that one day, an update to our OS is going to not be Money-friendly, I thought I would share the procedure for turning off manual/automatic updates of our Home edition of Windows 10.  I was always under the impression we couldn’t take control of OS updates unless we had the Pro version, but apparently Microsoft has relented to user’s objections.

To disable Updates, use the following verified procedure:

1) On your keyboard, press the Windows logo key img_59b0b16974940+ R at the same time, to invoke the Run box.

2) Type services.msc and press Enter.


3) Scroll down to Windows Update, and double click it.


4) In Startup type, select Disabled. Then click Apply and OK to save the settings.


5) If it’s the first time that you stop the Windows Update service, you may also need to take one more step:

Still on the Windows Update Properties pane, click the Recovery tab, select Take No Action in the First failure section, then click Apply and OK to save the setting.


6) Restart your PC, in order for the changes to take effect.

[UPDATE 6/3/2018]
Am I ever glad I suspended updates, as I avoided Build 1803, which is reported to significantly slow down your PC.  I think I’ll just wait this version out and hopefully, if Microsoft gets their act together, I’ll temporarily allow updates to a more agreeable build (as long as it is also MS Money-friendly).


Every now and then while Money continues to work well, I plan to manually re-enable the Windows Update service to “catch up” with everyone, and then disable it once again, after verifying that the recent update has been installed:

1) On your keyboard, press the Windows logo key img_59b0b16974940+ R at the same time, to invoke the Run box.

2) Type services.msc and press Enter.

3) Scroll down to Windows Update, and double click it.

4) In Startup type, select Manual. Then click Apply and under Service Status, select Start and then OK to save the settings.

5) Restart your PC, in order for the changes to take effect.


When you wish to invoke the Updates panel to monitor status/progress:

1)  On your keyboard, press the Windows logo key img_59b0b16974940+ R at the same time, to invoke the Run box.

2) Type ms-settings:windowsupdate and press Enter.


The quickest method of determining which update version of your Windows OS is installed:

1) On your keyboard, press the Windows logo key img_59b0b16974940+ R at the same time, to invoke the Run box.

2) Type winver and press Enter.




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

     MSMoneyQuotes by Gaier Software, LLC

[UPDATE 1/3/2015] Dan has just released version 2.0 for 2015 that obtains financial data from an entirely new online quote service built for the new and MSN Money websites, and is also used by the Windows 8 Finance app. The new online quote service is more reliable, has better symbol coverage, and should be here to stay for a long time. It is backed by a Morningstar quote feed and should prove to be more useful to more users than has been this past year!

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 Read the rest of this entry »

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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.

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. Read the rest of this entry »

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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″?]
[link id=”moneycentral”]
[link id=”moneycentralintl”]
[link id=”data”]
[link id=”securemoneycentral”]

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

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New Money addon review – PalOMoney


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 »

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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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