Posts Tagged PocketSense

Version 2 of my Money Webpage addin is now available

Version 2 is now available!

click for larger image
Version 2 of ameridan’s OFFLINE webpage addon to Money

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!

To greatly simplify installation (it was confusing if your PC setup didn’t happen to be setup just so), I’ve created  4  different versions of the webpage for you (2 for WinXP and 2 for WinVista and Win7) and you’ll simply use the one that works properly.  🙂

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PocketSense appVER upgrade

 From Quicken’s site, I found the following:   On April 30, of each year, Quicken discontinues its support for any of its versions more than 2 years old. As of April 30, 2011, Quicken will no longer support Quicken 2008,  which implies that we may have to upgrade the default in PocketSense at that time since Quicken forces financial institutions to promote Quicken upgrades by not allowing “obsolete” versions to communicate with their servers.  

I’ve observed that Moneydance is already using version 1900 (Quicken 2011), rather than version 1700 (Quicken 2008) that we’ve been using, so I’m hoping some of you will help test this prior to my requesting that Bobby incorporate this into his next version of PocketSense.

[Update 12/26/2010 – Turns out that the default Quicken version is 1800, so the change isn’t so imminent.  I’ve manually changed the setting to 1900 in site_cfg.py and everything seems to be fine 🙂 ]

For further clarification on appVER, see my Blogpage on the subject.

-ameridan

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Microsoft is cutting the cord early on Yodlee feeds

There are quite a few Money users who have paid to extend their services through January 2011 that will be upset to learn that the data feeds through a 3rd -party (namely Yodlee) will be discontinued as of October 1st.  If you get the following message when you sign up for online services with your financial institution:

* This service is provided by a third party provider, not your financial institution. It is only available if you have Microsoft Money 2005 or later. You will need to use Microsoft .NET Passport in order to access your account information.
Your financial institution may offer an alternative means of downloading statements and transactions from their web site into Microsoft Money 2004 and earlier.

then you may want to check out one of the Offline solutions covered in this blog.


[UPDATE 2/13/2017]
I read a review on Personal Capital (I see Yodlee is still in business):

an online financial website and app that links all of your accounts to track your spending, investments, and net worth. You provide your login information, and they pull in the information for you automatically so you don’t have to type in your passwords every day on 7 different websites (similar to Mint). Investment-specific features include tracking portfolio performance, benchmarking, and asset allocation analysis.

and my response…

I still prefer to use Microsoft Money (a FREE, private desktop PC program) for  tracking my spending, investments, and net worth.  Used in conjunction with Pocketsense (also FREE and runs from your PC), which are a set of Python scripts that perform the same online functions, it pulls in the information from all of your accounts for you automatically from the same OFX servers on a daily basis, and no one else in the cloud sees your passwords or data.

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Fidelity brokerage OFX downloads

Once your Microsoft Money program is offline (online services are no longer active),  there may be no way to import your transactions and statements (as well as the update of your quote data on all of your investments) from your Fidelity brokerage account(s)  into Money other than via using Python scripts.   Unlike the websites of many financial institutions that at least let you initiate a download of your transactions in either QIF or OFX format, it has been reported that there is no such option at Fidelity.

In hopes of assisting others in the same boat as MikeV99, I am posting this setup data for  PocketSense  hoping that someone will verify that it worksAs I learn more regarding the outcome, I will update this Blog.   Mike has verified the correct settings and I have updated the blog accordingly. Thanks Mike 🙂   

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OFFLINE intro

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!  On its own, it will only update via OFX statement files that you download through the websites of your financial institutions.
  • 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.
  • Another new program is now available for updating quotes from MSN in a very similar fashion to Money’s original online updates.  It is called MSMoneyQuotes and you’ll find links to it in this blog post.
  • 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.
Make sure you check out the Look Up Your OFX Settings Blogpage with links to all of the sources of OFX settings that I am aware of.
All known settings for sites.dat are added as I become aware of them on this blog article.

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.

Other helpful information courtesy of Cal Learner…

US Money Sunset (Works with US and Canadian Files only; others see below)

Self-contained installation files for use (including if the original disk requires activation).   No direct online access works with the Sunset versions. See http://support.microsoft.com/kb/2118008 for an explanation of the Sunset versions

US Money Plus Deluxe Sunset

Downloadable from http://download.microsoft.com/download/2/5/5/2557D51B-AF4C-4123-8198-563ABA07337B/USMoneyDlxSunset.exe  [static link]
or use http://www.microsoft.com/en-us/download/details.aspx?id=20738

US Money Plus Home and Business Sunset
Downloadable from http://download.microsoft.com/download/C/1/B/C1BA4FFE-E119-4C19-8BD3-442F0E7E98A0/USMoneyBizSunset.exe  [static link]
or use http://www.microsoft.com/en-us/download/details.aspx?id=7564

Notes for North America:
1. US and Canadian Money 2005 and Essentials users — as well as other US and usually Canadian users — can use Money Plus Deluxe Sunset if they have to reinstall at some point. See http://support.microsoft.com/kb/2118008  for information.
2. Some US users of older versions of Money (Money 98 through Money 2003)  may have to use an additional step, described in http://support.microsoft.com/kb/919524/en-us  , of first installing a verson of US Money 2004 or 2005 to perform a file conversion before installing Money Plus Sunset. Here is a link to a minimally functional version of US Money 2005 (filename webinst.exe) that can be used for conversions: http://download.microsoft.com/download/D/B/7/DB72D4E0-FBD1-4B76-BFA0-1FF20F6AEC8D/M12USWEB.exe

Money 2005 UK – QFE2
Self-contained UK Money 2005 file including all available patches. Replaces all MS Money UK 2005 installation discs. Usually solves “Money cannot locate the file because it’s a read only file or you do not have permission to change it” error message.
Download from http://download.microsoft.com/download/8/5/8/858EDC2F-1806-4D2D-85E3-0FBB08CB720A/Money2005-UK-QFE2.exe.exe

Money 2005 International English QFE2
Self-contained Money 2005 International English installation file from Microsoft, including all updates (For Australia, New Zealand, Hong Kong and all other English versions other than for US, Canada, UK).
Download from http://download.microsoft.com/download/D/7/4/D7406013-4064-49BB-9AA8-7608655EF70C/Money2005-IntlEngl-QFE2.exe.exe

Money 2005 French – QFE3
Self-contained French Money 2005 file including all available patches. Replaces all MS Money French 2005 installation disks.
Download from http://download.microsoft.com/download/B/3/1/B31D6140-59FE-4D17-AF82-A2E77D0FCFFF/Money2005-FR-QFE3.exe.exe

Notes for all versions…

It is suggested that all Money users keep a good copy of the installation file, even if the need is not immediate. It will be needed if you reinstall Money in the future. Those links can change, so do a search if you don’t find the file you need. Since we don’t know how long these files will be available, it is best to keep a copy of your appropriate installation file in a safe place.

Regional versions

Money data files are in a different format for each region. The correct regional version of Money must be used or the data file will not open.

It is possible to convert from one region to another only by exporting data as loose qif and importing to the new regional version of Money. See http://support.microsoft.com/kb/304254  and  http://support.microsoft.com/kb/178830  .

Old Money versions will run only under 32-bit Windows

Old versions (Money 2000 and earlier) include 16-bit code so can run only under 32-bit Windows (XP, Vista, 7 and 8).

To be able to use data files from these older versions on a new PC with Sunset:

  • Download m12usweb.exe to the new computer.
    MD5 is 1c62413858e2184eb39862f1b2afba44See https://support.microsoft.com/en-us/kb/913108
  • Put the latest *.mny and *.mbf files into the Documents folder of the new computer
  • Temporarily uninstall Sunset if you had already installed on new computer
  • Disconnect from the Internet (may not be needed, but recommended)
  • Set the computer date to 2004/1/1 (or there about)
  • Install trial Money 2004 by running  m12usweb.exe
  • Let that convert your *.mny file. Check that it seems to work. Save the converted file. Maybe change the name so that you can distinguish the converted file. Close Money 2004
  • Set the date right. Install/reinstall Money Plus Sunset. Let it uninstall Money 2004. Let Sunset convert the Money 2004 *.mbf file to Sunset
  • Make extra copies of Sunset install and data files onto other media

There are continuing changes to the way Windows works. There is no certainty that newer 32-bit Windows will continue to run Money well or at all.

64-bit Windows

The U.S. Sunset versions of Money, downloadable above, should run under Windows versions up to atleast Windows 8.   However because of a bug in the file mnyob99.dll, there may be issues with lower versions including XP in conjunction with certain OS updates.   It is recommended that a patched version of this file be used to resolve these issues and insure compatibility.  Read more (and find a link to the patch) here.

Internet Explorer

Money uses Internet Explorer as the GUI, so do not delete the program from your PC.

Money version downloads

The latest versions are free for anyone to use, but are not supported by Microsoft. The download links above might become unusable at any time.

Remember to keep a secure copy of the downloaded installation file for when you need to re-install. Your data will be inaccessible if your Money program becomes corrupted and you cannot reinstall Money or if you procure a new PC and cannot install Money.

-ameridan

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Updating quotes via OFX

I’ve located a Microsoft document that some may find useful in digging into OFX further.  One complaint that we’ve all expressed (or at least read from others) is that, unlike getting Online quotes via MSN which will constantly overwrite themselves with the most recent value for that particular day, the Python scripted version only takes the first value received that day.   Only by deleting that entry (or manually changing the value) are you able to download a new value for the day.   Maybe someone can figure out if this excerpt will help get around this behavior…

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Will QFX files dominate over OFX?

As Money gets closer to going OFFLINE, I can foresee some financial institutions dropping OFX (sometimes referred to as Microsoft Money format) downloads and only offering QFX downloads instead.

If this does occur, it should be very easy to adapt the scripts to also have the capability of downloading QFX files, and then “scrubbing” them by merely changing the extension to OFX, since everything in a QFX file is OFX compliant.   The  unique  “INTU.BID” tag’s value that Quicken uses to makes a connection back to Intuit (“call home”), and verify that the financial institution has licensed (PAID for annually) the right to import that file into Intuit’s software, isn’t of any consequence to Money.   By scrubbing the QFX file, it wouldn’t be necessary to register the QFX extension with Money’s Import Handler (which is an alternative fix though).

It is only Quicken, which is after all a proprietary application, that will not process plain vanilla OFX files; apps that can process plain vanilla OFX (like Money) can process QFX.   I only bring this up as I keep wondering what our financial institutions plan on changing as we get closer to the January OFFLINE cutoff, and what else we can do in preparation of any potential changes.

If you download QFX files from your financial institution’s website (that is the default choice on Bank of America’s Mastercard website now) , you can Save and then import them directly into Money [File->Import->Downloaded Statement…], but you may have to click on type: ALL FILES to see the file. You can skip the Save step and have the file import on it’s own by following the registry addition below.


Cal Learner has developed this registry fix that you could run, so that QFX files will behave just like OFX and will import into Money automatically:

Here is a 2-step way to create that registry file:

1. Open a new Notepad file, and paste the following lines between the ===delimiter lines=== below into the file.

==================begin QFX2OFX.reg========

REGEDIT4

[HKEY_CLASSES_ROOT\.qfx]
“Content Type”=”text/qfx”
@=”ofx.Document”

[HKEY_CLASSES_ROOT\.qfx\ofx.Document]

[HKEY_CLASSES_ROOT\.qfx\ofx.Document\ShellNew]

[HKEY_CLASSES_ROOT\MIME\Database\Content Type\application/x-qfx]
“Extension”=”.qfx”

[HKEY_CLASSES_ROOT\MIME\Database\Content Type\text/qfx]
“Extension”=”.qfx”

================end QFX2OFX.reg==========

2. Save the file as “QFX2OFX.reg” and Run.

-ameridan


[UPDATE fromPocketSense comments March 20, 2010 7:32 PM ]

Robert said…   Regarding the Money OFX and Quicken QIF files, I don’t think any changes will be necessary for scripted downloads.    The scripts currently default to “looking like” Quicken to the server (not Money), and the file extension of .ofx is created by the script… not the institution. 

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