Rename the quote.ofx file to quote1.ofx.Ģ) Wait a day and run the script again. Put a “#” in front of the last line in the script “os.startfile(fileName)”. If not, I propose this test:ġ) Don’t open Money.
If you have a software firewall like ZoneAlarm, block Money from accessing the Internet and then test the imports.
I suspect the online update from Money is overwriting the imported prices. When they stop, we will have something ready.
As long as Microsoft continues to provide quotes, we don’t have to run this script. I don’t expect it to last forever though. Steve – MS Money 2006 is still updating quotes. Somewhat perplexed, but looking forward to solving the problem. I also tried running the script, then disconnecting my network cable before running the import.Īnother odd piece of behavior with this second attempt was that although Money correctly indicated that I had services that had expired 387 days ago, it still updates the equity quotes! Any idea why that would occur? I thought online quotes expired with the rest. I had an old copy of MSM 2006 around so I installed it on another computer and repeated the above experiment. I am mainly interested in keeping quotes alive - except for one bank account, I manually enter all other financial transactions - so I am interested in confirming that this works. Thinking that the problem was probably that the quote price still had the same date/timestamp, I tried changing this in the OFX file and then re-importing. The import result indicated the correct price, but when I then went to view Portfolio Mgr the first price was still displayed.
I then tried tweaking the price of AMZN manually to see if a re-import would update the prices. The resulting OFX imports without problems. I downloaded your script to play around with it, and used it as-is. Was headed down the same path myself (Money user for 5 years, “old school” record keeper) and looking into GnuCash and OFX synchronization alternatives when I came across your site.
Learn how to find an independent advisor, pay for advice, and only the advice. If you are paying an advisor a percentage of your assets, you are paying 5-10x too much. Update: Since this was first published, other software developers created PocketSense and hleOfxQuotes, which greatly improved upon the rudimentary script here.
With the Python scripts that download transactions and price quotes, I intend to use Money past its official expiration date. If you run the script more than once when the market is open, only the first price update will get into Money you will not get the closing price. It’s best to run the script after the market closes. Follow the prompts with a few more clicks and you are done.īecause it simulates importing a statement from a broker, Microsoft Money will only update the prices once per day. Then you just create a shortcut withĭouble click on the shortcut. You still need either ActivePython or Python. Depending on how you set them up in Money, ETFs can be either stocks or mutual funds. You put the ticker symbols in two lists, one for stocks and one for mutual funds. It only updates the prices for your other accounts. Because the number of shares is set to zero (thanks to suggestion from John Brinnand), the import will not add any shares to the Dummy Investment account. I ran the script, which imported a dummy statement with the current prices into the Dummy Investment account. I created a new Investment account in Money called Dummy Investment. The online service in Money 2006 already expired. Being a Python newbie, I’m sure the script can be made much more elegant, but what I have now works. With the help of a book from the library, Learning Python, and a lot of Googling, I came up with a new script that gets the quotes from Yahoo! and writes a dummy OFX file for importing into Microsoft Money. However, if you have holdings in accounts that do not provide transaction download, the prices for those holdings are still not updated. They will also update the prices for the securities held in the investment accounts that provide transaction download. Those scripts will take care of the transactions. After giving my requirements and looking at Quicken, GnuCash, and Moneydance, I came upon two OFX scripts for downloading transactions directly from the financial institutions, outside of Microsoft Money.
There is a small piece of unfinished business in my series for replacing Microsoft Money.