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MICROSOFT MONEY 2005 DISABLE PASSPORT SOFTWARE
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.
MICROSOFT MONEY 2005 DISABLE PASSPORT UPDATE
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.
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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.