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Quote Servers Serving Microsoft Money Gone.

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Note: Locking thread due to forum issues. I would hve rather split up the thread, because there is a lot of good information. Please start new threads.

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The MSN Money team have completely replaced the old quote servers. They are now getting quotes from Morningstar (http://money.msn.com/). This means that all of the older versions of Money which still connected to the quote servers, and which did not have their services turned off, will no longer be able to retrieve quotes directly from within Money.

Alternatives include HleQuotes, Pocketsense. I use PocketSense to get end-of-day quotes from another quote server and from my broker. HleQuotes is reported to be able to receive quotes for UK exchanges and some others.
- Edited by Cal LearnerModerator Wednesday, May 7, 2014 4:29 PM note on thread locking
Wednesday, June 19, 2013 3:39 PM

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Money 2000 English International version 8.0.14.1015 still pulls down UK share prices as at 2013-06-22

Teabag 2

Saturday, June 22, 2013 11:01 AM
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How can I update the quote server URL in MS-Money 2006. I found info on how to do this in the registry - in a previous support posting. ( support.microsoft.com/kb/873204 )

What is the new URL string that I enter into the registry to connect to Morningstar?

I am using it in Windows 8.

Thanks.

Love MS-Money for investments. Wish you would bring it back. Nothing else like it out there.

From the old support posting:

Step 7: Verify the URL for the online quote server

Verify that the QuoteServerURL registry value is correct
Important This section, method, or task contains steps that tell you how to modify the registry. However, serious problems might occur if you modify the registry incorrectly. Therefore, make sure that you follow these steps carefully. For added protection, back up the registry before you modify it. Then, you can restore the registry if a problem occurs. For more information about how to back up and restore the registry, click the following article number to view the article in the Microsoft Knowledge Base:
322756 How to back up and restore the registry in Windows

Windows Vista

Exit Money.
Click Start, and then type regedit in the Start Search box.
Locate the following registry subkey:

HKEY_CURRENT_USER\SOFTWARE\Microsoft\Investor

Note If this registry subkey does not exist, follow the steps in step 8 to reinstall Money.
Locate the following registry subkey:

HKEY_CURRENT_USER\SOFTWARE\Microsoft\Investor\StockQuotes\QuoteServerURL

In the details pane, right-click Name, click Modify, type http://data.moneycentral.msn.com/Scripts/invisapi.dll/ in the Value data box, and then click OK
On the File menu, click Exit.
Start Money, and then try to update quotes again.
Friday, July 12, 2013 2:57 PM
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How can I update the quote server URL in MS-Money 2006. I found info on how to do this in the registry - in a previous support posting. ( support.microsoft.com/kb/873204 )

What is the new URL string that I enter into the registry to connect to Morningstar?

I am using it in Windows 8.

Thanks.

Love MS-Money for investments. Wish you would bring it back. Nothing else like it out there.

From the old support posting:

Step 7: Verify the URL for the online quote server

Verify that the QuoteServerURL registry value is correct
Important This section, method, or task contains steps that tell you how to modify the registry. However, serious problems might occur if you modify the registry incorrectly. Therefore, make sure that you follow these steps carefully. For added protection, back up the registry before you modify it. Then, you can restore the registry if a problem occurs. For more information about how to back up and restore the registry, click the following article number to view the article in the Microsoft Knowledge Base:
322756 How to back up and restore the registry in Windows

Windows Vista

Exit Money.
Click Start, and then type regedit in the Start Search box.
Locate the following registry subkey:

HKEY_CURRENT_USER\SOFTWARE\Microsoft\Investor

Note If this registry subkey does not exist, follow the steps in step 8 to reinstall Money.
Locate the following registry subkey:

HKEY_CURRENT_USER\SOFTWARE\Microsoft\Investor\StockQuotes\QuoteServerURL

In the details pane, right-click Name, click Modify, type http://data.moneycentral.msn.com/Scripts/invisapi.dll/ in the Value data box, and then click OK
On the File menu, click Exit.
Start Money, and then try to update quotes again.

Does nothing
Friday, July 12, 2013 3:27 PM
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Yes, it would be different and include a new url with Morningstar (http://money.msn.com/) in there somewhere.

Trying to find out exactly what that would be.

Saturday, July 13, 2013 1:44 PM
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Hullo Cal,

Just one thing for clarification please. Your message is dated June 19, yet we were still updating until 1 July. So if the quote servers were completely replaced as at June 19, why is it we were still updating for another 12 days and if we could then, why can't we now?

Surely there has to be some sort of a fix to this without throwing out an otherwise completely workable and excellent programme. :(

Sunday, July 14, 2013 10:18 PM
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I am wondering about this.

I also use AceMoney and it is not able to to update from Yahoo quotes, either.

Monday, July 15, 2013 1:44 PM
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It seems no one can, or will give us a satisfactory reason for cutting us off, but the practical pig within tells me that if we can be cut off, we could also be reconnected. Yet that possibility has not been mentioned anywhere that I can find. If the reason is monetary, then why haven't we been told and perhaps given an option to pay a licence fee, if we choose to retain a fully working Money programme?

Monday, July 15, 2013 11:19 PM
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It seems no one can, or will give us a satisfactory reason for cutting us off, but the practical pig within tells me that if we can be cut off, we could also be reconnected. Yet that possibility has not been mentioned anywhere that I can find. If the reason is monetary, then why haven't we been told and perhaps given an option to pay a licence fee, if we choose to retain a fully working Money programme?

I for one would be happy to pay an annual fee for support of Microsoft Money program, versus having to migrate years of data to another application. I have spent considerable time looking at alternative products as well as Google Spreadsheet and Excel solutions that collect data from either Google Finance or Yahoo Money. None of them matches the functionality of MS Money.

Tuesday, July 16, 2013 11:23 PM
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Note http://support.microsoft.com/kb/2118008/en-us says " Microsoft discontinued all online services and assisted support for all versions of Money on January 31, 2011." The quotes lasted longer than I expected.

hleOFXQuotes and PocketSense, which I use, can feed daily quotes to Money. PocketSense can get OFX statements from many brokers and credit cards. Those are not as automated as the built-in. Money is still very useful to many of us.

Tuesday, July 16, 2013 11:31 PM

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What are the steps to using these alternatives to feed daily quotes to Money please and does anyone know, if any will connect to the Australian Stock Exchange (ASX)?

Wednesday, July 17, 2013 3:28 AM
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A Google search will find these! To get you started, here is the link to PocketSense:

https://sites.google.com/site/pocketsense/home/msmoneyfixp1/p2

Not sure about Australian stocks, but PocketSense has a blog where you can research that or ask:

http://pocketsense.blogspot.com/2013/01/jan-2013-version-of-scripts-available.html
Bill Becker

Wednesday, July 17, 2013 4:17 AM
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I am also in Australia and use Money 2003.

First, I had a go with the trial version of Acemoney. It was easy to get the data migrated, and I could get updated prices in from the ASX, but the reporting was very basic and a long way removed from Microsoft Money, so it is not much use for me.

I have spent a couple of days playing with the Pocketsense scripts referred to in this thread and have almost got them to work.
I followed the instructions from this site
https://sites.google.com/site/pocketsense/home/msmoneyfixp1/p2

I can tell you there is no problem getting the ASX prices loaded via the Pocketsense scripts. I have successfully been able to run the script against the default Yahoo Finance server. You just need to add ".AX" to each symbol, eg instead of CBA, it is CBA.AX.

The script also successfully loads the price data into MS Money and I get a popup box "Online File Received".

However, when I process the input file. I get no error messages, but the stock prices do not update.

I am aware that there is a limitation that you can only run it once per day, so I keep restoring the Money file for each test trying to get around this issue.

I was able to get the price to update if I ran the Online File against a real account, instead of a dummy account, but then it wanted to zero all of my holdings.

So at this point, I am still stuck with manual price updates and hoping someone comes up with a solution that works for me.

I would appreciate it if anyone knows what could be my problem with the Pocketsense script solution. An additional piece of information is that I do not use the scripts to update any of the transaction accounts as Australian banks do not support this form of download, they all insist that you logon and download the files from within their website.

Thanks, Tim

Wednesday, July 17, 2013 11:27 AM
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Money 2000 English International version 8.0.14.1015 still pulls down UK share prices as at 2013-06-22

Teabag 2

Same problem with the least french Money's version 2005, since July the 1rst.

No update of stocks and indexes (unless japoneese nikkei index).

But mutual funds (OPCVM in french) go on to be updated.

Wednesday, July 17, 2013 1:08 PM
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Thanks to all who've tried to help. Much appreciated.

At this stage it seems as though it could be quite cumbersome using PocketSense. Especially for the less experienced, so for the moment I'll stay with manual updates too and hope someone eventually comes up with a way to a smooth transition.

Wednesday, July 17, 2013 11:35 PM
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Look at hleOfxquotes. To me it's quite a bit simpler than PocketSense. Once set up it requires only three clicks to open an download. It does use Java, but since this is run outside your browser, it does not require that java be activated in the browser which is the source of the security risk.

URL: http://code.google.com/p/hle-ofx-quotes/

Thursday, July 18, 2013 6:00 PM
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Look at hleOfxquotes. To me it's quite a bit simpler than PocketSense. Once set up it requires only three clicks to open an download. It does use Java, but since this is run outside your browser, it does not require that java be activated in the browser which is the source of the security risk.

URL: http://code.google.com/p/hle-ofx-quotes/

Thanks a lot for your suggestion. I'm trying it, but I don't know if walking with the ultimate version of french Money (2005). But, il I well understand, first for the stocks on Paris stock exchange, I should have to create a copy of my Money's potfolio in Google Potfolio ? Is it right ?

Thank you.
Jacquouille la Fripouiile

Thursday, July 18, 2013 9:43 PM
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Look at hleOfxquotes. To me it's quite a bit simpler than PocketSense. Once set up it requires only three clicks to open an download. It does use Java, but since this is run outside your browser, it does not require that java be activated in the browser which is the source of the security risk.

URL: http://code.google.com/p/hle-ofx-quotes/

Thanks a lot for your suggestion. I'm trying it, but I don't know if walking with the ultimate version of french Money (2005). But, il I well understand, first for the stocks on Paris stock exchange, I should have to create a copy of my Money's potfolio in Google Potfolio ? Is it right ?

Thank you.

Jacquouille la Fripouiile

I think the answer to your question is "Yes", but since I am in the US with US funds I use the Yahoo server. Perhaps someone in Europe can give you more advice. Or simple try setting it up in Google. Test it with one or two funds to see if it works.

Saturday, July 20, 2013 2:14 AM
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Thanks to all who've tried to help. Much appreciated.

At this stage it seems as though it could be quite cumbersome using PocketSense. Especially for the less experienced, so for the moment I'll stay with manual updates too and hope someone eventually comes up with a way to a smooth transition.

Hi PC Troubles, look at the hleOfxquotes as suggested by the next poster to this thread. I have found that it does work for ASX and US stocks.

This solution dumps the quote prices into a Dummy account that you need to set up in MS Money with the list of all ASX and US stocks that you want to download. These stock prices are over written each day but ignore that.

You also need to set up another account in the same copy MS Money as the Dummy account. Call the alternative account some thing like "My ASX stocks" or what ever. In this account you record the number and cost of stocks that you want to follow and this account will track and record the prices loaded into the "Dummy" account each day. I have been doing this for 4 days now and it appears to be working a charm. I also upgraded to the Sunset version of microsoft money and that has taken me a while to master as the screen layout and drop downs are different to the Version 12 edition that I had been using for about 10 years. As Cal Lwarner mentions it is a two or three click process but it does work.

Cheers mate.

Saturday, July 20, 2013 11:28 AM
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Or simple try setting it up in Google. Test it with one or two funds to see if it works.

Hi !

Good news. I can get my french stocks quotes with Yahoo.

Example : http://cjoint.com/13ju/CGupaOTjnq0.htm

and I exported it to a quote.ofx file.

Then, I've created a Dummy money account where I opened an investment account and added the 2 concerned stocks.

I opened my quote.ofx file and did the values reconciliation.

In Money, I obtain this : verify your investments.

But if I go to the dummy portfolio, quotes are not updated and stay at values of 1rst July.

Here : dummy placement

Surely, I miss something ... or Money 2005 is not compatible.

Thanks for your help.

Jacquouille la Fripouiile

Saturday, July 20, 2013 1:31 PM
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Good news. I can get my french stocks quotes with Yahoo.

Example : http://cjoint.com/13ju/CGupaOTjnq0.htm

and I exported it to a quote.ofx file.

Then, I've created a Dummy money account where I opened an investment account and added the 2 concerned stocks.

I opened my quote.ofx file and did the values reconciliation.

In Money, I obtain this : verify your investments.

But if I go to the dummy portfolio, quotes are not updated and stay at values of 1rst July.

Here : dummy placement

Surely, I miss something ... or Money 2005 is not compatible.

Thanks for your help.

Jacquouille la Fripouiile

I am in exactly the same situation for Australian Stocks (ASX)as you except I use Money 2003 (Version 11).

I am getting the same behaviour from both Pocketsense and hleOFXquotes. I have also tried it with the Ofx download direct from Google Portfolio with the same result.

Money appears to do everything correctly with no error messages, except update the stock price.

Thanks, Tim
- Edited by Oceang Sunday, July 21, 2013 12:40 AM Fix typo
Sunday, July 21, 2013 12:25 AM
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Hi PC Troubles, look at the hleOfxquotes as suggested by the next poster to this thread. I have found that it does work for ASX and US stocks.

This solution dumps the quote prices into a Dummy account that you need to set up in MS Money with the list of all ASX and US stocks that you want to download. These stock prices are over written each day but ignore that.

You also need to set up another account in the same copy MS Money as the Dummy account. Call the alternative account some thing like "My ASX stocks" or what ever. In this account you record the number and cost of stocks that you want to follow and this account will track and record the prices loaded into the "Dummy" account each day. I have been doing this for 4 days now and it appears to be working a charm. I also upgraded to the Sunset version of microsoft money and that has taken me a while to master as the screen layout and drop downs are different to the Version 12 edition that I had been using for about 10 years. As Cal Lwarner mentions it is a two or three click process but it does work.

Cheers mate.

Hi HealthyB,

It is good to hear you got the hleOfxquotes quotes solution to work for ASX.A couple of questions:

1. Did you try it first in Version 12 edition? If so, what was the result?

2. I understand the need for the account called Dummy. If I already have a full portfolio already setup for 3 different investment accounts containing the stocks I want tracked and valued, do I still need to setup the account you referred to as "My ASX Stocks"?

3. Which actual version of Sunset did you use? The US one or the International English one? A link would be nice to make sure I have the correct one.

If I follow your approach, I will be upgrading from Version 11 (Money 2003 Standard).

Thanks in advance

Thanks, Tim

Sunday, July 21, 2013 12:37 AM
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Hi Tim,

Ques 1:- Nope as I did not want to risk losing years of data and quote info I had in Version 12. I wanted to minimize the risk, so opted to try hleOfxquotes on the SUNSET version first. I may try this on version 12 later next week. My major concern was to ensure that the Dummy Account info was picked up by the regular accounts (in your case 3 of them) and that the historical daily feed data was there. This is simply because the hleOfxquotes feed does totally over write info in the Dummy account each day and there is no quote history for stocks kept in the Dummy account. Having read loads of other blogs I believe that the hleOfxquotes feed is meant to simulate a daily feed from your stock broker if your were in the USA.

Ques 2:- No you do not need to set up the account I called "My ASX Stocks" I simply set up and account with this name as I wanted to populate an account with some Australian and USA stocks first to prove it worked. I would assume your existing 3 accounts with stocks in them should work ok.

Ques 3:- The English-Australian version. See attached URL.

Note I had to break this up over several lines as this blog "doesn't allow images or links until it verifies my account"

www.

microsoft.com/

en-au/

download/

details.aspx?id=20838

Lots of luck and let me know how you go. :-)

Sunday, July 21, 2013 11:59 AM
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You might want to try the option "Incrementally Increased Share Count" mentioned in this URL

https://code.google.com/p/hle-ofx-quotes/wiki/UKUsers

Sunday, July 21, 2013 3:26 PM
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You might want to try the option "Incrementally Increased Share Count" mentioned in this URL

https://code.google.com/p/hle-ofx-quotes/wiki/UKUsers

THank you for the pointer. It explains a lot. I had been using hleOfxQuotes.jar as it indicated it was the "Current Release"

I have now downloaded hleOfxQuotes-Build_20111221_78-app.jar and hey presto the notes on FT.com and Mapper.CSV make a whole lot more sense. Perhaps the original version should be relabelled something other than "Current Release" i.e perhaps "Initial Release"

Also I assume that now that I have ticked "Incrementally Increased share Count" the the dummy file in Microsoft Money will keep a history of share quote prices. Am I correct in this assumption?

Also 'Oceang' asked the question will this work on MS Money versions other than the SUNSET version? He like I, would probably like to keep all the historical quotes and transaction data we had in earlier versions we were running up until 1-July-2013.

Keep up the good work it is really appreciated. It certainly makes myself and a whole lot of folks on Australia a lot happier.

Sunday, July 21, 2013 4:12 PM
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Many thanks HealthyB123,

I notice in one of your posts above, that you have done all this on Sunset so that you didn't take the risk of losing years of data. That's what I wanted to do, but I've read on this forum that we can't download Sunset here in Aust. How did you manage to do it? I'm getting more and more confused as we go along.

Cheers
- Edited by PC Troubles Sunday, July 21, 2013 10:58 PM spelling
Sunday, July 21, 2013 10:17 PM
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Many thanks HealthyB123,

I notice in one of your posts under, that you have done all this on Sunset so that you didn't take the risk of losing years of data. That's what I wanted to do, but I've read on this forum that we can't dowload Sunset here in Aust. How did you manage to do it? I'm getting more and more confused as we go along.

Cheers

I would not expect there would be any danger of loosing data using hleOFXQuotes to bring in quotes. Being concerned is healthy. hleOFXQuotes does have some ability to modify the *.mny file. PocketSense just creates OFX files that get imported by Microsoft Money.

I suspect you already keep more than one version of backups already, and that you are prepared even for your hard drive to crash. It would also be good to have fairly recent off-site backups in the cloud or in your safe deposit box. Anyway, review your backup policy.

I know that with PocketSense, Money 2005 and earlier, the dummy account gets used. In Sunset it doesn't. I don't know what the difference is to make the versions differ in that way.

Sunday, July 21, 2013 10:35 PM

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Money Sunset stopped stock updates in the UK last week. Trying to find a remedy. Has anyone any ideas. I can download and update qif files from banks but not share prices.

Monday, July 22, 2013 2:42 PM
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Did you read Cal Learner's post, - the one that immediately precedes yours?

In addition there are many other posts on this issue. In summary, it appears that the quote servers are gone and quote updates from within Money are no longer possible. Two options for getting once-a-day (not real time) quotes are hleOFXQuotes and PocketSense. Do a Google search find their home pages.
Bill Becker

Monday, July 22, 2013 3:06 PM
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I notice in one of your posts above, that you have done all this on Sunset so that you didn't take the risk of losing years of data. That's what I wanted to do, but I've read on this forum that we can't download Sunset here in Aust. How did you manage to do it? I'm getting more and more confused as we go along.

HealthyB and Others,

Success at last. Thanks for all the suggestions through this thread. I think I voted Helpful wherever I used the suggestion.

Background, I am based in Australia and use Money 2003 Standard on Windows 8 Professional 64 bit, and have been using versions of Money for over 12 years.

Firstly, make sure you have adequate backups of your MS Money files before you try this, as I found there was a bit of trial and error involved. I also have the advantage of being able to install Money on another PC for testing all of this.

The setup I have got working is as follows:

1. Setup the Dummy Investment account in MS Money. I called mine"hleofxquotes". Left it empty with no investments in it.

2. Use the hleOfxQuotes-Build_20111221_78-app.jar version of hleofxquotes. You need this to get the "Incrementally Increased share Count" option. Without this set to "true", the OFX is imported OK, but doesnt update the share prices as the quantity in Money hasnt changed.

3. I found that I needed to use Yahoo as my data source, so that means typing in all of my 20 stocks with a ".AX" suffix (separated by commas) into the "Symbols" section of the hleofxQuotes screen. Example "ABC.AX,CBA.AX,etc".

4. Setup mapper.csv with a line entry for each of my 20 stocks. Example "CBA,CBA.AX,FALSE,FALSE".

5. Run hleofxquotes "Update Prices".

6. Run hleofxquotes "Import to MS Money". If Money is not started, you will be prompted to start it.

7. You will get a popup inside Money asking you which account to associate the OFX file with. Select your dummy account, in my case "hleofxquotes".

8. Money should come up with a pop-up "Import Completed". Click OK.

9. You will now get a popup for each stock asking for confirmation that it is matching OK, both for the Investment Name and also the Symbol. If you agree, just click OK, else go back and fix up and re-run the Import process from wherever your error was.

10. Finally you will get a screen, listing all of the investments to be imported and stating " Click Next to Update Money to These Positions". Just click "Next".

11. Another popup appears asking "Do you want Money to update your account to match the statement?" Click "Yes" and then click "Finish" and then "Done".

At this point, all of my investments were correctly updated with the latest price with today's date.

Outstanding Issues:

1. Unfortunately, the price shows up in the "Price History" as a Buy", rather then "Online" or "Update", and also appears in the Investment Activities as "Add Shares". This is because this method is effectively the equivalent to buying .001 of a share each day at the current price.If you delete the transaction from the dummy account, the pricing history disappears as well.

2. Each time a new investment is acquired, I will need to remember to update the hleofxquotes input screen and mapper.csv, in addition to inputting the normal "Buy" transaction in Money.

Finally, I originally got all of this working using the Sunset Money2005-IntlEngl-QFE2 version.

I am unable to use the US Sunset version as it will not convert my International version of money files.

Once I got it all working Ok with Sunset Money2005-IntlEngl-QFE2 on my test machine, I went back and repeated the process using my installed Money 2003 Standard and it all works the same way, so I have no need at the moment to learn a new version of Money and plan to stay on 2003.

Again, thanks to everyone who has helped in this discussion. The solution is nowhere near as good as what we had, but at least I dont have to type in 20 prices everyday.

Thanks, Tim

Tuesday, July 23, 2013 1:25 PM
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Firstly, a language clarification: please don't identify your version of Money as Sunset. This probably confuses a lot of people. It certainly does confuse me. Your version is Money2005-IntlEngl-QFE2 which is the standard patched version of Money 2005. It needs to be downloaded and saved because the Original 2005 version (both USA and others) needed a patch to work and the upgrade servers are no longer available, hence the need to install the patched version directly.

Sunset on the other hand is a modified version of Money Plus Deluxe (2008-USA only). Money Plus Deluxe required authentication from Microsoft and the authentication servers are no more. Therefore, there needed to be a version that did not require authentication for reinstallation. In addition, Money Plus Deluxe was programmed to stop automatically downloading quotes and transaction data two years after activation. The modified Sunset version never allowed for auto downloading.

That said, on the USA Sunset version hleofxquotes works exactly as it should. The new share prices (from Yahoo) are entered as Updates and no shares (or fractions thereof) are added with the import. Perhaps there is still some tweaking you (or hle) can do to fix this problem. Make a request on his site if you need his help.

Tuesday, July 23, 2013 4:28 PM
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I am a french user of Money 2004 (version 14.0.120.2107) on a Windows 7 laptop. Since the 1st july, the Stocks quotes are no more updated.

I am also uploading quotes as external data in Excel spreadsheets using request calling the moneycentral.msn.com server and this request is still working correctly and updating my quotes in Excel !!!

It means the quotes are still available but Money does not find them, when Excel does.

I have checked the HKey_Current_user\Software\Microsoft\Investor\StockQuotes\QuoteServerURL key which is the "invisapi.dll" on the data.moneycentral.msn.com server; This dll (probably just a rerouting ??) seems to be unavailable on the server. Is that the problem which prevent, since july 1st, Money to get the quotes ??

Would it be possible to modify the register QuoteServerURL key to send Money directly on an URL similar to the one Excel is using to continue getting my quotes from within Money ??

Thanks for any suggestions and sorry for my poor English ...

Tuesday, July 23, 2013 8:57 PM
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Hello !

I followed all the process described by Oceang with Money 2004 standard (french version). The only difference with him is that AX must be replaced by PA (as PAris).

The problem is that I cannot memorize the daily quotes' history if I cancel the entries "Add a share".

Thank you.
Jacquouille la Fripouiile

Tuesday, July 23, 2013 9:11 PM
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bobjbkln,

Apologies, You are right about the terminology. I had saved the original download under that name and that is why I used that terminology in my post. The correct name is Money2005-IntlEngl-QFE2.

I have looked hle's site after I posted this, and I am not the first person to notice this behaviour. In fact, the workaround of adding a small number (.001) shares, seems to have been developed by him to get around this very issue. So it appears that whoever built Sunset must have come across this and corrected the behaviour at the time.

One option I am considering is using 30 June, 2013 as a cut-off for Money 2003, and re-building as a new user would in the Sunset version to get stock updates to work seamlessly. At least the pain will be one-off and over time it will become a minor issue in terms of history anyway. I will also look at doing an account by account migration via QIF files to get my data across.

Thanks, Tim

Tuesday, July 23, 2013 10:23 PM
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Jacquouille,

I have also observed the behaviour you described and cant see a way around it currently, without doing a full migration to Sunset.

Have a look in this link at the posts from July 21 2013 onwards where other users also discuss this issue.

https://code.google.com/p/hle-ofx-quotes/wiki/UKUsers
Thanks, Tim

Tuesday, July 23, 2013 10:28 PM
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Hi Oceang,

Now I try your process in a copy of my true money.mny file where I've opened a dummy account.

But quote.ofx opens itself only in my true share account. I can't direct it to the dummy account. How can I do ? I thought that wilth a QIF file it could be possible. But I do not see how to get a quotes.qif file from hle-ofx-quotes ...

(Windows Standard 2004-French)

Thanks
Jacquouille la Fripouiile

Wednesday, July 24, 2013 2:04 PM
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Is the quotes.ofx file in euros? You can determine that by opening the file in a text editor such as Notepad. See what currency is referenced after the <CURRENCY> tags. I presume your true share account is in EUR and the dummy account is also. Is the dummy account set up as an Investment account? If not, I would make a new copy of your of your original Money file, and make the dummy account be an Investment account. I would hope that when you first import the quotes.ofx into that Money file, Money will ask which account the OFX file goes to.

Wednesday, July 24, 2013 2:32 PM

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Hi Cal Learner

Is the quotes.ofx file in euros ?

Yes

I presume your true share account is in EUR and the dummy account is also.

Yes

Is the dummy account set up as an Investment account?

Yes

I would hope that when you first import the quotes.ofx into that Money file, Money will ask which account the OFX file goes to.

The first time quotes.ofx was downloaded in my copy of true share account, Money did not ask anything.

So, I have just re-named my dummy in a-dummy account to be placed ahead the counts list.

Then I changed the name of my true share account. And this time, Money asked me where download quotes.ofx.

OK, that's right. Thanks a lot for your help. :-) ouuuffff !

Jacquouille la Fripouiile

Wednesday, July 24, 2013 5:23 PM
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For some mutual funds I still get the quotes, like FR:LU0173614495. So the servers can not be completely down.

Sunday, July 28, 2013 9:41 AM
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Money Sunset stopped stock updates in the UK last week. Trying to find a remedy. Has anyone any ideas. I can download and update qif files from banks but not share prices.

All my french mutual funds are updated daily. But no stocks, certainly because data servers are different.

Jacquouille la Fripouiile

Sunday, July 28, 2013 9:25 PM
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I notice in one of your posts above, that you have done all this on Sunset so that you didn't take the risk of losing years of data. That's what I wanted to do, but I've read on this forum that we can't download Sunset here in Aust. How did you manage to do it? I'm getting more and more confused as we go along.

Outstanding Issues:

1. Unfortunately, the price shows up in the "Price History" as a Buy", rather then "Online" or "Update", and also appears in the Investment Activities as "Add Shares". This is because this method is effectively the equivalent to buying .001 of a share each day at the current price.If you delete the transaction from the dummy account, the pricing history disappears as well.

2. Each time a new investment is acquired, I will need to remember to update the hleofxquotes input screen and mapper.csv, in addition to inputting the normal "Buy" transaction in Money.

Tim, Jacquouille et al,

Has anyone yet worked out a way around this "Buy" or "Add Share" problem please?

Friday, August 2, 2013 9:01 PM
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Tim, Jacquouille et al,
Has anyone yet worked out a way around this "Buy" or "Add Share" problem please?

Hi PC Troubles,

I do not believe we will get a solution for the International Version as it appears Money itself is the issue. The true Sunset version definitely resolves this issue, but the migration from any Australian / International version is painful and basically requires setting up again from scratch for all bills, reports, etc and migrating everything via .qif files.

I have tried migration of two of my accounts to Sunset via .qif and it is not worth the effort.

I have elected to stay on my original 2003 Standard version, use hleOfxquotes solution and put up with the extra clicks.

The biggest pain in the neck for me is that the Investment Activities screen for an individual investment is now being filled with unnecessary "Add Shares" lines, making it harder to easily see the real activities. All reports can be customised to exclude the dummy report, so they are OK.

Thanks, Tim
- Edited by Oceang Friday, August 2, 2013 10:19 PM Typos
Friday, August 2, 2013 10:19 PM
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The biggest pain in the neck for me is that the Investment Activities screen for an individual investment is now being filled with unnecessary "Add Shares" lines, making it harder to easily see the real activities.

I'm using Money 2005 UK and that was the main reason I do my updates manually, once a week.

I tried the hleOfxQuotes solution on a test file but noticed it immediately.

I very much appreciate the effort made to automate the price updates but I knew it would cause me long-term annoyance, hence doing

it manually. I have to update my pension holdings manually anyway, so it was just a bit (well quite a bit really) of added typing.

I get the prices automatically through Excel Web Query and then format it nicely into pounds and pence format, ready for manual input.

Saturday, August 3, 2013 10:02 AM
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I get the prices automatically through Excel Web Query and then format it nicely into pounds and pence format, ready for manual input.

How do you do this, can i have the instructions please !

Saturday, August 3, 2013 12:42 PM
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Tim, Jacquouille et al,
Has anyone yet worked out a way around this "Buy" or "Add Share" problem please?

Hi PC Troubles,

I do not believe we will get a solution for the International Version as it appears Money itself is the issue. The true Sunset version definitely resolves this issue, but the migration from any Australian / International version is painful and basically requires setting up again from scratch for all bills, reports, etc and migrating everything via .qif files.

I have tried migration of two of my accounts to Sunset via .qif and it is not worth the effort.

I have elected to stay on my original 2003 Standard version, use hleOfxquotes solution and put up with the extra clicks.

The biggest pain in the neck for me is that the Investment Activities screen for an individual investment is now being filled with unnecessary "Add Shares" lines, making it harder to easily see the real activities. All reports can be customised to exclude the dummy report, so they are OK.

Thanks, Tim

Many thanks Tim,

Your explicit post above clarifies a lot of things I've been struggling with and is much appreciated. For the moment I'm also staying with my existing Money 2005 programme, but I'm still wondering about Sunset. Did you install the Australian version of it, or another please?

www.microsoft.com/en-au/download/details.aspx?id=20838

Saturday, August 3, 2013 10:51 PM
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I'm also staying with my existing Money 2005 programme, but I'm still wondering about Sunset. Did you install the Australian version of it, or another please?
www.microsoft.com/en-au/download/details.aspx?id=20838

Hi PC Troubles,

I think your link contains a typo as I found it invalid. Also, I don't believe there is more than one version of Sunset, though I stand to be corrected as all of my information is based on my interpretation of the postings in this thread and my experimentation.

The corrected link is http://www.microsoft.com/en-au/download/details.aspx?id=20738 and that is the version I tried out.
Thanks, Tim

Sunday, August 4, 2013 1:18 AM
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The biggest pain in the neck for me is that the Investment Activities screen for an individual investment is now being filled with unnecessary "Add Shares" lines, making it harder to easily see the real activities. All reports can be customised to exclude the dummy report, so they are OK.

Further to the above, I have now customised a version of the Investment Activities Report and saved it in my favourites. It looks just like the Investment Activities Screen, except I need to go in and change the investment each time I run it, but at least I can get a nice view of the data still.

Also, I meant to say "dummy account" not "dummy report" in my previous post.
Thanks, Tim

Sunday, August 4, 2013 1:30 AM
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Oceang,

Hullo Tim. Thanks for the updates.

I got the link from one of HealthB's posts above, where he described it as the English-Australian version and when one goes to the Microsoft website, to download Sunset, they are asked if they want to go to the Australian site. So I wrongly assumed, that there must be two versions. Sorry, I should have checked it out first. But nevertheless, all of this is getting to the bottom of the situation and giving us all a much better idea of the problems and the possible alternatives available.

Sunday, August 4, 2013 2:51 AM
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4. Setup mapper.csv with a line entry for each of my 20 stocks. Example "CBA,CBA.AX,FALSE,FALSE".

Again, thanks to everyone who has helped in this discussion. The solution is nowhere near as good as what we had, but at least I dont have to type in 20 prices everyday.

Thanks, Tim

Hi Tim,

I've now downloaded, installed and entered all my holdings into the hleOfxQuotes programme. All prices are updating nicely, but I'm having trouble with creating the mapper.csv file. Frankly, I have very little experience with Excel and I'm no doubt doing something wrong. Would you be able to give me a step by step procedure please? I've looked at help and followed the instruction there, but I'm not getting the same result. Probably because I'm not formatting the Excel file correctly.

Many thanks.

Sunday, August 4, 2013 10:39 PM
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I'm having trouble with creating the mapper.csv file. Frankly, I have very little experience with Excel and I'm no doubt doing something wrong. Would you be able to give me a step by step procedure please?

Firstly, I did not use Excel

1. Down the sample mapper.csv from here http://code.google.com/p/hle-ofx-quotes/downloads/detail?name=mapper.csv&can=2&q=

2. Right click and select Open With... Notepad

3. Replace all of the sample lines with your own stocks, e.g CBA,CBA.AX,FALSE,FALSE

4. Leave the first line with the headings

5. Just hit <enter> at the end of each line.

6. When finished just save it and Notepad will retain the .csv format.

7. You can test this easily without money. You can repeat this as many times as you like

Just Start hleOfxquotes and 'Update Prices", then select the mapper tab in the bottom half, without selecting "Import to Money".

Thanks, Tim

Monday, August 5, 2013 1:23 AM
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Terrific! Too easy. Thanks a lot Oceang. I've now marked all your relevant posts as helpful, but that's an understatement.

Monday, August 5, 2013 2:32 AM
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I get the prices automatically through Excel Web Query and then format it nicely into pounds and pence format, ready for manual input.

How do you do this, can i have the instructions please !

These instructions are for Excel 2003. I would expect it to be slightly different for 2007 later when using the ribbon.

Data -> Import External Data -> New Web Query

This will create a browser window where you can go to any URL containing price data. Once there you can select which fields you

wish to include in the Query. Then save it in the spreadsheet.

I'm actually in the process of moving away from dynamic web queries because they are prone to breaking if the Web site

changes the location of data on the page. As I said above, you select which fields you wish to include in the Query. These

fields are taken from HTML tables. Therefore, if the format of the HTML changes your query breaks.

I've now got a new mechanism whereby I just download a CSV from an investment site with the price data I need.

This is refreshed in one sheet of my workbook and in another I format all the price data and fund names ready to display

so I can easily go through the list and enter the prices into Money manually.

I only need price points one a week, so the manual process is not too time consuming.

Monday, August 5, 2013 8:26 AM
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Hi, I'm using Money 2005 (windows 7) in the UK and trying to continue with updating my stock prices, mainly quoted from the London Stock Exchange. Well I've set up a portfolio on FT.com and can import these prices successfully into the hle-ofx-quotes that I've downloaded. As I use Ft.com for my quote source I do not hit the 'update prices' button, but a button saying 'import a CSV file' under the FT.com tab. I've also set up a Mapper file (in the same working directory) and populated it with the same stocks I'm downloading from FT.com. Two problems: 1. Whatever I've tried the Mapper File won't load 2. When, in any case without Mapper, I hit the 'import into MSMoney' button, for some strange reason my MoneyDance program ( which I'm evaluating as a alternative to MM) opens and asks me to choose an account! Can anyone help with these problems please. Regards, Bob

Monday, August 5, 2013 4:09 PM
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On 1), Take a look at http://code.google.com/p/hle-ofx-quotes/wiki/mapperDotCsv

In particular, a pointer to a sample mapper.csv file and section 'If it does not appear to work, one quick check'

On 2), you will need to decide which programs (MoneyDance or MM) to handle when you double-click the *.ofx file.

. If you want to let MoneyDance to handle when you double-click the *.ofx file. Then in hleofxquots, select to save the generated *.ofx file. Then in MM, use Import to import the generated *.ofx

. If you wan to re-set the *.ofx association, see http://money.mvps.org/faq/article/178.aspx

Monday, August 5, 2013 6:51 PM
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Hi, thanks for all the help.

The Mapper issue is solved (I renamed Mapper(1) to Mapper in the working directory)

However I'm having difficulty associating ofx files with MSM in the way described in http://money.mvps.org/faq/article/178.aspx

After going to Folder options in Windows Explorer (Windows 7), I could not find the File Types menu button. I did eventually manage to associate OFX files with MSM by another route, however I could not then see how to carry out the 'Advanced' part of the instructions in http://money.mvps.org/faq/article/178.aspx. I tried to load the OFX file into MSM anyway, but when MSM was open I just got the message 'Money is already running', and when I tried to load into MSM with the program closed I got a very long message basically saying that the file I was trying to load 'is corrupted or is not a Money data file. Make sure you opening a file with an MNY extension. If you have chosen the correct file and it could not be accessed, you will need to open your most recent backup file to access your data'. In neither case were the stock prices updated.

I also tried saving the OFX file and then importing it into MSM via 'import'. However the only import options I have are: 'Download Statements', 'Recover Accounts' and Import INV file'. None worked with the saved OFX file.

I'm very grateful for your help in the previous message and would be grateful for some further help on this last issue.

Regards, Bob

Tuesday, August 6, 2013 3:43 PM
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I also tried saving the OFX file and then importing it into MSM via 'import'. However the only import options I have are: 'Download Statements', 'Recover Accounts' and Import INV file'. None worked with the saved OFX file.

You want Download Statement. What error message do you get when you browse to your OFX file and try to open it when downloading a statement?

If you decide to go with Microsoft Money, reinstalling would be an easy way to get the OFX file type to feed to Money. However that would cause MoneyDance to no longer be associated with the extension.

Tuesday, August 6, 2013 4:01 PM

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Money 2000 English International version 8.0.14.1015 still pulls down UK share prices as at 2013-06-22

Teabag 2

As at 2013-08-06 this version of MS Money does still pull down UK fund prices correctly but the share price and index information is stale, FTSE (London) 6307.*** (noise on the decimal digits). All Ordinaries (Sydney) and Hang Seng (Hong Kong) do not download anything.

The 'Call Summary' pop-up window shows that the request for 'Online Quotes and Exchange Rates' was completed successfully?

My sense is that the servers are still alive but some of them are not being fed with current (delayed 20 minutes) information.

Teabag 2

Tuesday, August 6, 2013 4:53 PM
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If Teabag 2 is right. Then surely, we could be re-connected, if there was only a mind to do so.

Tuesday, August 6, 2013 8:57 PM
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He is right, the servers are still alive.

It appears that they are stuck on data from 1st July for most stocks, although some fund prices are still updating.

To prove it try this;

1. Find a stock in your portfolio that is no longer updating, for example Apple which has the ticker in money of US:AAPL

2. Click on:- Update Prices / Update prices manually to open the dialog box showing the recent daily prices

3. Scroll down to 1st July 2013, you will see a price of $407.97 with "online" in the source column, this shows you the last downloaded price.

4. Overtype this price by selecting 01/07/2013 and for Apple typing in $409.22, this was the correct closing price for Apple on 01/07/2013

5. Now exit the dialog box by clicking close in the bottom right corner

6. Click on the Portfolio symbol or whatever you used to do to automatically update stock prices.

7. Repeat step 2 and you will see that it has again downloaded (for Apple $407.97) a price for 1st July 2013

This proves that whatever process is used by Microsoft Money version xxx is still able to get prices, presumably using invisapi.dll and or shstock.asp, which according to opinion here sit at Microsofts end rather than being buried within your PC's Microsoft Money program folders or registry.

The problem it would seem, is that wherever this draws data from is not being fully and properly updated, some funds are still updating but most stocks are not.

From discussions here and elsewhere I conclude that when they changed the data sources for their online web based MS Money, they didn't change invisapi.dll and or shstock.asp or wherever they get their info from.

Presumably when this happened last year somebody at Microsoft did eventually modify invisapi.dll and or shstock.asp or wherever they get their info from!

Wednesday, August 7, 2013 2:55 PM
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Now using MSMoney Sunset edition (its a long story), which works fine with my MSMoney UK edition 2005 data set, except I get the following error message at start up 'a file needed to run the planner is either missing or corrupted. To resolve this problem, reinstall Money and then reopen your Money file' . I attempted the second instruction several times but no difference. But after Oking this error message my Money file seems fine.

Anyway I did succeed in importing three stock quotes, but I couldn't repeat the procedure. Further attempts resulted in the import quotes dialogue no longer asking me which investment account to use, and after import I get a succession of different messages saying (sorry this forum will not accept my clips) 'This investment is already in my investment portfolio with a different name' and then asking me to select the different name from a drop down list which often doesn't include the stock referred to although it will be in my portfolio.

Any suggestions please?

By the way whilst I was fiddling around I mistakenly added a mutual fund to my portfolio (one of the Aberdeen Asset Managers funds) and surprisingly this price was automatically updated with today's value . But generally I don't own any funds.

Wednesday, August 7, 2013 4:30 PM
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Now using MSMoney Sunset edition (its a long story), which works fine with my MSMoney UK edition 2005 data set, except I get the following error message at start up 'a file needed to run the planner is either missing or corrupted. To resolve this problem, reinstall Money and then reopen your Money file' . I attempted the second instruction several times but no difference. But after Oking this error message my Money file seems fine.

Anyway I did succeed in importing three stock quotes, but I couldn't repeat the procedure. Further attempts resulted in the import quotes dialogue no longer asking me which investment account to use, and after import I get a succession of different messages saying (sorry this forum will not accept my clips) 'This investment is already in my investment portfolio with a different name' and then asking me to select the different name from a drop down list which often doesn't include the stock referred to although it will be in my portfolio.

Any suggestions please?

By the way whilst I was fiddling around I mistakenly added a mutual fund to my portfolio (one of the Aberdeen Asset Managers funds) and surprisingly this price was automatically updated with today's value . But generally I don't own any funds.

See http://money.mvps.org/faq/article/20.aspx

I expect to "split" your question onto a different thread, since it is not related to quotes. I am leaving it here for now, since this is where you expect to find any responses.

Wednesday, August 7, 2013 4:38 PM

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Ah, some quotes are updating, but in a different portfolio and with the pence quoted in pounds (i.e. 100 times bigger than the actual price). This must be changeable in the settings in the uploader program. Any suggestions much appreciated, Bob

Wednesday, August 7, 2013 4:49 PM
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Sorry its a bit confusing. My main problem is still the quotes downloading, both with respect of

1. how to associate the import with correct account

and

2. how to avoid the program assuming that downloaded quotes in British pence, are quoted in pounds, so appearing 100 times greater than they should be.

I hope this clarifies my two outstanding issues.

Thanks,

Bob

Thursday, August 8, 2013 7:40 AM
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Now I can upload quotes into MSMoney, and have managed to get the quotes into the correct denomination (pence instead of Pounds), I've created a dummy portfolio with exactly the same securities in that I'm trying to import. Some securities import and update OK, many I have to search for and select from a drop down list, and then am asked whether I want to change the symbol for the security on the list to that of throne that is imported. For example, do I want to change the symbol GB:AFR to the symbol AFR:LSE (the symbol used by FT.com), to which he answer I guess is 'yes' because the programme appears then to change the symbol used to GB:AFR:LSE which still works. Other imports don't appear in the drop down list, although they are in my dummy investment account, and I'm asked whether I want to add this import as a new stock. If I say yes, for example my portfolio contains a stock called Halma, but another stock is added called Halma plc, and this latter stock is updated with the new price. I've tried renaming my stock to that of newly added stock (eg Halma to Halma plc), but can't because I'm warned that I already own a stock with that name. Is it possible to combine nvestments in MSMoney? This would solve the problem. Or any other suggestions . Thanks, Bob

Thursday, August 8, 2013 5:42 PM

This is from the US Money Sunset help file:

You can combine two or more investments into one investment. This allows you to combine different investments that actually belong together, but appear under different names in Money.

To combine investments, follow these steps:

On the Navigation bar, click Investing, click Investing Tools, and then click Portfolio Manager.
On the Account Summary page for a group of investments, right-click the investment that you want to combine into another investment.
Click Investment Details.
Click Combine with, select the investment that you want to combine the current investment into, and then click OK.
Click Yes, and then click Done.

Repeat these steps for each investment you want to combine into the same investment.

Bill Becker

Thursday, August 8, 2013 7:55 PM

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Bill, thanks for that. I thought there was some way of doing it but couldn't find it. I'm still having problems with the import. The problems appear to relate to several stocks which are erroneoulsy classified as mutual funds. This was made necessary when imported all my data Quicken several years ago. Too difficult to change now (too many transactions). I've tried calling these stocks mutual funds in Mapper (designated 'TRUE'), but still doesn't work. I creeping towards a solution to importing, but at the moment I don't know what to try next.

Bob Allen

Friday, August 9, 2013 7:26 AM
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I've adjusted Mapper so that the stocks designated Mutual Funds in my MSMoney account are perceived as Mutual Funds for import. THis seems to work with most of my holdings, but eight of them are still imported as stocks although I have set mutual funds to TRUE in Mapper for these. This doesn't make sense.

Bob Allen

Friday, August 9, 2013 7:57 AM
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I think I've done it! I had mistakenly used a point for a colon in Mapper (i.e. BLT.LSE rather than BLT:LSE). Everything now seems fine thanks for all the help.

Bob Allen

Friday, August 9, 2013 8:43 AM
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Hello All

I have used MS Money since 1999 and still have data from 2006. Despite the plug being pulled I was happy to use this excellent tool even though in the UK Direct Bank downloads (background banking) ceased in 2009 here in the UK. I have looked for other software and none have come close. However when Share price updates ceased on 1 July 2013 I was mortified. One didn't have to even click a mouse it just updated. I have tried adjusting the registry with other sources that's a no goer. The odd thing is if you delete the price say for Tesco PLC for July 1st. The program automatically re renters the price for that date. So there really cannot be much wrong. Also my UK Unit Trust price updates perfectly as normal.

Could Microsoft perform a tweak at their end perhaps. whatever we do to the registry is not the issue its the DLL file that performs the update which needs updating. Surely not beyond someone giving the system a tweak. Therefore to say the servers are offline is wrong otherwise my unit trust wold not update either.

As Microsoft have no interest in this program any more why don't they make the source code available under GNU so that it can be enhanced updated regularly and still usable? We could end up with I phone and android capability. Such a shame to let this software languish and die.

Wednesday, August 21, 2013 11:14 AM
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Hello All

I have used MS Money since 1999 and still have data from 2006. Despite the plug being pulled I was happy to use this excellent tool even though in the UK Direct Bank downloads (background banking) ceased in 2009 here in the UK. I have looked for other software and none have come close. However when Share price updates ceased on 1 July 2013 I was mortified. One didn't have to even click a mouse it just updated. I have tried adjusting the registry with other sources that's a no goer. The odd thing is if you delete the price say for Tesco PLC for July 1st. The program automatically re renters the price for that date. So there really cannot be much wrong. Also my UK Unit Trust price updates perfectly as normal.

Could Microsoft perform a tweak at their end perhaps. whatever we do to the registry is not the issue its the DLL file that performs the update which needs updating. Surely not beyond someone giving the system a tweak. Therefore to say the servers are offline is wrong otherwise my unit trust wold not update either.

As Microsoft have no interest in this program any more why don't they make the source code available under GNU so that it can be enhanced updated regularly and still usable? We could end up with I phone and android capability. Such a shame to let this software languish and die.

Agree fully, but I wonder whether anybody from Microsoft even reads these threads and is interested? I think it is a change that has been made by Microsoft for MS Money that has caused Mocrosoft Money to stop getting updated prices since July 1st. If we could only find somebody within Microsoft to make a similar change for Microsoft Money!!!!!! If anybody from Microsoft does read this, please help!!!!!!

Wednesday, August 21, 2013 11:28 AM
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Agree fully, but I wonder whether anybody from Microsoft even reads these threads and is interested? I think it is a change that has been made by Microsoft for MS Money that has caused Mocrosoft Money to stop getting updated prices since July 1st. If we could only find somebody within Microsoft to make a similar change for Microsoft Money!!!!!! If anybody from Microsoft does read this, please help!!!!!!
Microsoft's employees are not paid anymore to update Money. You can wait for un long time. :-(
Jacquouille la Fripouiile

Wednesday, August 21, 2013 12:46 PM
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I'd be willing to pay a licence or subscription fee (providing it's reasonable) to have the facility restored and I'm sure, worldwide, there'd be many others also prepared to pay for the convenience of not having to update manually. So I think it could well be profitable for Microsoft, but I wonder why they don't listen to us.

Wednesday, August 21, 2013 10:41 PM
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Hello !

Since this friday morning, it's impossible in France to update the mutual funds values which continued to be down loaded ...

It seems that the Money's server do not walk anymore.

Have you the same problem ?

Thanks
Jacquouille la Fripouiile

Friday, August 23, 2013 5:53 PM
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Hi Jacquoille,

Sorry, I cant help you.

I have been relying only on hleOfxQuotes since we swapped over. I now have it running smoothly with just a few extra clicks, but would still prefer Microsoft re-hooked this up. I expect it may be a question of ongoing fees to the quote provider, rather than the effort involved that i stopping them.

I have just completed my Australian 2012/13 tax return and yet again been reminded of the power and flexibility of the reporting available in Money.
Thanks, Tim

Friday, August 23, 2013 9:16 PM
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Yes, last update for funds in UK was on the 22nd. Now the update just sits there for ages and then gives up. Last update for shares was 1 July.

It's very frustrating because investing.money.msn.com has all the prices for funds and shares. It just needs someone at Microsoft to update the dll! PLEEEAAAASE!!!

Saturday, August 24, 2013 9:27 AM
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Yes, last update for funds in UK was on the 22nd. Now the update just sits there for ages and then gives up. Last update for shares was 1 July.

It's very frustrating because investing.money.msn.com has all the prices for funds and shares. It just needs someone at Microsoft to update the dll! PLEEEAAAASE!!!

http://cjoint.com/13au/CHxxJMt7l2i_money_connexion.jpg

No more connexion. Money's server is closed. MS has killed Money definitively. :(
Jacquouille la Fripouiile

Saturday, August 24, 2013 9:47 AM
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It's strange. Although my registry entries for QuoteServerURL are set to http colon slash slash data.moneycentral.msn.com/Scripts/invisapi.dll, traffic capture shows:

GET /404cust.htm?404;http://uk.moneycentral.msn.com/money/2004/stories.asp HTTP/1.1

Accept: */*

User-Agent: SURFINET

Cookie: _HOP=I=1&TS=1377347514

Connection: Keep-Alive

Cache-Control: no-cache

Host: uk.moneycentral.msn.com

Saturday, August 24, 2013 12:46 PM
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i am a desesperate wife no cotations since the 17 august 14 years lost thank you microsoft!!
NSF

Saturday, August 24, 2013 5:10 PM
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Totally agree. Its criminal that Microsoft can kill this software. They should make it freely available for development under GNU. If they are not going to make any money out of it or develop it then they have nothing to lose. User would have everything to gain.

Saturday, August 24, 2013 8:45 PM
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Could this be tweaked by anyone to sort the problem??

Saturday, August 24, 2013 8:47 PM
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Microsoft pulled money when they failed to acquire Intuit..the company who issue Quicken. Its a pity they didn't as we may still have MS Money going.

I have tried since the start of 2012 to find a replacement ,supported well in the UK but nothing really comes close. I think I may end up going over to a Mac eventually and migrating to I-bank. Quicken (Intuit) are quite rude to Uk users enquiring if they are going to issue and support a UK version once more. The take is that the UK is so poor they will lose money. Actually London is the biggest fiancé centre in Europe. As for Quicken in the US their Facebook page is full of complaints about poor support and call centres routing to India. Therefore there is NOTHING for us.. So I will continue to use this good piece of kit ..MS Money until someone takes it on and modernises and supports.it...If only!!

Saturday, August 24, 2013 8:53 PM
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Could this be tweaked by anyone to sort the problem??

No. Some people have not given up hope, but they will have to move to acceptance and beyond. We all miss getting the quotes and more.

To get quotes into Microsoft Money, you can enter quotes by hand, use hleOFXquotes, or use PocketSense.

I use PocketSense. I am in the US, and PocketSense can download not only quotes, but it can download OFX statements for my credit card and broker. I use a batch file to automate things some.

hleOFXquotes seems to download quotes well for UK, and Australia and other places well. It does not do the OFX.

Saturday, August 24, 2013 9:13 PM

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Not well-advertised but hleofxquotes does do ofx statements. I use it every day

https://code.google.com/p/hle-ofx-quotes/wiki/Download_Statements_Tips

Saturday, August 24, 2013 10:53 PM
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I am using Money 2002 Personal and Business in the UK, and unlike most of the reports here of failure to get online prices update after July 1st, I was regularly getting updates until August 20th when I went on Holiday. Alas on return from holiday online prices updates are no longer working.

Does anyone have contact with a Microsoft evangelist to request that Microsoft try to get this facility working again?

Tuesday, September 24, 2013 5:29 PM
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Microsoft has discontinued all support for Money. You can look some at the previous postings in this thread for examples of unsuccessful pleas to Microsoft.

You will also find alternative ways to get quotes now that the Microsoft online function is gone.
Bill Becker

Tuesday, September 24, 2013 8:42 PM
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I am using Money 2002 Personal and Business in the UK, and unlike most of the reports here of failure to get online prices update after July 1st, I was regularly getting updates until August 20th when I went on Holiday. Alas on return from holiday online prices updates are no longer working.

Does anyone have contact with a Microsoft evangelist to request that Microsoft try to get this facility working again?

You had a piece of chance to keep Money updating till August 20th. In France, since July 1rst, we don't get anything.

For me, I use hle-Ofx-Quotes for the stocks.
Jacquouille la Fripouiile

Tuesday, September 24, 2013 8:53 PM
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I am using Money 2002 Personal and Business in the UK, and unlike most of the reports here of failure to get online prices update after July 1st, I was regularly getting updates until August 20th when I went on Holiday. Alas on return from holiday online prices updates are no longer working.

Does anyone have contact with a Microsoft evangelist to request that Microsoft try to get this facility working again?

You had a piece of chance to keep Money updating till August 20th. In France, since July 1rst, we don't get anything.

For me, I use hle-Ofx-Quotes for the stocks.

Jacquouille la Fripouiile

Bonsoir Jacquouille, I am still looking for a solution to update stock quotes. I am using money 2004 v12.0 French. Did you succed to interface hle-ofx-quotes with Money? i have not founded any french forum so describing a positive iissue. Thanks for your feedback.
- Edited by Papilou Friday, October 11, 2013 9:19 PM
Friday, October 11, 2013 9:19 PM
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Bonsoir Jacquouille, I am still looking for a solution to update stock quotes. I am using money 2004 v12.0 French. Did you succed to interface hle-ofx-quotes with Money? i have not founded any french forum so describing a positive iissue. Thanks for your feedback.

Yes, hle-ofx-quotes works well with Money 2004, but only with stocks. Use Yahoo, enter mnemos followed by .PA : for exemple TOTAL's mnemo becomes FP.PA .

In august and september '13, we talked about it in ponx.fr newsgroups.

Unhappynessly, it does not work with mutual funds.

Courage, il faut tripatouiller un peu avant d'y arriver et surtout travaille sur une copie de ton fichier *.mny .

Bye

Jacquouille la Fripouiile

Saturday, October 12, 2013 9:28 AM
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I use AutoHotkey to update quote. It can duplicate what one does manually to update quotes.

Couldn't get HleQuotes to work on my 2001 version of money.

Ken

Tuesday, October 22, 2013 3:18 PM
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I use AutoHotkey to update quote. It can duplicate what one does manually to update quotes.

Couldn't get HleQuotes to work on my 2001 version of money.

Ken

Can you elaborate ?

Tuesday, October 22, 2013 3:31 PM
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After opening money and navigating to Update Prices Manual dialog screen I press Control+Alt+s which starts AutoHotKey. At the present time am updating 23 different stock prices.

Am using a database to create script.

Below is sample of my AuroHotKey script.

First line represents Control+Alt+s
Second line sends letter A then letter D which is first stock to update
Third line sends Tab
Forth line sends Tab
Fifth line sends price
Six line sends one second delay
Sevent line sends Tab
Eight line sends enter
Ninthline is another one seclond delay (Delays are so one can watch) they can be removed

Then repeats for next stock and so on.

^!s::
send AD
send {tab}
send {tab}
send 33.410
sleep, 1000
send {tab}
send {enter}
sleep, 1000

send ADDDD
send {tab}
send {tab}
send 9.440
sleep, 1000
send {tab}
send {enter}
sleep, 1000

send AIII
send {tab}
send {tab}
send 105.350
sleep, 1000
send {tab}
send {enter}
sleep, 1000

send AIIII
send {tab}
send {tab}
send 84.480
sleep, 1000
send {tab}
send {enter}
sleep, 1000

send AIIIII
send {tab}
send {tab}
send 93.500
sleep, 1000
send {tab}
send {enter}
sleep, 1000

Tuesday, October 22, 2013 5:07 PM
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This looks interesting.

I'm not familiar with AutoHotKey but have just downloaded it for a play. My initial experiments aren't that encouraging and I suspect an error on my part.

To clarify, if you have a stock called "Ford", does the second line of your script read

send Ford

If so I'm unable to get this to work with my sample script.

Thursday, October 24, 2013 5:39 PM
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Money version 2001 edition

The script is nothing more than a duplication of what I would do to enter a stock price manually.

Lets say I have three stocks that start with the letter F

Fairpoint Communications
Federal Express
Ford

With manual update dialog screen displayed the first time F key is pushed Fairpoint Communications displays, push F key again then Federal Express displays, push F key again then Ford displays.

So my AutoHotKey script for FORD would be;

enter AFFF
send {tab}
send {tab}
send 17.60
sleep,
1000
send {tab}
send {enter}

sleep, 1000

Notice the first letter is a stock different then F.

Saturday, October 26, 2013 4:54 PM
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Thanks for the clarification - makes perfect sense.

Unfortunately however, my version of Money (Version 12 - UK) doesn't seem to accept the input from the script. I have the "Update" window in focus, call the script, but it doesn't move the stock display forward.

I've checked the script by running it when a Word document is in focus and it works fine.

Probably a difference in Money versions :-(

Saturday, October 26, 2013 5:28 PM
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Interesting.

As you noticed AutoHotKey is sending keystrokes, if you can do the keystrokes manually, it should work.

Saturday, October 26, 2013 7:42 PM
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Hello

Tks for these details about AutoHotKey : it works well !

I see how to create such script. Now, my question is : how is it possible to catch easily the cotation for a given stock ? Is it possible for example to write an excel with all the queries and to get it updated just by pressing a button ?

tks in advance

Yan-Jo

Wednesday, February 19, 2014 7:46 AM
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Yes you can do that easily in Excel.

Just use the Import External Data option -> New Web Query.

You should be aware that Excel takes the data from its relative position

within an HTML table. Therefore, if the table layout is altered you pick up

the wrong data.

For this reason I stopped using this method and now download the data

in csv. These csv files are then refreshed within my spreadsheet.

Excel is ideal for this as it can read in the csv and format all the price

data correctly (I have some holdings where the price is quoted in UK

pounds rather than UK pence).

Thursday, February 20, 2014 2:47 PM
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You didn't happen to find out what that new URL is? I still can't access quotes since 1 Jul 2013. I'm running Microsoft Money Version 14.0.120.1105

Saturday, February 22, 2014 9:37 AM
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After opening money and navigating to Update Prices Manual dialog screen I press Control+Alt+s which starts AutoHotKey. At the present time am updating 23 different stock prices.

Am using a database to create script.

Below is sample of my AuroHotKey script.

First line represents Control+Alt+s
Second line sends letter A then letter D which is first stock to update
Third line sends Tab
Forth line sends Tab
Fifth line sends price
Six line sends one second delay
Sevent line sends Tab
Eight line sends enter
Ninthline is another one seclond delay (Delays are so one can watch) they can be removed

Then repeats for next stock and so on.

^!s::
send AD
send {tab}
send {tab}
send 33.410
sleep, 1000
send {tab}
send {enter}
sleep, 1000

send ADDDD
send {tab}
send {tab}
send 9.440
sleep, 1000
send {tab}
send {enter}
sleep, 1000

send AIII
send {tab}
send {tab}
send 105.350
sleep, 1000
send {tab}
send {enter}
sleep, 1000

send AIIII
send {tab}
send {tab}
send 84.480
sleep, 1000
send {tab}
send {enter}
sleep, 1000

send AIIIII
send {tab}
send {tab}
send 93.500
sleep, 1000
send {tab}
send {enter}
sleep, 1000

Many thanks for posting this. Works great, and for me is a lot less cumbersome than using the java app (which I've been using since the online updates stopped working).

Wednesday, March 5, 2014 9:28 AM
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Hello everyone!

Sorry I'm late to the "no quotes" party, but I happen to know a software developer who worked on the Microsoft Money team. I talked to this person the other day and he said it would likely be possible to build an application that could update quotes in your money file using a different online quote service. He said it would be a good amount of work since the money code is so old and he's forgotten many of the details, but certainly feasible.

I left it at that. But I wanted to gauge the interest of this community in having this guy build such an application? I don't think this guy would do it for free as he's very busy, and it sounds like it would take quite a bit of effort.

Any interest? And if so, thoughts on funding such an effort?

Thursday, March 6, 2014 9:42 PM
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Kickstarter?

Thursday, March 6, 2014 10:07 PM
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I'd certainly be interested in 'contributing' - but all depends on how much.

Friday, March 7, 2014 8:47 AM
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I've been trying to automate the autohotkey method as much as possible, and have posted details at http://www.desiredtrack.com/financial/update-msmoney/

Saturday, March 22, 2014 5:26 AM
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Hi, I'm the software developer Chloe was referring to in an earlier post. I have built a program that can seamlessly update quotes in your Money files. I'm in need of some beta testing to see how well it works.

Please go to my website and register to try out my MSMoneyQuotesTrial.exe program.

I can't post links, so you'll have to copy/paste this URL into your web browser: http://gaiersoftware.com/Money

Friday, April 11, 2014 8:31 PM
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Registered on your website but unfortunately my Symantec Endpoint Protection keeps deleting the file before i can use it

Friday, April 11, 2014 9:50 PM
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Email to support. Wont install. Says not valid Win32 application

Money 06

Win XP

Friday, April 11, 2014 10:15 PM
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Perhaps, it works only on windows 7 and 8 ???
Jacquouille la Fripouiile

Saturday, April 12, 2014 5:39 PM
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Registered on your website but unfortunately my Symantec Endpoint Protection keeps deleting the file before i can use it

Got it out of quarntine

and when i run it on Win 7 Home 64 bit it errors as follows;

Saturday, April 12, 2014 5:46 PM
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I had the same result (Win 7 64bit, Money 2005 UK). Reported to Dan by email.
- Edited by Clacksman Saturday, April 12, 2014 10:07 PM
Saturday, April 12, 2014 10:05 PM
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Hi

I registered and downloaded the file on Windows 7 x64 version.

When I ran the file a Dos type window opened, with the message;

"Please enter your Money password"

When I enter the relevant password, I get the following message;

“Unable to open and read file. The file is password protected. The password is invalid. Please try a different password. Press any key……”

When I press a key the Dos type window just quits?

Does my Money File need to be in a specific folder location, mine is in a “drop box” synchronised folder?

Does my Money File need to be named something specific and generic, mine is a filename chosen by me?

Sunday, April 13, 2014 5:52 PM
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this seems to work as intended. Updates stocks, can't tell with mutual funds yet. I notice that the updates happen regardless of whether money is open or not.
Wish it was a one click process and that you didn't need to enter a password, which makes me uncomfortable.
- Edited by Cruisinfanatic Monday, April 14, 2014 4:41 PM
Monday, April 14, 2014 1:55 PM
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Thanks everyone for your feedback.

As a result of your feedback, I've made a number of updates to my program since my original post. I've communicated directly with many of you to work through some bugs/issues. Thank you to all of those who have tested/helped.

So far I have received confirmation that my program seems to work when running on Windows XP/7/8, and for Money versions 2005 and higher.

A couple notes:

* My program does NOT support opening files if they are protected by a Windows Live (Passport). You need to remove your Passport protection in this case. My program does, however, support opening files protected by a "Money Password". If your file is "Money Password" protected, then you'll be prompted to enter the password when my program runs. If you don't want to be prompted for the password, then run my program with the "-p" option to pass the password into the program automatically. For example: MSMoneyQuotesTrial.exe -p mypassword123

* Yes, it can be a one click process. Either remove your password protection from your Money file. Or modify your shortcut to use the "-p" option above and put the password right in the shortcut's target field. Assuming you've created a shortcut to my program and put that shortcut on your Desktop, here's how you would add the -p option.

Right-click on your Desktop shortcut and select "Properties"
Go to the "Shortcut" tab (you'll probably already be on this tab by default)
Find the "Target" input field. It should be something like "C:\MSMoneyQuotesTrial.exe" (the path will depend on where you saved my program)
Edit the "Target input field to look something like "C:\MSMoneyQuotesTrial.exe" -p YourMoneyPassword (replace with your actual password. The quotes are necessary if the file path has spaces)
Click "OK"
Now when you double-click the shortcut, it will automatically use the Money Password and run without prompting you.

* My program uses the MSN Money website to get quote data. If a symbol doesn't work on MSN Money, then it won't work in my program.

* I'm still working on issues to try to get my program to work for older versions of Money such as Money 99.

* My program will work with or without Money running.

* My program is currently in Beta and is locked down to 30 runs. This is to prevent these test programs from getting out into the wild for widespread consumption.

* The MSN Money web service I use is not for public use, so I am not at liberty to share it.
- Edited by Dan Gaier Tuesday, April 15, 2014 1:06 AM
Monday, April 14, 2014 5:19 PM
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thanks for the help with this. Not sure how to change "target field" to shortcut adding -p mypassword123

Monday, April 14, 2014 5:59 PM
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Downloaded the updated file again and can confirm it works.

1 Is it possible to increase the count from 30 ?

2 Get the url for the msn money website you pull the prices from ?

Waqar

Monday, April 14, 2014 7:15 PM
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Hi Dan

Just to confirm that after removing the "Microsoft.NET Passport" I had been using and changing to a regular money password the program seems to run fine!

Some observations;

I did notice that when I ran it at about 16.55 UK time, it didn't seem to be picking up the closing prices for my UK stocks.

UK markets close at 16.30, after which there is a (usually) 5 minute auction, which then determines the closing price.

I just ran it again 22.50 and it seemed to have now picked up the closing prices for both the the UK and US stocks in my portfolio, presumably the data has a lag?

I would be interested to know where the data comes from and what the time lag is, so I know when best to run it?

Is there any way that you could also configure the program to pick up exchange rates for the most common currencies as well, I seem to recall MS Money being able to do that?

All in all very impressed with your work so far, keep up the good work!
- Edited by Dobtastic Monday, April 14, 2014 10:00 PM
Monday, April 14, 2014 10:00 PM
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Dan's exe file is working for me too. Unfortunately his quotes source is the MSN.Money website and I have found that some of my mutual funds do not update. For example Jupiter China Acc was last updated on MSN.Money in May last year!

Otherwise a brilliant solution to our problem.

Monday, April 14, 2014 10:18 PM
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Should have mentioned as well, that I have managed to run it on my Macbook! Before anyone gets too excited, it was using parallels to run a Windows 7 virtual machine with MS Money loaded onto it. It does though, prove that it can be done! I keep my Money file and now Dan's .exe file in a Dropbox folder, which synchronises via the cloud to my desktop pc and Macbook.
- Edited by Dobtastic Monday, April 14, 2014 10:32 PM
Monday, April 14, 2014 10:28 PM
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Hi Dan,

Works perfectly here (Money version 14.0.120.2107). Waiting for the final version. Many thanks for your time and effort.

Friday, April 18, 2014 11:12 PM
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I'd agree with the other posters - works very well on my limited testing.

My test has been on the Sunset edition running with UK stocks (build 17.0.120.3817). It's pretty seemless - I didn't think it was doing anything to start with.

Quotes are put in without resorting to dummy data (like when using the qleOfxQuotes program), and as it doesn't require any additional software or require you to manipulate CSV/OFX files, it's a far superior solution.

Only niggle is that Windows 8 doesn't seem to like the download and I did have to approve it twice to be able to be run on my machine.

Glyn Simpson

Sunday, April 20, 2014 11:30 AM

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I still keep getting this error on my Win 7 machine running Money 2004 (v12).

I tried on another machine with Money 2005 (v14) and that worked fine, but I didn't like the v14 program and want to stick with v12.

Any suggestions how to get the program to work?

The mny file has no password.

Sunday, April 20, 2014 2:44 PM
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Same here.

Money version 12, Windows 7 (32 bit) but I just get the error message

Microsoft Money Online Quotes

Copyright (C) Gaier Software, 2014. All rights reserved.

Unable to open and read file.
Money not installed or unable to determine install directory.

Press any key...

Monday, April 21, 2014 12:52 PM
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I still keep getting this error on my Win 7 machine running Money 2004 (v12).

I tried on another machine with Money 2005 (v14) and that worked fine, but I didn't like the v14 program and want to stick with v12.

Any suggestions how to get the program to work?

The mny file has no password.

Is that Money 2004 UK version that you are having the problem with?

Monday, April 21, 2014 1:59 PM

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The program currently does not work for Money 2004 and prior. I'm looking into it. Stay tuned.

Tuesday, April 22, 2014 5:59 PM
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After much investigation, it turns out I will be unable to support Money 2004 and older. My program will require Money 2005 or newer to work.

Wednesday, April 23, 2014 1:36 PM
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Dan
Thank you for your continued efforts

1 Is it possible to increase the count from 30 ?

2 Get the url for the msn money website you pull the prices from so I can match up the sedol codes ?

Waqar

Wednesday, April 23, 2014 1:39 PM
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Hi Dan I understand that you can download the later free sunset version, which switched off downloads prior to them being stopped. Not an issue for me as I run Money 2005, but does your program allow stock updates if people were to update to the sunset version of MS Money. Would this be a solution for people with older versions? Any joy on adding exchange rate updates?

Wednesday, April 23, 2014 1:45 PM
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Depending on how much longer I Beta test this, I may release a version that allows for additional test runs (increase the count from 30 to say 60).

I cannot share the MSN Money quote service I use. However, this service does not return SEDOL info so I don't think it would be much help anyway.

You can actually see about the same data that I get by viewing the MSN Money's Quote Detail page: http://investing.money.msn.com/investments/stock-price?symbol=GB%3ARSL

Yes, anyone using Money 2004 or older should be able to upgrade to the Sunset version and then use my program to update quotes. My program works with Money 2005, 2006, 2007, 2008 (also known as Plus), and the Sunset version. The Sunset version is basically 2008 with a few things switched off.

Adding currency exchange rate updates is on my enhancement list. Depending on interest, I may or may not implement this. It will be quite a bit of work so I need to justify it first.

There have been many updates to my program since my original post. Visit my website to download the latest version: http://gaiersoftware.com/Money

Wednesday, April 23, 2014 5:22 PM
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Hi Dan and MS Money Colleagues

It has been quite a while since I have looked on here and was amazed to find Dan`s application. I use MS Money 2005 UK and was

surprised that it installed and worked at once. Seamlessly. Thanks so much .

Since Jan 2012 I have been looking for something that is as good a Money... Nothing does. Such a shame that Microsoft ditched it and Intuit (Quicken) wont support us in the UK. I have asked several times why - being the huge centre of European finance but they cannot give me a reason. - yet Canada IS supported.

It would really make sense if the powers that be could sell or release the MS money code so that a developer could update it also with a mobile app and once again link to UK banks and European banks., Like it used to!!!

Thanks again Dan and I for once would be prepared to subscribe to a finished version of this app.
- Edited by PeterL100 Wednesday, April 23, 2014 5:34 PM
Wednesday, April 23, 2014 5:33 PM
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Hello, is it still possible to get the sunset version somewhere?

Thursday, April 24, 2014 8:00 AM
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Try here http://social.microsoft.com/Forums/en-US/479281b2-90f9-42ca-85f7-644fc6e1e5c3/download-microsoft-money-installation-files-solve-activation-and-some-other-errors?forum=money

Thursday, April 24, 2014 8:04 AM
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Thanks tried with the Money 2005 UK - QFE2 however when converting my existing money file it just starts spinning in a wizard that is looking to connect my accounts to online banks. I can't see a way to skip the wizard. Maybe I should try one of the other versions listed on this page.

Thursday, April 24, 2014 8:33 AM
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Isn't it just a case of clicking on "My financial institution is not listed" Or am I thinking of something else?

Thursday, April 24, 2014 10:48 AM
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Not on the screens I get. You can either chose from a list of enter a name. Then you can click next....with no result except a progress bar that says working but no progress is made and the process does not finish.

Thursday, April 24, 2014 12:06 PM
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Dan,

Thank you so much for developing this! I am still chuckling that it works so fast and seamlessly. I expected something complicated and time-consuming to use - but it just executed and updated all my funds in the blink of an eye. I hope you can keep up the good work. I am using MS Money 14.0.120.1105 on Win 7 Home Edition on Parallels on Mac Mavericks.

Incidentally I just logged into this forum again after a long absence in which I have tried both MoneyDance and iBank - and have given up with them. I checked back in here in the forlorn hope that somebody might have developed a workaround to keep Money running a bit longer - so am very happy to find this!
And having re-read the forum - PLEASE DO IMPLEMENT CURRENCY UPDATING TOO! That would be very useful.
- Edited by Oh I dunno Thursday, April 24, 2014 5:04 PM
Thursday, April 24, 2014 3:41 PM
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Hullo Dan,

Can you tell me please whether my MS Money Deluxe Version 14.0.120.805 is 2005 or not and if it will work with your programme? The box says it is 2005 but when I open Help and click on About, I get the version number but not a year.

PC Troubles

Friday, April 25, 2014 4:05 AM
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Here is the version info:

14.0 --> Money 2005

15.0 --> Money 2006

16.0 --> Money 2007

17.0 --> Money 2008 (Plus) and Sunset (sunset is just a special version of 2008)

See http://en.wikipedia.org/wiki/Microsoft_Money for the full list.

My program works with all of the above versions.

Also note that I post more frequent updates here: http://microsoftmoneyoffline.wordpress.com/2014/04/15/restoring-microsoft-money-quote-updates/

Friday, April 25, 2014 1:31 PM
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Hi Dan,

That's terrific!

I'm covered then and looking forward to a finished version of the programme.

Many thanks,

PC Troubles
- Edited by PC Troubles Friday, April 25, 2014 10:53 PM
Friday, April 25, 2014 10:52 PM
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Dan et al;

Just one question please. Can anyone tell me if I should delete my hleOfxQuotes dummy file from Money, before or after installing this programme, or doesn't it matter either way?

Sincerely,

PC Troubles

Saturday, April 26, 2014 5:22 AM
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PC Troubles.

WARNING: If you delete your Dummy file from Money you will lose all the price updates you made using hleOfxQuotes. If you don't mind losing them go ahead but there is no need to remove the Dummy file. Dan's programme doesn't care.

Once we get Dan's final version, I plan to manually replace a selection of my HleOfx-derived updates that I want to keep, and then delete the Dummy account.

Regards,

Andy
- Edited by Clacksman Saturday, April 26, 2014 9:18 AM
Saturday, April 26, 2014 9:16 AM
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I am using Dan's updater to update nearly all of my fund prices. Only two are not updating - and this is because their prices are not updating on MSN Finance. In the old days when Money still updated I used to have an email address for MSN Finance so that I could let them know of fund prices that were not updating and usually they fixed the problem in a few hours. But I no longer have this link. Does anybody know how to contact MSN Finance to let them know which prices are not updating?

Saturday, April 26, 2014 9:33 AM
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I am using Dan's updater to update nearly all of my fund prices. Only two are not updating - and this is because their prices are not updating on MSN Finance. In the old days when Money still updated I used to have an email address for MSN Finance so that I could let them know of fund prices that were not updating and usually they fixed the problem in a few hours. But I no longer have this link. Does anybody know how to contact MSN Finance to let them know which prices are not updating?

I am having the same issue and therefore am going to stick with hleofx. Based in the UK and some of the funds either return a zero price or just do not exist on the MSN service. Can only repeat what I have said previously moneyextra.com allows you to download a csv file and use that with a tweak to feed hleofx and create the ofx file to feed into Money.

Dan, thank you for your work, just no use to me.

Saturday, April 26, 2014 11:19 AM
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I have posted a question on this subject here: http://answers.microsoft.com/en-us/msn/forum/msn_money-msn_quotes/uk-fund-quotes-not-updated-in-msn-quotes/cb00683c-3f2e-4b29-9150-9413e5c0657c

Not very hopeful of a positive response.

Andy

Saturday, April 26, 2014 12:58 PM
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I just checked my MSN non-updaters on Morningstar and you are correct - the prices are up-to-date on Morningstar. So it seems that the problem lies with the manner in which MSN picks up the prices from Morningstar. I expect MSN would fix this easily if there was a way to contact them.
- Edited by Oh I dunno Saturday, April 26, 2014 3:00 PM
Saturday, April 26, 2014 3:00 PM
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WARNING: If you delete your Dummy file from Money you will lose all the price updates you made using hleOfxQuotes. If you don't mind losing them go ahead but there is no need to remove the Dummy file. Dan's programme doesn't care.

Thanks Andy, that clears it up nicely. PC Troubles

Sunday, April 27, 2014 10:12 PM
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Slightly off topic, but can anyone remember how to do a stock split in money? Apple have an upcoming split of 7 to 1 around 2nd June. Can't remember whether you do; 6 shares for every 1 share for just the additional shares issued, or 7 shares for every 1 share for the actual split?
- Edited by Dobtastic Tuesday, April 29, 2014 6:24 AM
Tuesday, April 29, 2014 6:22 AM
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go to portfolio manager and click on Record a special activity. It would be 7/1

Tuesday, April 29, 2014 10:22 AM
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Thanks! Remember doing one a long time ago and ballsing it up, seem to recall it being a pain to try and correct if you get the initial numbers wrong!

Tuesday, April 29, 2014 10:27 AM
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Slightly off topic, but can anyone remember how to do a stock split in money? Apple have an upcoming split of 7 to 1 around 2nd June. Can't remember whether you do; 6 shares for every 1 share for just the additional shares issued, or 7 shares for every 1 share for the actual split?

This is completely off topic. Please start a new thread instead of hijacking other threads. Dan Gaier (and others) have done some sterling work developing solutions for quotes updates and it is not polite to hijack the thread.

Wednesday, April 30, 2014 7:21 AM

Asked by:

Quote Servers Serving Microsoft Money Gone.

General discussion

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From the old support posting:

Step 7: Verify the URL for the online quote server

Verify that the QuoteServerURL registry value is correct

Windows Vista

From the old support posting:

Step 7: Verify the URL for the online quote server

Verify that the QuoteServerURL registry value is correct

Windows Vista