You still need either ActivePython or Python.
Depending on how you set them up in Money, ETFs can be either stocks or mutual funds. You put the ticker symbols in two lists, one for stocks and one for mutual funds. It only updates the prices for your other accounts. Because the number of shares is set to zero (thanks to suggestion from John Brinnand), the import will not add any shares to the Dummy Investment account. I ran the script, which imported a dummy statement with the current prices into the Dummy Investment account. I created a new Investment account in Money called Dummy Investment. The online service in Money 2006 already expired. Being a Python newbie, I’m sure the script can be made much more elegant, but what I have now works. With the help of a book from the library, Learning Python, and a lot of Googling, I came up with a new script that gets the quotes from Yahoo! and writes a dummy OFX file for importing into Microsoft Money. However, if you have holdings in accounts that do not provide transaction download, the prices for those holdings are still not updated.
Upgrading microsoft money 2005 update#
They will also update the prices for the securities held in the investment accounts that provide transaction download. Those scripts will take care of the transactions. After giving my requirements and looking at Quicken, GnuCash, and Moneydance, I came upon two OFX scripts for downloading transactions directly from the financial institutions, outside of Microsoft Money.
Upgrading microsoft money 2005 series#
There is a small piece of unfinished business in my series for replacing Microsoft Money.
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