F2O New version uploaded

[Cal Learner]

Latest upload is f2o_beta12.zip.
It's highlight is fixing a bug in F2O_DBgather.py

So if you had a deficiency or crash using  F2O_DBgather.py, please try it.

As usual, the file is in https://drive.google.com/drive/folders/1-4fBbRxaPhNYZK0gNHuZ3n-Bdoncy2aR

[Ken H]

Just ran F2O.py for the first time after modifying things to point at the right locations.  Came up with the following error message:

F2O Fidelity-specific CSV 2 OFX converter  Dated 2026/01/31 11H_OPT2

Traceback (most recent call last):

  File "F2O.py", line 19, in <module>

    from dateutil.parser import parse

ImportError: No module named dateutil.parser

Python detected an error during execution of f2o.py program. Note error message above.

Press any key to continue . . .

I think I'm really close, but don't know what the error means.  

[Cal Learner]

Line 19 is "from dateutil.parser import parse"

My ActiveState Python 2.7.18 came with dateutil. For other Python, that may involve "pip"

[zanzibar743]

ActiveState no longer exposes a public, static direct-download URL for the ActivePython 2.7.18 Windows installer; their docs now route you through the “State Tool” instead. Because of that, there is no reliable official .exe or .msi link I can give you that will still work today.

What you can do instead

Use the State Tool to get ActivePython 2.7.18 on Windows (official method): in an elevated PowerShell run

IEX(New-Object Net.WebClient).downloadString('https://platform.activestate.com/dl/cli/install.ps1')

then in cmd.exe run state activate ActiveState/ActivePython-2.7 to download and create the 2.7 environment.

All well and good with running the State Tool, except the activate command doesn't work.  

C:\Users\zanzi>state activate ActiveState/ActivePython-2.7

█ Creating a Virtual Environment for your Project's Packages

 x The requested project ActivePython-2.7 does not exist under ActiveState. Please ensure the owner is correct and that

the project has been created.

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[Cal Learner]

I see the download page link is dead. 

I still have 09/30/2022  10:55 AM         5,742,592 ActivePython-3.7.msi sitting in my downloads folder.

I Googled the SHA1 and SHA2 for that file, but no hits. Also no google hits for "ActivePython-3.7.msi".

https://sites.google.com/site/pocketsense/home/msmoneyfixp1/p2 has comments on installing Python 2.7x... He mentions Anaconda. 

But your current Python 2.7... what is it? Can you find pip? That may be your best bet.

If I try to port to Python 3, the problem is that I don't think it has a compatible hash.  I use hash to create the FITID. But if there is no available 2.7.x, I guess I could work on that. If the hash is different, well... that could be dealt with.

But try yours, and if not that, I would check Anaconda.

[zanzibar743]

Thanks for the info. I have the python.org distribution. I'll work on getting pip to install the utility. I need Python 2 for pocketsense so no need to try to port F2O to Python 3

To view this discussion visit https://groups.google.com/d/msgid/microsoft-money/54873764-1d54-4349-9eae-17931bf7daf9n%40googlegroups.com.

[Dan Adkins]

The file download link for ActiveState Python 2.7.18 installer is available on my blog.  See:   Links to Alternatives and Solutions thus far

To view this discussion visit https://groups.google.com/d/msgid/microsoft-money/54873764-1d54-4349-9eae-17931bf7daf9n%40googlegroups.com.

[Cal Learner]

I had posted about a problem and workaround, and have deleted the post. The problem did not exist with versions I had uploaded, I am glad to say.

[Cal Learner]

f2o_beta13.zip has been uploaded. F2O.py has been updated including corrections. recent_note.txt is a new addition to the zip file. Here are the contents:

The beta12 was working well for most people. The beta13 F2O.py adds better handling of some things, particularly DEBT. Observe.

For those interested, it can be possible to edit the  F2O_cfg.py with a spreadsheet program for use with F2O.py but not with  F2O_DBgather.py. Most are done with  F2O_DBgather.py early in the process. The problem occurs mainly in the CUSIPS into numbers... leading zeros removed, and a CUSIP with an E in it treated as a big floating point number. I used to be worried about quotes (") characters being introduce, but those seem to not cause a problem in my trials.

Sometimes a CUSIP will have a duplicate, such as when a security changes symbols. Barrack used to have symbol GOLD, but is now B. So two entries are fine.

If you use DEBUG=1 or more, you may get a file log_qq1.csv appearing. Feel free to look at it or delete it.

It shows transactions that ended up not being used. This file has the account name and number redacted to the last 2 characters, in case you want to share a line or two from that file.

I use that to see what is not being handled yet.

Cal Learner 2026/2/6

[Cal Learner]

beta13A.zip adds making <NAME> not be "No Description", but instead makes name for Money to be able to remember for category.