Pocketsense setup

Dharmendra

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Nov 30, 2025, 1:54:44 PMNov 30

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I have downloaded

1) python-2.7.18.msi - msi installer package.

2) got the pocketsense zip package from https://drive.google.com/file/d/0BzRkycxr1Q1jcUszMjNjS01pbVE/view?usp=share_link&resourcekey=0-NDshuPS8nuR0j8pp2PfAtA

Ran msi installer for python and

Opened the command prompt in the folder where unzipped pocket sense files exist.

Ran setup.py file and I get following messages.

C:\PocketSense>setup.py
Traceback (most recent call last):
File "C:\PocketSense\Setup.py", line 33, in <module>
import pyDes, ofx, quotes, site_cfg, filecmp
File "C:\PocketSense\ofx.py", line 69, in <module>
import requests, collections
ImportError: No module named requests

C:\PocketSense>

and it doesn't create sites.dat file per the install instruction.

Where am I going wrong?

Appreciate the guidance.

Tom Meyer

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Nov 30, 2025, 2:55:31 PMNov 30

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Your Python install is incomplete. Also, I had to create sites.dat from the sites.template file with edits. Notepad++ is a good file editor.

Install Python dependencies. Note that this step is only required if using a base python distribution. Both ActiveState and Anaconda include the requests package by default :)

Enter the following at a CMD prompt. This assumes Python is in your system PATH. If not, you'll need to open the prompt in the Python installation folder.

C:> pip install requests

Cal Learner

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Nov 30, 2025, 3:10:29 PMNov 30

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sites.template is included in that zip file. You could rename that as sites.dat, or just use it as a starting point.

I have taken a subset of my sites.dat and pasted it below. It has entries I have never used, and it has entries for sites that no longer work. You can delete any you don't want, or just leave them there.... as you wish. If you use Fidelity, or Janus, or CitiCard (including the Costco Visa) expect it to work. Most others probably don't work.

sites.dat is a text file. Notepad and Notepad++ are good programs to work with text files.

Anything after a '#' character on a line is a comment (ignored)

==============begin possible sites.dat==============

# SITES.DAT
# http://sites.google.com/site/pocketsense/
# common configuration data for the ofx Python script pkg
# Ver 1: rlc: Feb-2010
# ******************************************************************************
# Revisions
# ---------
# 01Mar2010*rlc: -Modifed to add additional fields (appid, appver, and brokerid)
# 11Mar2010*rlc: -Added SaveStocksFirst option.
# 18Mar2010*rlc: -Slight edits
# 19Sep2010*rlc: -Added YahooURL (alternate site) and SaveQuoteHistory
# 04Jan2010*rlc: -Added ShowQuoteHTM and AskQuoteHTM options
# 18Feb2011*rlc: -Added EnableYahooScrape option
# -Added timeOffset option for site entries
# -Added QuoteTimeZone option for Yahoo server
# -Added QuoteCurrency: USD for Yahoo quotes
# -Added quote multiplier option (m:)
# 22Feb2011*rlc: -Added alternate ticker symbol option (s:) for funds/stocks
# 28Aug2012*rlc: -Added support for OFX version 103 (for sites that require ClientUID)
# Default Version = 102
# -Added promptInterval option (default=No)
# -Added CombineOFX option (combine ofx files before sending to Money)
# -Added quietScrub option. Default = No
# 28Aug2013*rlc: -Added forceQuotes option for non-US versions of Money
# 20Oct2013*rlc: -Added QuoteAccount option to allow custom account number
# 20Jan2014*rlc: -Added EnableGoogleFinance option
# -Added EnableYahooFinance option
# 12Mar2017*rlc: -Added support for OFX 2.x
# -Added skipZeroTransactions option
# 09Nov2017*rlc: -Remove YahooScrape option no longer used
# -Change alternate Yahoo url to json api
# 22May2018*rlc: -Add skipFailedLogon option
# 19Nov2019*rlc: -Add delay option for sites
# ******************************************************************************

#Entries are (FieldName : Value) pairs, one per line. Spacing/Tabs are ignored.
#anything following a "#" symbol is ignored (treated as a comment)

#define default download interval (days)
#--------------------------------------------------------------------------------
defaultInterval: 18 #7 is original default

#Send stock/fund quotes to Money first? Default = No
#--------------------------------------------------------------------------------
SaveTickersFirst: No

#Save quote history to QuoteHistory.csv? Default = No
#--------------------------------------------------------------------------------
SaveQuoteHistory: No #Save quote history to QuoteHistory.csv? Default = No
quietScrub: No #Suppress scrubber messages (default=No)
skipZeroTransactions: No #Remove $0.00 transactions from downloaded statements
CombineOFX: YES #Combine ofx files before sending to Money
#Warning: Do not enable CombineOFX until you test all account settings, and
# verify that data is loading correctly to Money accounts.
skipFailedLogon: Yes #If a connection to a site fails during Getdata, no further connections
#will be attempted for that site+username combo during the session.
#default = Yes

#--------------------------------------------------------------------------------
#SITE LIST (example for each type)

#Be sure to match CaSe for site info as given by ofxhome.com (especially the url)

# Go to http://www.ofxhome.com/index.php/home/directory
# to get data for your institutions

# Available field names and descriptions
# Field names must match the pre-defined names, but they are NOT case sensitive.
# Note that most sites only use some of the fields, but three are required for all.
#--------------------------------------------------------------------------------
# SiteName Unique name for site entry (**REQUIRED**)
# AcctType Account type (CCSTMT, INVSTMT, or BASTMT)* (**REQUIRED**)
# fiorg Organization ID
# url Web address (case sensitive!) (**REQUIRED**)
# fid Financial institution ID
# bankID Bank ID
# brokerID Broker ID
# ofxVer OFX version. Valid values are 102, 103, 211, etc. Default=102
# appID Alternate Application ID (default defined in control2.py)
# appVer Alternate Application Version (default defined in control2.py)
# minInterval Mininum number of days to download (overrides defaultInterval if needed)
# timeOffset Add (-subtract) number of hours to statement DTASOF field(s). Default = zero.
# delay Delay (seconds) to add before requesting data for any account defined for the site

# * Valid AcctType entries:
# CCSTMT = Credit card
# INVSTMT= Investment
# BASTMT = Bank (checking/savings)
#--------------------------------------------------------------------------------

#empty site template (copy/paste and fill in)
#--------------------------------------------------------------------------------
<site>
SiteName :
AcctType :
fiorg :
fid :
url :
bankid :
brokerid :
ofxVer :
appid :
appver :
mininterval:
timeOffset :
delay :
</site>

#SITE ENTRIES
#--------------------------------------------------------------------------------
<site>
SiteName : CitiCard
AcctType : CCSTMT #credit card
fiorg : Citigroup
fid : 24909
url : https://mobilesoa.citi.com/CitiOFXInterface
bankid :
brokerid :
ofxVer : 103 #use 10-minute enable if new ConnectKey https://citi.com/datamanagement
appid :
appver :
mininterval:
timeOffset :
</site>
<site>
SiteName : FIDELITY
AcctType : INVSTMT
fiorg : fidelity.com
url : https://ofx.fidelity.com:443/ftgw/OFX/clients/download
fid : 7776
bankid :
brokerid : fidelity.com
appid :
appver :
mininterval : 20
timeOffset: # do not use withy my qq scrubber. Maybe -34 with released.
</site>
<site>
SiteName : WELLS FARGO ADVISORS
AcctType : INVSTMT
fiorg : WF
url : https://ofxdc.wellsfargo.com/ofxbrokerage/process.ofx
fid : 12748
bankid :
brokerid : Wells Fargo Advisors
appid :
appver :
mininterval :
timeOffset : 5 # For all
</site>
<site>
SiteName : Janus_Inv
AcctType : INVSTMT
fiorg : Janus
fid : 6115
url : https://ofx3.financialtrans.com/tf/OFXServer?tx=OFXController&cz=702110804131918&cl=50900132018
bankid :
brokerid : dstsystems.com
appid : Money
appver :
mininterval:
timeOffset : # my Janus uses scrubber, but would uses 0 even without.
</site>

<site>
SiteName : USAA
AcctType : BASTMT #bank
fiorg : USAA
fid : 24591
url : https://service2.usaa.com/ofx/OFXServlet
bankid : 314074269
brokerid :
appid : QWIN
appver : #blank means take default from control2.py
mininterval:
timeOffset :
</site>

<site>
SiteName : T. Rowe Price
AcctType : INVSTMT #investment
fiorg : T. Rowe Price
fid :
url : https://www3.troweprice.com/ffs/ffsweb/OFXServlet
bankid :
brokerid : troweprice.com
appid :
appver :
mininterval: 15
timeOffset :
</site>

#--------------------------------------------------------------------------------

EnableYahooFinance: NO # Enable quote lookup on Yahoo Finance
#YahooURL: http://ca.finance.yahoo.com # Alternate site for quotes. Default = finance.yahoo.com
QuoteCurrency: USD # Currency for quotes. Default = USD
EnableGoogleFinance: Yes # Enable quote lookup on Google Finance
YahooTimeZone: -5:EST # Timezone rule for the Yahoo server (default = -5:EST)
ShowQuoteHTM: No # Always show quotes.htm from Getdata
AskQuoteHTM: Yes # Ask to show quotes.htm from Getdata (overrides ShowQuoteHTM)
ForceQuotes: No # Force Money to record a transaction when importing quotes*
#QuoteAccount: 0123456789USD # Custom account number for Quotes. Default = 0123456789
# Account number can contain alpha-numeric (e.g., 123456789USD is valid)

# * Only non-US versions of Money should use ForceQuotes. Enabling this option forces a reconcile
# transaction in Money, which forces Money to record a price. It requires accepting an additional
# statement during every import, regardless of the CombineOFX setting. Also, Money must be open
# before running Getdata if ForceQuotes is enabled.

#--------------------------------------------------------------------------------
# STOCK & FUND ticker symbol quote list, one per line (examples included).
# See finance.yahoo.com for correct symbols.
# Open-end fund symbols go into the <funds> list, and closed-end
# funds go into the <stocks> section. Most funds are "open end".
#
# Options: m:value : define a currency multipler for the quote (examples: m:100, m:0.01)
# s:value : user defined symbol to send to Money (rather than Yahoo ticker symbol)
#--------------------------------------------------------------------------------

<stocks>
#--- indexes ---
INDEXDJX:.DJI s:.DJI #Dow Jones (Google Finance)
^GSPC #S&P 500
^IXIC #NASDAQ Composite
# BP.L m:0.01 s:BP # BP @ London stock exchange (quote = pennies)
# m:0.01 = multiply quote by 0.01 (convert from pennies to pounds *example*).
# s:BP = Send symbol BP to Money, rather than BP.L
#--- stocks ---
# GOOG #Google
# YHOO #Yahoo!
# CMCSA #comcast class a
# DPM #DMP DCP Midstream
# EPD #EPD Enterprise Products Partners Lp
# HEP also in Fido Rollover
# NRGY #NRGY Inergy L P
# NS #NS Newstart Energy Lp
# NSH #NSH NuStar Group Holdings LLP
# PAA #PAA Plains All Amern Pipeline
# PNG #Paa Natural Gas Storage
# SEP #SEP Septra Energy Partners
# WPZ #WPZ Williams Partners L.P.
#--- Currencies ---
# EURUSD=X #for Euro to US Dollar
# USDJPY=X #for USD to Japanese Yen
# AEY
# ATI
# BSET
# FNHC
# LINC
# SNNY
</stocks>

<funds>
# JANWX #JANWX Worldwide Fund D
# JNRFX #Janus Research Fund D
# VGSLX #Vanguard REIT index Admiral

# MBFIX #Wells fargo total return bond I
# AGTHX #Growth fund of america
</funds>

==============end possible sites.dat==============

Dharmendra

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Nov 30, 2025, 3:42:23 PMNov 30

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I got the dependencies installed, making progress, got to the main menu. Thanks for direction and sample sites.dat file as well.

If I have any more difficulties, I will be sure to reach out.

Ameridan (microsoftmoneyoffline.wordpress.com)

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Nov 30, 2025, 5:24:38 PMNov 30

to Microsoft Money

If you need to expand on Cal's sites.dat, check out my article that I've attempted to keep current https://microsoftmoneyoffline.wordpress.com/2010/10/06/cal-learners-review-fidelity-401k-citi-card-and-vanguard-account-info/

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