Verbose MEMOs in Transactions.
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Cal Learner
Mar 10, 2026, 8:27:13 PMMar 10
to Microsoft Money
MEMOs in transactions have been redundant generally. Ameridan likes to set the PocketSense scrubber to remove all MEMOs. Inspired by that, I reviewed my past MEMOs. Most were not useful. I decided to keep a FEW always...
1. F2O generates $0.00 transactions to remind the user to do a Split or Spinoff. By accepting or voiding the transactions, future downloads will ignore these transactions. This is intentionally different from the Fidelity server, which generated AddShares transactions.
2. It provides a memo for those buys that came from an IPO or Secondary offering. If you want others, say so. This is detected by the presence of " SOLICITED " the Action of the history CSV line.
A new optional value can be input via F2O_cfg.py:
VERBOSE_MEMOS=0 #gives minimum MEMOs.
VERBOSE_MEMOS=1 #adds memos for things that do not have symbols. Not sure if this turns out to be useful, but it is my current default
VERBOSE_MEMOS=2 #provides maximum MEMOs.
I would be interested in what you think the default should be.
I expect to include this change in the next upload.
1. F2O generates $0.00 transactions to remind the user to do a Split or Spinoff. By accepting or voiding the transactions, future downloads will ignore these transactions. This is intentionally different from the Fidelity server, which generated AddShares transactions.
2. It provides a memo for those buys that came from an IPO or Secondary offering. If you want others, say so. This is detected by the presence of " SOLICITED " the Action of the history CSV line.
A new optional value can be input via F2O_cfg.py:
VERBOSE_MEMOS=0 #gives minimum MEMOs.
VERBOSE_MEMOS=1 #adds memos for things that do not have symbols. Not sure if this turns out to be useful, but it is my current default
VERBOSE_MEMOS=2 #provides maximum MEMOs.
I would be interested in what you think the default should be.
I expect to include this change in the next upload.
Cal Learner
Mar 10, 2026, 9:44:22 PMMar 10
to Microsoft Money
Uploaded F2O_beta15C.zip which includes this feature. Besides updated F2O.py, contains recent_note.txt, which describes this feature, plus another item.
djevel
Mar 12, 2026, 3:03:12 AMMar 12
to Microsoft Money
I am a verbose kind of guy. I'd set the default to MEMO to the MAX :)
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