For PocketSense users... new scrubber version

[Cal Learner]

This could enhance the scrubbing for a few users.

I made a newer version of the older scrub_cl4a.py. It is available as

https://drive.google.com/file/d/1vQVSzcjOQ9gOjHoZTAxxTltceM9YKRBu/view?usp=sharing

File cl6_0.zip has two files in it: scrub__CL6.py and CL6note.txt

More details in the notes file, but it enhances the Citibank web-downloaded scrubbing.
It also incorporates some Fidelity changes. It also allows running the scrub_cl4a.py as a program for some separate testing.

Remember to rename scrub_cl4a.py to old_scrub_cl4a.py or delete just the old, to prevent the older file from also running.

Questions after you have taken a look? Glad to address those.

[Lynn Henderson]

Thanks for the update, Cal.  Any chance on getting an update for fixing Yahoo quotes since neither the original ''http://query1.finance.yahoo.com/v7/finance/quote' nor the alternative 'http://query1.finance.yahoo.com/v6/finance/quote' work anymore?  I'm aware there are alternatives like msmquotes and hleOfxQuotes (and I've been using them), but I liked the one-stop-shop of PocketSense that's still doing the downloads for my bank, investments, and one of my credit cards (was sad to lose access to my Chase accounts last year).

Thanks!

[Cal Learner]

1. Who is that bank?  Good for them.

2. See the new software that use version 10. Link at the top of https://pocketsense.blogspot.com/2023/05/update-for-quotes.html#comment-form

[Lynn Henderson]

The Boeing Employees Credit Union.

It seems I still have the January 2020 version of PocketSense.  On the webpage I have bookmarked

(https://sites.google.com/site/pocketsense/home/msmoneyfixp1/p2), it still shows that as the latest version.  It hadn't occurred to me to check the ZIP file link to see if there were newer versions.

I just downloaded the latest, and as I typically did before, I copied over the new files to overwrite the existing code.  However, when I try to execute the new Getdata.py, I'm getting this error:

Traceback (most recent call last):
  File "...\Getdata.py", line 56, in <module>
    import ofx, quotes, site_cfg, scrubber
  File "...\ofx.py", line 82, in <module>
    import requests, collections
ImportError: No module named requests

I get a similar error for Setup.py.

Is there some additional library or other change I need to make?  I'm a Java developer but haven't done much in Python.

[Cal Learner]

Yes. The easiest way is to get a newer version of ActiveState 2.7.something... I think they are around 2.7.14 or somewhere there abouts.

[Cal Learner]

In https://pocketsense.blogspot.com/ the word "requests" appears 5 times.

[Lynn Henderson]

Apologies for not RTFM. :-)  I pip installed "requests" and am back up running again.

[Ameridan (microsoftmoneyoffline.wordpress.com)]

FYI, PNC Bank still works with Pocketsense.

[Cal Learner]

Corrected version.... new download link for file  cl6_1.zip is

https://drive.google.com/file/d/1VJPPkb_XgxBg-40QklPnjvKHwGAD_NBp/view?usp=sharing

[Cal Learner]

In balancing my Fidelity account, I found that transactions for T-Bill redemptions did not get entered into the register. I added the transactions manually to fix that.

I then identified a bug in the Fidelity OFX that affects T-Bill redemptions. The buy was made with a BUYDEBT, but the sell came in as a SELLOTHER. Money ignored the transaction.

I have a revised scrubber that changes that sell into a SELLDEBT. It only operates on SELLOTHER that have a CUSIP that starts with 91279. AFAIK, all T-bill CUSIPs start with 91279.

OFX_Analyzer was helpful in identifying the problem.

I have not uploaded that revised scrubber yet, in case I find something else that needs fixing. Plus, I wanted to test it some more.  But if anybody thinks that would be useful, I can upload.

[Joe H]

Hi Ameridan,

Is PNC still working in Pocketsense for you?  If so, any chance you can share your settings as I just signed up for an account with PNC and haven't been able to link properly yet.  I looked at the page with OFX settings on your blog and believe that I should use our routing number as the bankid.  I'm not sure about your note saying to use a different username and PIN - do these not matter what you use, or is there something I have to do within PNC?

Thanks,

Joe

[Ameridan (microsoftmoneyoffline.wordpress.com)]

Somewhere on the website you sign up for Quicken access, and you use those credentials (SSN # and a pin #) for Pocketsense.

[Joe H]

Thanks, I kept looking under personal and security settings and it wasn't there.  For anyone else, under customer service there's a Quicken enrollment link.  You select that, complete the next page (they ask what type of features you want and which version of Quicken (I chose 2019, we'll see if that works...)  When you click submit, they say that they will send you a letter in 7-10 days with your login and temporary pin #.  I'll try to update here after receiving that data and seeing how it works.