MSMoneyQuotes by Gaier Software discussion thread

[Cal Learner]

https://gaiersoftware.com/Money

There are problems with the program getting the quotes from the MSN server. That is being worked on.

I think MSMoneyQuotes came out in 2016 or before. Among its advantages is that if you update quotes while the market was open, that quote can be superseded by a quote from later in the day.

There can be confusion with similarly named programs with similar functions. Let's discuss MSMoneyQuotes on this thread.

[Joe H]

It's alive!!!

9/17/2023: I have released a new working version of MSMoneyQuotes that uses Microsoft's new Quote Web Service! It works the same as the previous version, but will require you to switch from the old "Financial Instrument" symbols to the new "Financial Instrument ID" symbols if you're using the -m SymbolMap.csv feature.
For example, switch from using "126.1.GOOG.NAS" to "a1u3p2" to identify Google. Download MSMoneyQuotes Version 3.0 to replace the older version, switch all "Financial Instrument" references to its corresponding "Financial Instrument ID" if using SymbolMap, and start getting quotes again!
Please see this post for more information. Existing customers can download version 3.0 here.

[joe dempsey]

Working perfectly - thanks Dan

[S P]

Works great! One issue I have noted. MSMQuotes states "HSB -> Symbol not found on MSN Money"  I do not have HSB symbol at present - must be a very old one. Where does MSMQuotes look for this info? My Symbolmap.csv DOEXNOT have HSB symbol

[Bill Hackney]

As a long time user of MSMoneyQuotes, I'm delighted to see that Dan has now fixed it.  As a user of the SymbolMap.csv mapping solution I've updated all of my symbols to the new Financial Instrument ID, in SymbolMap.csv.  Having now run Money, it's pulling in the prices, but for a lot of the assets it is pulling in prices which are 100x too big (i.e. the decimal point is in the wrong place).  I hold both stocks and mutual funds, and the error is inconsistent - there are some mutual funds where the prices are correct, and some where they are 100x.  Likewise, there are stocks where their price is correct, and others where the price is 100x.  Is anyone else seeing this problem?  I am based in the UK, and most of my holdings are priced in GBP - I suspect it could be a pound/penny issue.

It's nice to feel almost 100x richer than I actually am!

[Christian Silos]

Starting with version 2.3, SymbolMap.csv also accepts a third column which allows you to specify the ISO currency code. This "Currency Override" feature was added as a workaround due to the MSN Money quote data having the incorrect currency. See this MSN Money Forum post for more details.

To use, you’ll need to manually modify the SymbolMap.csv file. Basically for any security that MSN Money is reporting the incorrect currency, you’ll want to “override” the currency via the SymbolMap.csv file. For example, if MSN Money is returning the currency for RDSB as GBP (which is incorrect), you’ll want to tell my program to actually interpret the prices as GBX. You an do this via the extra column in the SymbolMap.csv file (add “,GBX”).
GB0030617699,apfhr7,GBX

[Cal Learner]

If MSMQuotes states "HSB -> Symbol not found on MSN Money" and you don't have a corresponding investment, try entering a fake dividend.  Into the name of the investment, type just those three letters, and then hit Tab.  Choose Dividend.  Note that the name in the box may have changed.  Finish creating the dividend.

Right-click that dividend, and choose GoToInvestment.  Click Details.  Whatever that investment is, if the symbol is HSB, blank or change its symbol.  

The symbol HSB should now be freed up.  Delete the fake dividend.

[Bill Hackney]

Yes, that's it, thank you.  It's strange because, before Microsoft changed their quote service a month or two ago, requiring Dan to produce his fix, I didn't have a currency column in SymbolMap.csv, and it was working fine.

[S P]

Tried this - no luck!

[Stephen Google]

I've made good progress in using the new version of MSMoneyQuotes and have mapped the right fund data.

At the end of running MSMoneyQuotes I get this error using the UK version of MS Money 2005:

Fetching Quotes:
A security in your portfolio is causing the Microsoft quote service to return an error.

Failed to update quotes. Failed to fetch quotes from MSN Money.

Any idea what's wrong?

[Cal Learner]

Here are my comments for those upgrading to version 3:

The new file that you download is MSMoneyQuotes.exe. It is not a batch file or installation file. Overwrite the old one with the new one.

If you run that file directly, it has defaults. It looks at the MRU money file, and operates on that.

If you make a batch file, you can choose the behavior with your favorite options.

https://gaiersoftware.com/Money/DetailsAndHelp describes the parameters/switches/options that can be used.

When switching to version 3, I suggest deleting or renaming the old SymbolMap.csv file before running for the first time.

Then when you use the -m switch, a new SymbolMap.csv file will be created.

The operation runs faster than earlier versions.

[Tom Roberts]

Hi Everyone

I've gotten the error message below after installing 3.0. 

The new symbolmap generated by MSMONEYQUOTES, the mny file and msmoneyquotes.exe are all in the same directory. 

I put a shortcut on the desktop and it calls these options: MSMONEYQUOTES.EXE -o -a -m -c 

The cmd window below stays open.

Does anyone have any suggestions ?

Thanks for any assistance

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[S P]

Have you created a newSymbolMap.csv file? Also, have you mapped it to new instruments? i.e. " switch from the old "Financial Instrument" symbols to the new "Financial Instrument ID" symbols if you're using the -m SymbolMap.csv feature." as per below?

[joe dempsey]

use the -v option to see all of the messages generated

[Cal Learner]

If you want the window to close after getting quotes, do not use the -a switch.

Did you delete or rename the old  SymbolMap.csv file?  If you do, a new  SymbolMap.csv file using the new format gets created.

I second using the -v switch. 

[Tom Roberts]

 I renamed my old symbolmap.csv file and let MSMoneyQuotes build a new one. I assumed that the new symbolmap would have the correct instrument id's. But it looks like it doesn't. thanks

To view this discussion on the web visit https://groups.google.com/d/msgid/microsoft-money/a5d7bbc4-ef74-4394-88fe-82cc0d0ac400n%40googlegroups.com.

[Tom Roberts]

I thought the -a switch kept MSMoney itself from closing but will try without it.

To view this discussion on the web visit https://groups.google.com/d/msgid/microsoft-money/b30638dc-803f-4706-bfc4-1ab379585491n%40googlegroups.com.

[Tom Roberts]

that -v option was useful -- I got confused on the first run because it said not all stocks were updated but on second run it showed all were. Thanks 

To view this discussion on the web visit https://groups.google.com/d/msgid/microsoft-money/0d89a334-4052-4984-9757-df432c5ee708n%40googlegroups.com.

[ronald brandman]

I use the money 2005 uk version and MS Money quotes from gaier.All worked perfectly until I had to buy a new computer  ( windows 11),Money and the quotes service ported ok but MS quotes will not update National Grid PLC but report it not found on MSN Money. Originally my money symbol for National Grid was "GRID" but strangely the quotes returned a share price for a completely different unrelated stock called Gresham House ....ODD.

I tried a solution suggested on this forum with a new money code of GB:NG. but my version of money will not accept a colon : in the symbol box.

I am stuck. Anyone here found a solution to the National Grid problem

[Ian Musgrave]

Hi,

I have searched for the 2 stocks that you mention above, using the search facility in Dan's Excel Quotes Add-in.

I found...

Financial Instrument ID Symbol Name
aoc1bh NG. National Grid PLC
bnvxtc GRID Gresham House Energy Storage Fund PLC

So, if you change the symbol in your Money file to be "NG." (including the dot) that should work, and if your use a SymbolMap.csv file,

then include the "acc1bh" in that file.

Hope this helps,

    Ian 

[Stephen Google]

I've been using NG. / aoc1bh for National Grid for some time and it doesn't update in MSMoneyQuotes.

The following error is shown:

NG. -> Symbol not found on MSN Money

Therefore the culprit is MSN Money despite the web page address on MSN Money for National Grid being https://www.msn.com/en-gb/money/stockdetails/fi-aoc1bh

I also can't obtain quotes for any UK Gilts and Legal & General Global 100 Index Trust

[ian.t...@ntlworld.com]

Stephen

 

That is a strange problem you are having with MSN Money. Maybe use the Financial Times portfolio like I do. The Financial Times portfolio includes all manner of UK stocks, funds, pensions etc. I have created a WatchList at  https://markets.ft.com/data/portfolio/dashboard The symbol there for National Grid is definitely NG..

 

I download a .csv file of my WatchLIst then run a shortcut C:\MSMoneyQuotes\MSMoneyQuotes.exe -p p -v  -i C:\Users\Ian\Downloads\my file.csv It works.

 

Ian

 

To view this discussion on the web visit https://groups.google.com/d/msgid/microsoft-money/694eda0e-6ec2-438d-ad72-9e36d8555d7bn%40googlegroups.com.

[Mike Wylde]

That is odd. I have NG. aoc1bh in my symbol map and it updates money reliably.

[David Kimber]

Does anyone know how this really works, as some quotes I use internationally are in cents/pence, but to my knowledge, there are no ISO codes for these currencies in cents, so where would we get a reference list?

GBX seems to work fine, but I have also seen the use of GBp Vs GBP.

As mentioned elsewhere it feels great to be much richer until you know why.

[Cal Learner]

Ideally you will get some successful lines from somebody's SymbolMap.csv that deals with this.  If you cite a symbol, somebody may have such a line already.

https://gaiersoftware.com/Home/Message points to a Map function. I don't know if it will help.  

I suspect, but don't know that GBp would be treated differently than GBP. None of the Money files contain GBp but do contain GBP and GBX.

[David Kimber]

I am using the SymbolMap.csv feature and successfully bringing in the security price, but it is 100x off because the security is listed in ZAc while Money assumes it is ZAR.

 

I have tried the following in my SymbolMap.csv file:

ZA:SLM,am4lim,ZAc

The output using the -v option is:

"Fetching Quotes:

SLM -> OK 10620.000000 ZAc 2026-02-23T16:30:0OZ"

The price of 10620 ZAc is correct, but it is being imported into MSMoney as 10620.00 ZAR instead of 106.20 ZAR.

Is there a multiplication factor that can be added to the CSV file, similar to the approach used in eg PocketSense? 

I have tried the following changes to the SymbolMap.csv:

1. Adding a 4th "column" of 0.01 to the CSV -  ZA:SLM,am4lim,ZAc,0.01 - hoping for a multiplication feature

2. Replacing the 3rd "column" currency symbol with multiplication factor -  ZA:SLM,am4lim,0.01 - hoping for a multiplication feature

3. Changing the 3rd "column" currency symbol ZAc to ZAC - ZA:SLM,am4lim,ZAC - I think all currency symbols are converted to uppercase in any case

4. Changing the 3rd "column" currency symbol ZAc to GBX ZA:SLM,am4lim,GBX - hoping some GBP/GBX multiplication algorithm will kick in on MSMoneyQuotes

But no success for any of the above.

Currently, I download and manually override the price, which only impacts one security at the moment, but I want to fix it.

I will now try to create a new ZAc currency in MSMoney by renaming an old one - don't expect to update the currency online, which is a problem as the currency is quite volatile. All suggestions welcome.

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[Barney]

I don't think you can change the currency to show as Rand rather than Cents, as it's based on the ISO standard.

There was the same issue with British Pounds and Pence, Dan released a fix in version 2.5 of MSMoneyQuotes. 

From the Gaier website:

"Version 2.5 - 07/06/2019 - Added logic to handle "GBp" to "GBX" currency mapping. Microsoft new Quote Services returns "GBp" for pence."

In my SymbolMap.csv I have GBP and GBX, for Pounds and Pence respectively.  So I THINK the fix was specific to the Pound/Pence issue and other currencies are not covered.

[Michael Wylde]

Have you tried contacting Dan Gaier? I’ve found him incredibly helpful in the past. Do donate if he comes good, the program is such a bargain!

 

From: microso...@googlegroups.com <microso...@googlegroups.com> On Behalf Of Barney
Sent: 24 February 2026 10:49
To: Microsoft Money <microso...@googlegroups.com>
Subject: Re: MSMoneyQuotes by Gaier Software discussion thread

 

I don't think you can change the currency to show as Rand rather than Cents, as it's based on the ISO standard.

To view this discussion visit https://groups.google.com/d/msgid/microsoft-money/9b91b03f-c632-4d75-8073-8ab263e99426n%40googlegroups.com.

[David Kimber]

Yes, trying to create a "new" currency by renaming an old one has drawn a blank as in MSMoney there appears to be a direct association between country and currency (which is logical). So even creating a new currency symbol does not help as the security seems to be associated with a country which in turn is directly associated with a currency, so no luck there.

Appears we need a similar GBX type adjustment for ZAc or a more generic factorisation approach from Gaier Software to cover more currencies. For many "penny" stocks there is probably a need for securities to be quoted in cents to retain reasonable resolution by having more significant digits before a decimal point.

Apart from GBP/GBX/GBp and ZAR/ZAc anyone else aware of other exchanges that quote some securities in cents?

Regards David

To view this discussion visit https://groups.google.com/d/msgid/microsoft-money/9b91b03f-c632-4d75-8073-8ab263e99426n%40googlegroups.com.

[Cal Learner]

David... I tried some experiments which did not produce results. But based on your latest comment, I wonder if you identified the stock, in Money, as being from some country, and then set the exchange rate for that country at Tools->Settings->ProgramSettings->UpdateCurrencies to be 0.01

[Bill Hackney]

Another hack – albeit a not very elegant one – might be to keep the existing MSMoneyQuotes download / currency of the stock (ZAR) the same, but to do a 1 for 100 stock split on the shares.  Yes, that will show that your holding is only 1/100^th of what it really is (and with all of the transactions that got you to that holding being 1/100^th of what they actually were), but at least the transaction values, cost basis, income and market values will all be correct, meaning that your holding is correctly valued and, importantly, the calculated investment performance is correct.

 

Or you ask Dan Gaier to find a fix.

 

From: <microso...@googlegroups.com> on behalf of Cal Learner <msm.cal...@gmail.com>
Date: Wednesday, 25 February 2026 at 13:57
To: Microsoft Money <microso...@googlegroups.com>
Subject: Re: MSMoneyQuotes by Gaier Software discussion thread

 

David... I tried some experiments which did not produce results. But based on your latest comment, I wonder if you identified the stock, in Money, as being from some country, and then set the exchange rate for that country at Tools->Settings->ProgramSettings->UpdateCurrencies to be 0.01

To view this discussion visit https://groups.google.com/d/msgid/microsoft-money/b04623ca-d3a1-49a8-9750-ceb05c66a227n%40googlegroups.com.

[David Kimber]

Hi Cal,

I believe that is what I attempted to do. However, because the country also appears to be processed by MSMoneyQuotes, the quote is imported using that country’s currency rather than the currency received from MSN Money.

In my case, I changed a country's currency to ZAc, but since the quote originates from a South African exchange (JSE), ZAR appears to be "hard-mapped" by MSMoneyQuotes. Consequently, the currency detail received from MSN Money seems to be ignored.

The interesting thing is that I could not get MSMoneyQuotes to use a symbol mapping when defining a security in another country (I used TZ). I created a new investment in Tanzania. I then tried the following symbol mappings with appropriate symbol changes in MSMoney:

1. TZ:SLM,am4lim

2. TZ:SLMquotIn,am4lim

3. I also tried creating a new investment as a mutual fund rather than a stock

In each case, examining the MSMoneyQuotes output revealed that it could not find any of the above investment symbols.  It seems a bit strange, as the symbol was in the SymbolMap.csv file. There must be some other checks going on to verify countries in the Gaier MSMoneyQuotes application.

To view this discussion visit https://groups.google.com/d/msgid/microsoft-money/b04623ca-d3a1-49a8-9750-ceb05c66a227n%40googlegroups.com.

[David Kimber]

Hi Bill - agree this seems to be the most pragmatic way of dealing with this issue if the issue can't be fixed, and considering I have held these shares since the company was demutualised in 1998, this approach will work for me.

To view this discussion visit https://groups.google.com/d/msgid/microsoft-money/1C883E68-780E-4C2D-B7B8-BE64D6EB3977%40hackneyweb.com.

[Cal Learner]

I am thinking that the third parameter in  SymbolMap.csv  etc is not passed to Money, but rather to MSN  to get a conversion rate. 

I was thinking of making the country as Zambia (for example) in the Money investment details. Set the exchange rate for Zambia as 100.0 in Money (Tools->Settings->ProgramSettings->UpdateCurrencies. Expect the symbol to show as ZM:symbol in Portfolio. 

As an experiment in a test file, I now show ZM:AAPL. I set the exchange rate to 1 for my test.

[David Kimber]

Cal, two thoughts

1. I am using Money 2095 intl - I wonder if that could make a difference

2. Could you test with the same security I am using, as this has the additional complication of using a security that is not from your default country and would also need a mapping in the SymbolMap.csv file - am4lim is the MSN Money code. I assume the symbol can be anything as long as it's the same in MS Money and the SymbolMap.csv but for completeness it is ZA:SLM, but you would need to show ZM:Xxx 

Regards David