Groups
Groups
Sign in
Groups
Groups
Microsoft Money
Conversations
About
Send feedback
Help
Sort By Relevance
Sort By Date
1–30 of many
Cal Learner
, …
Tom Meyer
17
Dec 13
New version of F2O
WORKED.
PocketSense
. Thanks!!! > > > SiteName : FIDELITY > AcctType : INVSTMT > fiorg : fidelity.com > url : https://ofx.fidelity.com:443/ftgw/OFX/clients
unread,
New version of F2O
WORKED.
PocketSense
. Thanks!!! > > > SiteName : FIDELITY > AcctType : INVSTMT > fiorg : fidelity.com > url : https://ofx.fidelity.com:443/ftgw/OFX/clients
Dec 13
Cal Learner
2
Dec 12
Alert: Fidelity PocketSense Users: Do not do GetData today.
to use
PocketSense
for other FIs, having a batch file put the resulting OFX files into the
PocketSense
Imports folder would be good after the initial setup, experimenting, and testing
unread,
Alert: Fidelity PocketSense Users: Do not do GetData today.
to use
PocketSense
for other FIs, having a batch file put the resulting OFX files into the
PocketSense
Imports folder would be good after the initial setup, experimenting, and testing
Dec 12
Dharmendra
, …
Ameridan (microsoftmoneyoffline.wordpress.com)
5
Nov 30
Pocketsense setup
got the
pocketsense
zip package from >>> https://drive.google.com/file/d/0BzRkycxr1Q1jcUszMjNjS01pbVE/view?usp=share_link&resourcekey=0-NDshuPS8nuR0j8pp2PfAtA
unread,
Pocketsense setup
got the
pocketsense
zip package from >>> https://drive.google.com/file/d/0BzRkycxr1Q1jcUszMjNjS01pbVE/view?usp=share_link&resourcekey=0-NDshuPS8nuR0j8pp2PfAtA
Nov 30
aril
, …
Cal Learner
20
Dec 2
Vanguard/QFX Issues with Upgrade
to invoke
Pocketsense
save downloaded copies of OFX files >> since 03/14/2024 and Vanguard worked with
Pocketsense
last worked >> 02/15/2025. Janus and Fidelity are
unread,
Vanguard/QFX Issues with Upgrade
to invoke
Pocketsense
save downloaded copies of OFX files >> since 03/14/2024 and Vanguard worked with
Pocketsense
last worked >> 02/15/2025. Janus and Fidelity are
Dec 2
Harry Walden
, …
Mark Fields
10
Nov 24
No Dividend Yield Showing
use the
PocketSense
> scripts to download quotes. Other columns no longer work, because the data > for those is downloaded rather than computed from history and price quotes
unread,
No Dividend Yield Showing
use the
PocketSense
> scripts to download quotes. Other columns no longer work, because the data > for those is downloaded rather than computed from history and price quotes
Nov 24
Gaurav Kumar
, …
Cal Learner
22
Oct 17
MS money importing stock buy as mf buy
or with
PocketSense
is useful to me.
PocketSense
is useful for various credit cards, and is still working great for Fidelity-- but I recognize that direct ability is expected to be lost
unread,
MS money importing stock buy as mf buy
or with
PocketSense
is useful to me.
PocketSense
is useful for various credit cards, and is still working great for Fidelity-- but I recognize that direct ability is expected to be lost
Oct 17
Jeff Feit
, …
Doris Tomlin
7
Sep 28
OFX File Invalid/Corrupt
never tried
PocketSense
or the OFX Analyzer On Sun, Sep 28, 2025 at 12:22 AM Cal Learner wrote: > If only the bottom one had the problem, I would suspect the ampersand > could be the
unread,
OFX File Invalid/Corrupt
never tried
PocketSense
or the OFX Analyzer On Sun, Sep 28, 2025 at 12:22 AM Cal Learner wrote: > If only the bottom one had the problem, I would suspect the ampersand > could be the
Sep 28
Aaron Bilger
, …
Cal Learner
23
Sep 23
Too many accounts for transfers, later ones alphabetically lost?
Thanks so much for your extra experimentation to better clarify and quantify this bug!! On Tuesday, September 23, 2025 at 10:41:26 AM UTC-4 Cal Learner
unread,
Too many accounts for transfers, later ones alphabetically lost?
Thanks so much for your extra experimentation to better clarify and quantify this bug!! On Tuesday, September 23, 2025 at 10:41:26 AM UTC-4 Cal Learner
Sep 23
Cal Learner
, …
Ameridan (microsoftmoneyoffline.wordpress.com)
17
Sep 21
PocketSense and Fidelity -- The party ending soon? F2O?
server that
PocketSense
accesses for your >>>>>>> Fidelity transactions and prices. >>>>>>> >>>>>>>
Pocketsense
unread,
PocketSense and Fidelity -- The party ending soon? F2O?
server that
PocketSense
accesses for your >>>>>>> Fidelity transactions and prices. >>>>>>> >>>>>>>
Pocketsense
Sep 21
N G
, …
Dharmendra
5
Aug 21
Microsoft Money in Linux - 04June2025
you use
pocketsense
to either download your transaction files from your bank(s), import ofx/qfx files that you download from your bank(s) websites, or just retrieve quotes, you can
unread,
Microsoft Money in Linux - 04June2025
you use
pocketsense
to either download your transaction files from your bank(s), import ofx/qfx files that you download from your bank(s) websites, or just retrieve quotes, you can
Aug 21
N G
, …
Rakesh Shah
7
Jul 15
MS Money, MacOS 2Jul2025
working on
pocketsense
. I don't have any accounts that use > DirectConnect anymore so I can't test that, but my ofx/qfx files are > imported properly from the import
unread,
MS Money, MacOS 2Jul2025
working on
pocketsense
. I don't have any accounts that use > DirectConnect anymore so I can't test that, but my ofx/qfx files are > imported properly from the import
Jul 15
Cal Learner
Jun 26
PocketSense scrubber ideas for Payee consolidation
have made
PocketSense
scrubbers, and currently have some, with Fidelity being one FI that benefits. At some point I may get inspired to add payee consolidation to the incoming processing
unread,
PocketSense scrubber ideas for Payee consolidation
have made
PocketSense
scrubbers, and currently have some, with Fidelity being one FI that benefits. At some point I may get inspired to add payee consolidation to the incoming processing
Jun 26
Jeff Feit
, …
Tom Roberts
5
Jun 25
Bulk delete of unused payees?
making a
PocketSense
scrubber that would use Python >>> regex to modify transactions on the way in. Thus "ALDI .*" could be turned >>> into "ALDI
unread,
Bulk delete of unused payees?
making a
PocketSense
scrubber that would use Python >>> regex to modify transactions on the way in. Thus "ALDI .*" could be turned >>> into "ALDI
Jun 25
ajpoe17
,
N G
2
Jun 14
Pocketsense won't download transactions
interest for
pocketsense
on the Mac side I kept punting on finishing it. The problem is because of security with python3. There's a python library call Requests that the
pocketsense
unread,
Pocketsense won't download transactions
interest for
pocketsense
on the Mac side I kept punting on finishing it. The problem is because of security with python3. There's a python library call Requests that the
pocketsense
Jun 14
N G
, …
ajpoe17
103
Jun 14
Microsoft Money in Linux
on the
pocketsense
comments page, every >> so often it's probably good to start a new thread so it doesn't get too out >> of hand. Hopefully when we think msmoney
unread,
Microsoft Money in Linux
on the
pocketsense
comments page, every >> so often it's probably good to start a new thread so it doesn't get too out >> of hand. Hopefully when we think msmoney
Jun 14
Robin Paul
, …
Cal Learner
6
Jun 12
E*Trade Brokerage issues after enabling 2FA
- In
pocketsense
.blogspot.com it is handy to post as Anonymous, but when I do, I put "Cal Learner" as the last line. It makes it easier for people to follow or understand. On
unread,
E*Trade Brokerage issues after enabling 2FA
- In
pocketsense
.blogspot.com it is handy to post as Anonymous, but when I do, I put "Cal Learner" as the last line. It makes it easier for people to follow or understand. On
Jun 12
N G
, …
Rakesh Shah
79
Jul 18
MS Money, MacOS Edition
msmoneyquotes or
pocketsense
. I'm only > really using the basic accounting features of Money. I know I could > probably switch to other software, but Money is just so convenient
unread,
MS Money, MacOS Edition
msmoneyquotes or
pocketsense
. I'm only > really using the basic accounting features of Money. I know I could > probably switch to other software, but Money is just so convenient
Jul 18
N G
, …
Ameridan (microsoftmoneyoffline.wordpress.com)
138
Dec 20
MSMoney in Linux - Full Installer
work with
Pocketsense
, up to date. https://microsoftmoneyoffline.wordpress.com/2010/10/06/cal-learners-review-fidelity-401k-citi-card-and-vanguard-account-info
unread,
MSMoney in Linux - Full Installer
work with
Pocketsense
, up to date. https://microsoftmoneyoffline.wordpress.com/2010/10/06/cal-learners-review-fidelity-401k-citi-card-and-vanguard-account-info
Dec 20
N G
, …
Stephen Google
7
May 6
Why I still use MS Money
the *
Pocketsense
* scripts came out — and they were good enough to >>> bring me back. When *MSMoneyQuotes* was released in 2014 by Dan Gaier, >>> I knew I was back to
unread,
Why I still use MS Money
the *
Pocketsense
* scripts came out — and they were good enough to >>> bring me back. When *MSMoneyQuotes* was released in 2014 by Dan Gaier, >>> I knew I was back to
May 6
Cal Learner
Apr 18
I use a batch file to invoke PocketSense and maybe Money (of limited interest)
This will probably not be of interest to many. As part of the batch file, I currently use, I have lines that say *rem note || means if the first thing
unread,
I use a batch file to invoke PocketSense and maybe Money (of limited interest)
This will probably not be of interest to many. As part of the batch file, I currently use, I have lines that say *rem note || means if the first thing
Apr 18
N G
, …
Gerardus Doedee
119
Mar 29
MSMoney in Linux (and soon MacOS) 64-bit edition
Testing Linux_64bit_FullInstall_28Mar2025 OS: XUbuntu 22 VM, Fresh Install, updated via software updater (but nothing else) Installer package:
unread,
MSMoney in Linux (and soon MacOS) 64-bit edition
Testing Linux_64bit_FullInstall_28Mar2025 OS: XUbuntu 22 VM, Fresh Install, updated via software updater (but nothing else) Installer package:
Mar 29
Tom Roberts
, …
N G
7
Mar 14
Using MS Money under a new operating system
Hi Tom, If you want to try out Linux without modifying how Windows works then Virtualbox is the way. Virtualbox is just a program that creates a
unread,
Using MS Money under a new operating system
Hi Tom, If you want to try out Linux without modifying how Windows works then Virtualbox is the way. Virtualbox is just a program that creates a
Mar 14
Paul
,
Cal Learner
4
Mar 7
Section 19(a) Notice...How to keep track of them
download via
PocketSense
come in that way. >> >> Distributions sometime get recharacterized, and that might be in the >> following February. The changes as know
unread,
Section 19(a) Notice...How to keep track of them
download via
PocketSense
come in that way. >> >> Distributions sometime get recharacterized, and that might be in the >> following February. The changes as know
Mar 7
N G
, …
Gerardus Doedee
61
Mar 5
MSMoney in Linux, Creature Comfort Edition
Sorry, I brushed my touchpad and the last message was sent in progress....(jeez...) Anyway, yeah go ahead and see about getting winehq going. It will
unread,
MSMoney in Linux, Creature Comfort Edition
Sorry, I brushed my touchpad and the last message was sent in progress....(jeez...) Anyway, yeah go ahead and see about getting winehq going. It will
Mar 5
Cal Learner
Feb 23
Vanguard stopped providing a working Direct OFX server. Added Web download.
I checked was the same as the same transaction downloaded directly via
PocketSense
previously. If Fidelity follows the same path, I think there will not be a use for F2O.
unread,
Vanguard stopped providing a working Direct OFX server. Added Web download.
I checked was the same as the same transaction downloaded directly via
PocketSense
previously. If Fidelity follows the same path, I think there will not be a use for F2O.
Feb 23
V S
, …
Jonathan Casiot
18
Feb 21
Crypto Prices import thru MSM Quote
you use
Pocketsense
by any chance? It also has an option to >>>>>>>>>>>> pull quotes. If you treat your crypto as a stock within Money it will
unread,
Crypto Prices import thru MSM Quote
you use
Pocketsense
by any chance? It also has an option to >>>>>>>>>>>> pull quotes. If you treat your crypto as a stock within Money it will
Feb 21
N G
, …
Gerardus Doedee
84
Feb 22
New Home MSMoney Install Files for Linux
Ok, its probably a good practice. Thanks Kevin. On Wed, 19 Feb 2025, 15:24 -Kevin N, wrote: > Hi Tom, > > Closing on the Home screen was first
unread,
New Home MSMoney Install Files for Linux
Ok, its probably a good practice. Thanks Kevin. On Wed, 19 Feb 2025, 15:24 -Kevin N, wrote: > Hi Tom, > > Closing on the Home screen was first
Feb 22
Bill Hackney
, …
Stephen Google
7
Feb 18
Pricing source for UK government bonds (gilts)
currently a
Pocketsense
user (besides MSMoneyQuotes I've previously used hleofxquotes) so I'll gve that a try. It would be so much nicer to use an automated route rather than
unread,
Pricing source for UK government bonds (gilts)
currently a
Pocketsense
user (besides MSMoneyQuotes I've previously used hleofxquotes) so I'll gve that a try. It would be so much nicer to use an automated route rather than
Feb 18
Rakesh Shah
, …
Cal Learner
7
Feb 14
See all Ticker / Name Mapping...
use the
PocketSense
> scripts to download quotes. Most other columns will no longer work, > because the data for those is downloaded rather than computed from history > and
unread,
See all Ticker / Name Mapping...
use the
PocketSense
> scripts to download quotes. Most other columns will no longer work, > because the data for those is downloaded rather than computed from history > and
Feb 14
Lynn Henderson
,
Cal Learner
2
Jan 9
Vanguard OFX Access via PocketSense
//
pocketsense
.blogspot.com/2024/01/comments.html#comment-form On Thursday, January 9, 2025 at 7:27:24 PM UTC-6 lynn.he...@gmail.com wrote: > Has anyone else using
PocketSense
unread,
Vanguard OFX Access via PocketSense
//
pocketsense
.blogspot.com/2024/01/comments.html#comment-form On Thursday, January 9, 2025 at 7:27:24 PM UTC-6 lynn.he...@gmail.com wrote: > Has anyone else using
PocketSense
Jan 9