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Cal Learner
, …
Tom Roberts
6
Mar 26
A Tip for those using Favorite Reports.
You have likely tried this already. But after opening up your report, clicking CUSTOMIZE on the left,
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A Tip for those using Favorite Reports.
You have likely tried this already. But after opening up your report, clicking CUSTOMIZE on the left,
Mar 26
Cal Learner
, …
-Kevin N
92
Mar 24
A free Fidelity to OFX converter from Cal Learner (fidcsv3 or F2O name subject to change)
Hi Cal, I don't use the Fidelity scrubber. I track all MMF transactions. Could the asterisks be
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A free Fidelity to OFX converter from Cal Learner (fidcsv3 or F2O name subject to change)
Hi Cal, I don't use the Fidelity scrubber. I track all MMF transactions. Could the asterisks be
Mar 24
John Mohan
, …
Dick Watson
5
Mar 22
Library routines to read MSISAM database
Also, FWIW, we must be touching on some magic words in posts on this thread as two posts have now
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Library routines to read MSISAM database
Also, FWIW, we must be touching on some magic words in posts on this thread as two posts have now
Mar 22
Leonardo H. M
, …
Ameridan (microsoftmoneyoffline.wordpress.com)
14
Mar 22
Transfer out activity is closing my position
Dick stated: You've confirmed that Money is broken in how it handles this edge case of the same
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Transfer out activity is closing my position
Dick stated: You've confirmed that Money is broken in how it handles this edge case of the same
Mar 22
Cal Learner
, …
joe dempsey
5
Mar 18
N/A Ann. Ret. (Total Annualized Return) in Portfolio
I also just live with it. I have thought of replacing some actual transactions with some that give a
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N/A Ann. Ret. (Total Annualized Return) in Portfolio
I also just live with it. I have thought of replacing some actual transactions with some that give a
Mar 18
Tom Roberts
2
Mar 17
Fwd: Create your own Help Screens in Msmoney
Forgot to attach the images On Sun, Mar 17, 2024 at 10:59 PM Tom Roberts <tomandrewroberts@gmail.
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Fwd: Create your own Help Screens in Msmoney
Forgot to attach the images On Sun, Mar 17, 2024 at 10:59 PM Tom Roberts <tomandrewroberts@gmail.
Mar 17
Cal Learner
Mar 12
The F2O F2O_DB.csv Database File (optional discussion)
The F2O_DB.csv file is prepared and updated by F2O_DBgather.py. As long as Fidelity still provides
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The F2O F2O_DB.csv Database File (optional discussion)
The F2O_DB.csv file is prepared and updated by F2O_DBgather.py. As long as Fidelity still provides
Mar 12
Jana
, …
Ameridan (microsoftmoneyoffline.wordpress.com)
11
Mar 11
Cash Flow Stopped Working
Chris, I tacked on tonight's comment onto the article I posted as a reference page that you
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Cash Flow Stopped Working
Chris, I tacked on tonight's comment onto the article I posted as a reference page that you
Mar 11
Ellen S
,
Ameridan (microsoftmoneyoffline.wordpress.com)
7
Feb 21
investment-ticker mishaps
I am reporting on my efforts to resolve the problem of dropped security tickers. My journey was
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investment-ticker mishaps
I am reporting on my efforts to resolve the problem of dropped security tickers. My journey was
Feb 21
Tom Roberts
, …
Bob Smiley
6
Feb 15
Money boot up screen
Yes!!! I could reproduce the issue by changing the Start with this Page option to "Planning Home
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Money boot up screen
Yes!!! I could reproduce the issue by changing the Start with this Page option to "Planning Home
Feb 15
Mark Fields
, …
Cal Learner
11
Feb 8
Memory error
Thank you. I remember that discussion because I noticed it myself a few years ago on Windows 10, but
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Memory error
Thank you. I remember that discussion because I noticed it myself a few years ago on Windows 10, but
Feb 8
joe dempsey
, …
Tom Roberts
12
Feb 3
Ultrasoft Money Link in with Microsoft Money and Windows 11
FYI - still waiting to hear back on this but sent a reminder today. On Sat, Jan 20, 2024 at 5:04 PM
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Ultrasoft Money Link in with Microsoft Money and Windows 11
FYI - still waiting to hear back on this but sent a reminder today. On Sat, Jan 20, 2024 at 5:04 PM
Feb 3
Ellen S
, …
Tom Roberts
28
Feb 3
Pocketsense re-install hiccup
I have worked with Phillip at iCreateOFX for the past few days and he has done a satisfactory job
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Pocketsense re-install hiccup
I have worked with Phillip at iCreateOFX for the past few days and he has done a satisfactory job
Feb 3
Tom Roberts
, …
Ellen S
12
Feb 2
MNY file
I am happy to report that reinstalling Money solved the crashing problem, all data files seem OK--no
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MNY file
I am happy to report that reinstalling Money solved the crashing problem, all data files seem OK--no
Feb 2
Cal Learner
Jan 31
fset.bat for PocketSense users with Fidelty accounts.
fset.bat is a Windows batch file with two types of user in mind: 1. People not so sure they want to
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fset.bat for PocketSense users with Fidelty accounts.
fset.bat is a Windows batch file with two types of user in mind: 1. People not so sure they want to
Jan 31
Cal Learner
, …
-Kevin N
19
Jan 27
What if the Fidelity OFX server goes away for PocketSense users?
I am working on a program that will produce *.ofx files for Fidelity. For PocketSense users, at some
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What if the Fidelity OFX server goes away for PocketSense users?
I am working on a program that will produce *.ofx files for Fidelity. For PocketSense users, at some
Jan 27
Tom Roberts
, …
Ellen S
31
Jan 26
xls to qif
Also, Dan, yes, I know I can save xls as csv, but as you said, "if you're happy with the
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xls to qif
Also, Dan, yes, I know I can save xls as csv, but as you said, "if you're happy with the
Jan 26
Ellen S
, …
-Kevin N
8
Jan 25
How to download BRK.B price with Pockesense
You're welcome. I'm glad to hear that it worked. Thank you for reporting back with your
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How to download BRK.B price with Pockesense
You're welcome. I'm glad to hear that it worked. Thank you for reporting back with your
Jan 25
Tom Roberts
, …
Cal Learner
4
Jan 22
investment downloads from Toronto Dominion Bank Canada
Waterhouse, and later TDWaterhouse broker had OFX servers. The oldest IP I recorded for ofx1.
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investment downloads from Toronto Dominion Bank Canada
Waterhouse, and later TDWaterhouse broker had OFX servers. The oldest IP I recorded for ofx1.
Jan 22
Stephen Google
,
Cal Learner
7
Jan 22
Can't Reset Some Reports to Defaults
No doubt the Star Trek Artificial Idiot will report the diagnostic result of 42! On Monday 22 January
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Can't Reset Some Reports to Defaults
No doubt the Star Trek Artificial Idiot will report the diagnostic result of 42! On Monday 22 January
Jan 22
bobby bob
, …
Cal Learner
4
Jan 22
MS Money Plus Delux - expense report sorting
" The best strategy is to "Export to Excel" which generates a csv file that can be
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MS Money Plus Delux - expense report sorting
" The best strategy is to "Export to Excel" which generates a csv file that can be
Jan 22
Jana
, …
S P
11
Jan 21
Wells Fargo Bank imports into MS Money Sunet
I discovered the following over the holidays: If I download the qfx file from Wells Fargo website
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Wells Fargo Bank imports into MS Money Sunet
I discovered the following over the holidays: If I download the qfx file from Wells Fargo website
Jan 21
P O
, …
Cal Learner
13
Jan 17
New member-query
" I keep the installation disks for MS Money safe. " If that is for Money 2005, do not use
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New member-query
" I keep the installation disks for MS Money safe. " If that is for Money 2005, do not use
Jan 17
bobby bob
Jan 17
test
test
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test
test
Jan 17
S P
, …
joe dempsey
13
Jan 13
US security prices update
Tools / Settings / Program Settings / Update Currencies On Saturday, January 13, 2024 at 8:09:38 AM
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US security prices update
Tools / Settings / Program Settings / Update Currencies On Saturday, January 13, 2024 at 8:09:38 AM
Jan 13
Elias N
,
Cal Learner
3
Jan 11
Missing Category Info: Importing QIFs into MS Money
Brilliant - thank you, Cal! Importing the QIF as a recovered account did the trick. Money seems to
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Missing Category Info: Importing QIFs into MS Money
Brilliant - thank you, Cal! Importing the QIF as a recovered account did the trick. Money seems to
Jan 11
Cal Learner
,
Ameridan (microsoftmoneyoffline.wordpress.com)
5
Jan 7
For PocketSense users who download Fidelity OFX files
Since it is easy to export all positions for all of your Schwab accounts as well, I'm going to
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For PocketSense users who download Fidelity OFX files
Since it is easy to export all positions for all of your Schwab accounts as well, I'm going to
Jan 7
S P
,
Cal Learner
4
Jan 6
"Change in Market Value" transactions in Fidelity NetBenefits 401k accounts
Upon further thought, I know that is not what you were looking for. On Saturday, January 6, 2024 at 6
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"Change in Market Value" transactions in Fidelity NetBenefits 401k accounts
Upon further thought, I know that is not what you were looking for. On Saturday, January 6, 2024 at 6
Jan 6
Shashikanth Prabhakar
, …
Tom Roberts
8
Jan 6
hleofxquotes (v326) Statement download and import issues/questions
Happy New Year to everyone. I was wondering if hleofxquotes or anyone with knowledge/experience with
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hleofxquotes (v326) Statement download and import issues/questions
Happy New Year to everyone. I was wondering if hleofxquotes or anyone with knowledge/experience with
Jan 6
Ian Musgrave
,
Cal Learner
3
Jan 5
Further assistance for Chris (user on Ameridan's MSMoneyQuotes blog)
Hi Cal, Appreciate your thoughts on this... it is certainly a mystery. Chris would need to check out
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Further assistance for Chris (user on Ameridan's MSMoneyQuotes blog)
Hi Cal, Appreciate your thoughts on this... it is certainly a mystery. Chris would need to check out
Jan 5