Anyone know a service that updates prices in MS Money?

Since my online membership has expired and I can't renew my MS Money Premium 
Plus subscription, I'm looking for another way to get stock quotes into MS 
Money. I know I can download my broker statements directly into MS Money but 
there's too many faults with the process and I like to manage input myself.  

I'm going to try to stretch out Money as long as I can as I have an 
investment eco-system built around it by dumping Money data into Excel via an 
Excel add-on and then I can massage the data any way I want in MS Access.

I appreciate any ideas.

Thanks,

Miles
0
Miles (62)
8/15/2009 3:04:03 PM
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In microsoft.public.money, Miles wrote:

>Since my online membership has expired and I can't renew my MS Money Premium 
>Plus subscription, I'm looking for another way to get stock quotes into MS 
>Money. I know I can download my broker statements directly into MS Money but 
>there's too many faults with the process and I like to manage input myself.  

There are too many faults with getting an OFX file from your
broker's web site? That sounds odd.

>
>I'm going to try to stretch out Money as long as I can as I have an 
>investment eco-system built around it by dumping Money data into Excel via an 
>Excel add-on and then I can massage the data any way I want in MS Access.
>
>I appreciate any ideas.

If you could fabricate your own OFX file, you could put quote data
into an OFX file, and File->Import that file. It's not simple to
figure out, but it is doable.

 
0
via_newsgroup (13114)
8/15/2009 3:36:28 PM
Cal,

By faults, I mean it doesn't handle certain transactions properly when 
downloading into either MS Money or Quicken, including options - 
buying/selling, opening and closing.  So I would have to spend real time 
correcting these.  The quotes on equities are fine.  But the options aren't 
handled well.

What's the next step in creating an OFX file?  Again, I just need equity 
quotes, not bonds, not options.  It's easy to download quotes into Excel but 
I don't know how to get those into MS Money.

Thanks,

Miles

"Cal Learner-- MVP" wrote:

> In microsoft.public.money, Miles wrote:
> 
> >Since my online membership has expired and I can't renew my MS Money Premium 
> >Plus subscription, I'm looking for another way to get stock quotes into MS 
> >Money. I know I can download my broker statements directly into MS Money but 
> >there's too many faults with the process and I like to manage input myself.  
> 
> There are too many faults with getting an OFX file from your
> broker's web site? That sounds odd.
> 
> >
> >I'm going to try to stretch out Money as long as I can as I have an 
> >investment eco-system built around it by dumping Money data into Excel via an 
> >Excel add-on and then I can massage the data any way I want in MS Access.
> >
> >I appreciate any ideas.
> 
> If you could fabricate your own OFX file, you could put quote data
> into an OFX file, and File->Import that file. It's not simple to
> figure out, but it is doable.
> 
>  
> 
0
Miles (62)
8/15/2009 7:58:01 PM

Cal,
I manually download my OFX file from my credit union, and import it
into Money 2007 Deluxe. It automatically is imported into my checking
account without my specifying the account. If I am able to fabricate
my own OFX file, how will I be able to specify a import  into my
portfolio section to update my stock (actually mutual funds) prices?
--------------------------------------------------------

On Sat, 15 Aug 2009 10:36:28 -0500, Cal Learner-- MVP
 <via_newsgroup@please.tnx> wrote:

>In microsoft.public.money, Miles wrote:
>
>>Since my online membership has expired and I can't renew my MS Money Premium 
>>Plus subscription, I'm looking for another way to get stock quotes into MS 
>>Money. I know I can download my broker statements directly into MS Money but 
>>there's too many faults with the process and I like to manage input myself.  
>
>There are too many faults with getting an OFX file from your
>broker's web site? That sounds odd.
>
>>
>>I'm going to try to stretch out Money as long as I can as I have an 
>>investment eco-system built around it by dumping Money data into Excel via an 
>>Excel add-on and then I can massage the data any way I want in MS Access.
>>
>>I appreciate any ideas.
>
>If you could fabricate your own OFX file, you could put quote data
>into an OFX file, and File->Import that file. It's not simple to
>figure out, but it is doable.
>
> 

0
JohnGilford
8/15/2009 9:57:18 PM
Cal,
FYI, it is not odd that there can be lots of problems with the working of 
OFX files due to mistakes of investment firms.  For example, I cannot 
download statements from my broker, Merrill Lynch, because they 
misclassified a Nuveen Municipal Bond Fund as a stock.  Because of that 
misclassification the OFX will not import any of my stocks and funds held at 
Merrill into Money.  I have to enter my transactions by hand.  (Note that I 
tried to change the classification in Money of the fund to a stock, but that 
would not work as there was no way of handling the Capital Gains 
distributions).

I also have shares in two funds in a Mutual Fund company.  The company's 
servers insists on downloading each fund to a separate account.  Not the way 
Money works, so I have to enter those transactions by hand as well.
-- 
Peace,
BobJ

"Cal Learner-- MVP" <via_newsgroup@please.tnx> wrote in message 
news:j9ld85tgic510416ffb195qmsqe9kj55fm@4ax.com...
> In microsoft.public.money, Miles wrote:
>
>>Since my online membership has expired and I can't renew my MS Money 
>>Premium
>>Plus subscription, I'm looking for another way to get stock quotes into MS
>>Money. I know I can download my broker statements directly into MS Money 
>>but
>>there's too many faults with the process and I like to manage input 
>>myself.
>
> There are too many faults with getting an OFX file from your
> broker's web site? That sounds odd.
>
>>
>>I'm going to try to stretch out Money as long as I can as I have an
>>investment eco-system built around it by dumping Money data into Excel via 
>>an
>>Excel add-on and then I can massage the data any way I want in MS Access.
>>
>>I appreciate any ideas.
>
> If you could fabricate your own OFX file, you could put quote data
> into an OFX file, and File->Import that file. It's not simple to
> figure out, but it is doable.
>
> 


0
Privacy1 (389)
8/16/2009 3:36:02 AM
Again, does anyone know of a service that will allow me to import stock 
quotes into MS Money, separate of my broker?  I wonder if there's a program 
that will allow me to set up stocks and quotes in Excel (easy) and then save 
it in a format (OFX?) that can then be imported into MS Money.

Thanks,

Miles

"Marilyn & Bob" wrote:

> Cal,
> FYI, it is not odd that there can be lots of problems with the working of 
> OFX files due to mistakes of investment firms.  For example, I cannot 
> download statements from my broker, Merrill Lynch, because they 
> misclassified a Nuveen Municipal Bond Fund as a stock.  Because of that 
> misclassification the OFX will not import any of my stocks and funds held at 
> Merrill into Money.  I have to enter my transactions by hand.  (Note that I 
> tried to change the classification in Money of the fund to a stock, but that 
> would not work as there was no way of handling the Capital Gains 
> distributions).
> 
> I also have shares in two funds in a Mutual Fund company.  The company's 
> servers insists on downloading each fund to a separate account.  Not the way 
> Money works, so I have to enter those transactions by hand as well.
> -- 
> Peace,
> BobJ
> 
> "Cal Learner-- MVP" <via_newsgroup@please.tnx> wrote in message 
> news:j9ld85tgic510416ffb195qmsqe9kj55fm@4ax.com...
> > In microsoft.public.money, Miles wrote:
> >
> >>Since my online membership has expired and I can't renew my MS Money 
> >>Premium
> >>Plus subscription, I'm looking for another way to get stock quotes into MS
> >>Money. I know I can download my broker statements directly into MS Money 
> >>but
> >>there's too many faults with the process and I like to manage input 
> >>myself.
> >
> > There are too many faults with getting an OFX file from your
> > broker's web site? That sounds odd.
> >
> >>
> >>I'm going to try to stretch out Money as long as I can as I have an
> >>investment eco-system built around it by dumping Money data into Excel via 
> >>an
> >>Excel add-on and then I can massage the data any way I want in MS Access.
> >>
> >>I appreciate any ideas.
> >
> > If you could fabricate your own OFX file, you could put quote data
> > into an OFX file, and File->Import that file. It's not simple to
> > figure out, but it is doable.
> >
> > 
> 
> 
> 
0
Miles (62)
8/17/2009 1:41:01 PM
In microsoft.public.money, Miles wrote:

>Again, does anyone know of a service that will allow me to import stock 
>quotes into MS Money, separate of my broker?  I wonder if there's a program 
>that will allow me to set up stocks and quotes in Excel (easy) and then save 
>it in a format (OFX?) that can then be imported into MS Money.

Not yet. 


>
>Thanks,
>
>Miles
>
>"Marilyn & Bob" wrote:
>
>> Cal,
>> FYI, it is not odd that there can be lots of problems with the working of 
>> OFX files due to mistakes of investment firms.  For example, I cannot 
>> download statements from my broker, Merrill Lynch, because they 
>> misclassified a Nuveen Municipal Bond Fund as a stock.  Because of that 
>> misclassification the OFX will not import any of my stocks and funds held at 
>> Merrill into Money.  I have to enter my transactions by hand.  (Note that I 
>> tried to change the classification in Money of the fund to a stock, but that 
>> would not work as there was no way of handling the Capital Gains 
>> distributions).
>> 
>> I also have shares in two funds in a Mutual Fund company.  The company's 
>> servers insists on downloading each fund to a separate account.  Not the way 
>> Money works, so I have to enter those transactions by hand as well.
>> -- 
>> Peace,
>> BobJ
>> 
>> "Cal Learner-- MVP" <via_newsgroup@please.tnx> wrote in message 
>> news:j9ld85tgic510416ffb195qmsqe9kj55fm@4ax.com...
>> > In microsoft.public.money, Miles wrote:
>> >
>> >>Since my online membership has expired and I can't renew my MS Money 
>> >>Premium
>> >>Plus subscription, I'm looking for another way to get stock quotes into MS
>> >>Money. I know I can download my broker statements directly into MS Money 
>> >>but
>> >>there's too many faults with the process and I like to manage input 
>> >>myself.
>> >
>> > There are too many faults with getting an OFX file from your
>> > broker's web site? That sounds odd.
>> >
>> >>
>> >>I'm going to try to stretch out Money as long as I can as I have an
>> >>investment eco-system built around it by dumping Money data into Excel via 
>> >>an
>> >>Excel add-on and then I can massage the data any way I want in MS Access.
>> >>
>> >>I appreciate any ideas.
>> >
>> > If you could fabricate your own OFX file, you could put quote data
>> > into an OFX file, and File->Import that file. It's not simple to
>> > figure out, but it is doable.
>> >
>> > 
>> 
>> 
>> 
0
via_newsgroup (13114)
8/17/2009 3:59:38 PM
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