My Microsoft Money has stopped getting prices online

Gizmo70

I have previously looked at GNUCash, but it was very different from MS Money and didn't seem to have all the features I wanted (I cannot remember which ones now). I also looked at KMyMoney and it was more similar to MS Money, a few missing features but none that were that important. So a few years ago I switched to it, the hardest bit was transferring all my historical data across using QIF files. It took a few attempts before I was happy with the order and sorting out where KMyMoney had got confused trying to merge some duplicate transactions. It is available for Windows, Mac and Linux too.

Algie

If you google "Microsoft Money Plus Sunset" you should find a free "sunset" version, which was supplied by Microsoft when it ceased to support the product. It works fine for me on Windows 7, although I have to update portfolio prices manually. Also, I believe it is the US version, but this is not a problem for what I need it to do.

KGM_2

brewerdave wrote: »

I'm still using MS Money 99 on my Vista PC to reconcile current accounts and keep an account manually of my (few) shareholdings. Was going to buy a new PC running either Windows 7 or 8 til I read that neither will support MSM 99!!
Just praying that the existing machine will keep going til I can find a simple & cheap (preferably free!)alternative to the MS programme.

Hi brewerdave
As well as Sunset, there's also a free Money2005 version from Microsoft (download filename is Money2005-UK-QFE2.exe - google that and you should get a suitable download link, preferably on Microsoft website). This is a UK rather than US version (like Sunset).
I was running an old version of Money on XP, and moved to this when I got a Windows 7 PC. It imported my old Money file with no trouble. Just keep a backup copy of your existing one safe.
Automatic downloading of stock prices has stopped working a month or so ago. Need to enter these manually.
Hope this helps.

droopsnoot

brewerdave wrote: »

Was going to buy a new PC running either Windows 7 or 8 til I read that neither will support MSM 99!!

Assuming no licensing issues, you could probably run Vista (or some other OS that runs MSM99) under Virtual PC as a guest on your new computer, and run the older MSM on that.

sabretoothtigger

brewerdave wrote: »

alternative to the MS programme.

I use morningstar for shares. Its not perfect but handles capital gains ok enough and obviously updates prices, etc
Also unit trusts

You'd have to pay to get a downloadable copy though, its pretty good for free though

gecko40

take a look at stockmarketeye
the new release 3.1.1 is available for a 30 day free trial.
imports work for selected brokerages; at least quote updates work.

Linton

See here

This software picks up a portfolio from ft.com and generates an Msmoney OFX file which will automatically update prices. I have used it for a couple of years.

It does require a bit of preparation to get working neatly, but if you have a large portfolio of shares and/or funds it is well worth the effort.

Anyone needing advice on how to configure it send me a PM.

GazC_2

Like Linton above, I've just started using the HleOfxQuotes APP with price updates from ft.com. You have to set up a portfolio of shares/funds on ft.com. Then you can download your profile in CSV format. The APP takes this file and will directly import this to MsMoney. MsMoney creates a 'Dummy' account to take in the data and in doing so will update the share/fund prices of all respective investments. Took me about half a day to get this working and it works well apart from few of issues:

1. Can't find a simple way of updating an MsMoney Index such as the FTSE. ft.com will allow you to add the FTSE to your portfolio but the mapping.csv file does not appear to support Index's and so treats it as a Share/Fund. I have seen a workaround but this looses all historical Index values. Updating manually for now.

2. I've created my ft.com portfolio as 'watches' which means I don't have to enter all of the share/fund quantities. I'm not sure if this is anything to do with my issue but every import shows the transaction as a BUY and adds a small quantity (0.01 today) of shares to the 'Dummy' account. No big issue right now but eventually that Dummy account will be showing larger and larger values.

3. HleOfxQuotes indicates that it uses the 'QuoteDate & Time' field from the ft.com portfolio download. I was hoping this would update the MsMoney 'Last Updated' portfolio field, but it doesn't, even if I enter ft.com share quantities and the APP displays that it's read the Date/Time. Only a minor niggle.

Still using the APP keeps MsMoney functional for me.

Chargem

GazC wrote: »

Like Linton above, I've just started using the HleOfxQuotes APP with price updates from ft.com. You have to set up a portfolio of shares/funds on ft.com. Then you can download your profile in CSV format. The APP takes this file and will directly import this to MsMoney. MsMoney creates a 'Dummy' account to take in the data and in doing so will update the share/fund prices of all respective investments. Took me about half a day to get this working and it works well apart from few of issues:

1. Can't find a simple way of updating an MsMoney Index such as the FTSE. ft.com will allow you to add the FTSE to your portfolio but the mapping.csv file does not appear to support Index's and so treats it as a Share/Fund. I have seen a workaround but this looses all historical Index values. Updating manually for now.

2. I've created my ft.com portfolio as 'watches' which means I don't have to enter all of the share/fund quantities. I'm not sure if this is anything to do with my issue but every import shows the transaction as a BUY and adds a small quantity (0.01 today) of shares to the 'Dummy' account. No big issue right now but eventually that Dummy account will be showing larger and larger values.

3. HleOfxQuotes indicates that it uses the 'QuoteDate & Time' field from the ft.com portfolio download. I was hoping this would update the MsMoney 'Last Updated' portfolio field, but it doesn't, even if I enter ft.com share quantities and the APP displays that it's read the Date/Time. Only a minor niggle.

Still using the APP keeps MsMoney functional for me.

There's a HleOfxQuotes page specifically for UK users that may fix your date and increment problems (although from the wording of the page, it would appear that if you use MM 2005 then you are stuck with increment problem):

https://code.google.com/p/hle-ofx-quotes/wiki/UKUsers

Regarding the index tracking issue, could you just add an FTSE100 tracker fund to your watch list which has low tracking error and use this as an approximation for the movement of the index?

GazC_2

Hi Chargem. Thanks for the reply. I'd already gone through the HleOfxQuotes UK help page. Nothing I could spot regarding date/time.

I could also use the actual FTSE index within my ft.com portfolio. MS Money will treat this as a share price and will try to create an investment for it. IE it will treat it as a 'Share' and not an 'Index'. Maybe I'll import it as a share and just face the fact that there is no historical FTSE data.