Comments

 This is just a continuation of the last post for new discussion, so comments don't roll off the (strange) site limit of 200 per page :|

Quotes update v2

An updated version is available that uses the v10 Yahoo quote service, including support for session cookies.  As before, comment (#) out the yahooURL option in sites.dat (i.e., do not use the custom yahooURL option... well, unless it matches the default v10 service, or alternatively the v6 service).

Download:  ofxpy_pocketsense.zip [last updated 7/20/2023 4:48pm EST]

If you haven't updated in a while, be aware that the requests package is required.  See step #1 in the Install & Setup instructions for more info.

NOTE:  The quotes script now establishes a session with the Yahoo server and stores the security token (cookie) locally until it expires.  Testing indicates that the method works with both the v10 (default) and v6 services, at least for now.  You'll notice that a new file named cookies.dat is created.  If this file is deleted, a new session token will be requested, otherwise it's reused until expiration.

-Robert

Update for Quotes

A new version of the scripts is available that uses the v10 Yahoo quote service.  I did very limited testing, so comment if a symbol fails.  Other than updating the script package, you will also need to comment (#) out the yahooURL option in sites.dat (i.e., do not use the custom yahooURL option... well, unless it matches the new default v10 service).

Download:  ofxpy_pocketsense.zip [last updated 6/23/2024 10:30am EST]

Required:   Disable (#comment out) the yahooURL option in sites.dat.

If you haven't updated in a while, be aware that the requests package is also required.  See step #1 in the Install & Setup instructions for more info.

-Robert

UPDATES:

6-22-2023:  Logging functionality added.  A log file is now created for the GETDATA and SETUP scripts (i.e., getdata.log and setup.log).  An important note is that enabling Debug (via control2.py) will write complete ofx messages to the associated log, including full request and response packets.  This means that sensitive data typically found in ofx messages may be written to a log when Debug is enabled (e.g., username and/or password).  A warning message will be shown when starting either script if an ofx username or password field is found in the log, as a reminder. It is recommended that log files be deleted after using Debug mode to start fresh with empty logs, since standard (non-debug) logging does not contain sensitive info.  Needless to say, do NOT share log files without sanitizing.

At a crossroad

Comments for the last post had extended beyond ~200, so starting a new thread.  The theme de jour in recent discussion is that support for ofx is fading quick, and how it impacts the continued use of Money.  It's not an easy decision if, like me, you have decades of transactions in Money and generally find it to be easy, functional and super reliable.

Being a long time Discover user, I was recently pushed to "do something", which led to writing a csv-2-ofx converter while also doing a bit of custom scripting to migrate my entire Money history into Excel as a "plan B".  While both paths proved successful, I can say with certainty that tracking things in a spreadsheet doesn't match the double-entry accounting of Money and the built-in checks & balances it provides.  Not close, really.  The benefit it offers, though, is flexibility for viewing/analyzing the data to your hearts content (for those who like numbers and spreadsheets, that is).  There's also the obvious benefit of using supported software with a large user base, vs a very small (and ever shrinking) pool of ardent MS-Money users like ourselves ;)

That said... this is really just a new post for comments, should there be any.

-Robert

DEV Testing (continued)

The DEV post below exceeded the 200 comment limit, so this is a continuation for easier commenting.  See post below for info and link to latest DEV version.  It's been in use long enough that I need to just push it along, 

- Robert

DEV testing

This post is for the purpose of testing the latest DEV version and tracking comments.  It includes a few updates, including an attempt at adding support for USAA.  It adds a new dependency named Requests that may not be included in base python distributions.  

Unfortunately, I can't give exact instructions for installing python dependencies, since it varies by distribution and install options.  Some already include it, such as ActiveState and Anaconda.  Generally, I recommend the ActiveState Python 2.7 distribution for general purpose use, which includes Requests by default, plus a number of other popular community-developed packages.

Generally, the following command will install the package for a lightweight/basic python installation.  From a command prompt (1):

pip install requests

The scripts require Python 2.7.x, where x should be above 11.  I'm currently using 2.7.15.  The following link will be active for the duration of this post, and any reference I give to the current "dev version" means the following:

Download --> DEV Version using Requests

- Robert

(1)  If the python installation isn't in your system cmd path, then you will need to open the command prompt in the folder where it's installed.

Change Log:

Comments

 Comments on the last post were getting a bit long, so this is just a placeholder to start a new comment thread.

- Robert