As a continuation from the last blog I have PocketSense back up and running in Microsoft Money since getting my computer hacked last week. Thanks everyone for the help!
One thing I'm still having a problem with. I had the same problem in January when I did a clean install and solved it but should have kept notes on what I did.
Under Favorites/Favorite Web Sites I had a link named Update Prices that I would click and it would run Getdata.py - Shortcut. It pointed to file:///D:/Microsoft%20Money/OFX%20Scripts/Getdata.py - Shortcut.lnk. For the life of me I cannot get that link saved under Favorite Web Sites. I do have a shortcut D:\Microsoft Money\OFX Scripts but it just opens the folder in Microsoft Money.
Where are these Favorite Web Sites stored? I believe many years ago they were stored in Internet Explorer. Maybe that would help me solve this. Thanks!
I have the Windows Firewall prevent Microsoft Money from accessing outside servers. That is to prevent Money from waiting for servers that are gone. If you did that, that might or might not mess up the process.
I have some notes on some previous discussions we have, but I cannot find those discussions. Joe: I did some experimenting, and I am having trouble posting what I want to describe. Let me say I did put a link into favorites, and it appeared in into folder "%USERPROFILE%\Favorites\Financial Links"
The entry was the file type described in https://fileinfo.com/extension/url
See if http://pocketsense.blogspot.com/2025/03/comments-continued.html#comment-form helps. There are steps about getting an entry into place. I think you are already aware of the info in http://moneymvps.org/faq/article/352.aspx
Also consider having the shortcut point to a *.bat file rather than the GetDat.py file. In that batch file, start with a CD (change directory) to the folder that contains your PocketSense files.
I have a file called lines.txt in my PocketSense folder. This contains at least 4 blank lines. Then I invoke getdata with this line in the batch file: getdata.py < lines.txt That causes getdata.py to run to completion, taking all of the defaults, rather than waiting for a response. It presses the Enter key for me up to 4 times.
One of my batch files starts Money with this line in a batch file: start "" /D "C:\Program Files (x86)\Microsoft Money Plus\MNYCoreFiles" msmoney.exe
That line starts Money, but does not wait until the process ends before continuing on with the rest of the batch file. That would be appropriate for starting Money but not for invoking GetData I think.
The other thread is locked, but I wanted to say thank you Robert for this idea. I often forget to add a file to the imports folder before running the script as well and came to look in the comments for an answer to the same question. Ideally there would be an option to only process the imports folder, but it's a great workaround.
AnonymousFebruary 17, 2025 at 11:54 AM Hi Folks,
Is there a way to manually run the scrubber on files in the import folder? With the recent Amex change, I occasionally forget to download the OFX from Amex prior to running Getdata, so I'm looking for a way to do that part of the Getdata processing without doing all of the other accounts and downloads again.
Thanks!
Replies
Robert February 17, 2025 at 12:01 PM There's no setting to do it... however, you can create a new folder with a fresh copy of the scripts, and not configure any accounts, etc. Run setup once, and then getdata to process imports as needed.
Ah. We did it! Thanks, everybody, for pointing me in the right direction. In "%USERPROFILE%\Favorites\Financial Links" was my shortcut Update which would take me to my OFX Scripts file but not run Getdate.py - Shortcut. By right clicking on that shortcut, going to properties and changing the URL: to file:///D:/Microsoft%20Money/OFX%20Scripts/Getdata.py - Shortcut.lnk it now works.
That is, in Money, I can now go to Favorites>Favorite Web Sites and just click on Update to run Getdata.py.
Now another comment. When my computer was hacked the hacker was actually on my computer. Isn't it a concern that ofx_config.cfg has your user names and passwords and can just be opened with a text editor?
Yes. Change all of those passwords at a minimum, and changing your usernames would be a good move too.
PocketSense offers the option to encrypt that file, and require you to enter a password each time. I don't encrypt myself, and when I change password, I tend to modify ofx_config.cfg with Notepad++.
Good morning. Thanks for helping me with MS money quote update. For some reason, MS Money won't update any of my portfolio after python script run (script run fine, money open up fine and will stated update completed, but not a single ticker got updated). I deleted the "getdata.txt" and try the script again, same result. Any suggestion?
I'm using Pocketsense with Python 2.7.18 for downloads from Fidelity and Regions Bank. On another machine I'm using Pocketsense with Python 3.10.12 for the same financial institutions. The Python 3 version of Pocketsense I downloaded from Github https://github.com/magnuspyke/ofxscripts
Up until several days ago both were working as expected. Recently though, the Python3 version throws an OFX error with Regions Bank. It continues to work as expected with Fidelity.
The Python 2 version works as expected with both Regions Bank & Fidelity.
Does anyone have any ideas as to why the scripts may be erroring out for Regions with the Python 3 version but not the Python 2 version?
Pocketsense using Python 2 with Regions Bank requires the User Agent setting in sites.dat to be set to userAgent: none
Apparently, Pocketsense using Python3 with Regions Bank now requires the User Agent setting in sites.dat to be set to the actual User Agent. e.g. userAgent: Mozilla/5.0 (Windows NT 10.0; Win64; x64) AppleWebKit/537.36 (KHTML, like Gecko) Chrome/136.0.0.0 Safari/537.36 Edg/136.0.0.0
An easy way the glean your particular User Agent is from https://whatmyuseragent.com/
I haven't used the python3 scripts, but curious if the default user agent would have worked. If useragent is set to none, then it's not defined at all. If it's omitted (i.e., not defined for the site entry), it defaults to "InetClntApp/3.0".
@Robert, I had first tried commenting out the entire userAgent line from sites.dat. I just now tried simply leaving userAgent entry blank. Both settings error out testing the account in Setup.py. Plunk the userAgent back in and it works as expected.
Since it worked as expected up until a few days ago with userAgent set to none; I can only assume that Regions Bank is tinkering with things.
Anyone having issues with E*Trade Brokerage? Since early May, it only seems to work sometimes. I’ve tried running setup again and it won’t even accept my login credentials now. I’ve opened a ticket with E*Trade, but I’m skeptical of their support for this issue. Any help would be greatly appreciated.
Thanks! Still can't get it to work with your settings. Are you using your regular login and password and 9-digit account number? I enabled third-party data access in etrade security setting, anything else I'm missing?
Yes using regular login and password and 9-digit account number. It was working just fine before 1 May. I don't know if they changed something or if this is happening because i enabled 2FA.
Thanks. I haven't enabled 2FA yet since I wanted to make sure ofx download works first. So now I can't be sure if it's my config or some issue on their end. Would you please post here if it starts working again for you?
Would you mind telling me the number of characters in your password? Also are there any special characters? Around this same time, I changed the length of my password to 24 characters
Today I suddenly started getting the following errors, nothing has changed on my setup in months. Any suggestions? I am ONLY getting stock quotes:
PocketSense OFX Download Python Scripts, Ver: 2023-Jul-20 Download transactions? (Y/N/I=Interactive) [Y] Y Default download interval= 7 days No accounts have been configured. Run SETUP.PY to add accounts Searching .\import\ for statements to import Fetching new Yahoo Finance cookie Traceback (most recent call last): File "getdata.py", line 195, in status, quoteFile1, quoteFile2, htmFileName = quotes.getQuotes() File "C:\Users\timpe\OneDrive\MS Money\pocketsense\quotes.py", line 412, in getQuotes yahooSession, yahooCrumb = getYahooSession() File "C:\Users\timpe\OneDrive\MS Money\pocketsense\quotes.py", line 357, in getYahooSession response = requests.get("https://fc.yahoo.com", headers=headers, allow_redirects=True) File "C:\Python27\lib\site-packages\requests\api.py", line 75, in get return request('get', url, params=params, **kwargs) File "C:\Python27\lib\site-packages\requests\api.py", line 61, in request return session.request(method=method, url=url, **kwargs) File "C:\Python27\lib\site-packages\requests\sessions.py", line 529, in request resp = self.send(prep, **send_kwargs) File "C:\Python27\lib\site-packages\requests\sessions.py", line 645, in send r = adapter.send(request, **kwargs) File "C:\Python27\lib\site-packages\requests\adapters.py", line 519, in send raise ConnectionError(e, request=request) requests.exceptions.ConnectionError: HTTPSConnectionPool(host='fc.yahoo.com', port=443): Max retries exceeded with url: / (Caused by NewConnectionError(': Failed to establish a new connection: [Errno 11004] getaddrinfo failed',))
I just migrated from a Windows 10 computer to a Windows 11 computer. I did a fresh install of Money Sunset on the Windows 11 computer. The only minor issue is the status bar on the bottom of the Portfolio page does not display any selection options when you open the setup dialogue box menu. The drop down box is blank. I uninstalled and reinstalled Money with no change. Any thoughts? Pocketsense migrated flawlessly. Thanks Robert.
From the options displayed on the left side of the Portfolio Manager page, select 'Change portfolio settings'. In the resulting window, select the 'Status Bar' tab. Here you can choose to display the Status Bar and select the 3 options to add to it. -Kevin N.
Kevin N. Thanks for the response, however, that is the problem. When i navigate to the State Bar tab when I select the drop drop tab they are blank, that is there is nothing to select.
Try this and see if it helps... Select 'Change portfolio view' from the options on the left side of the Portfolio Manager page. Select 'Customize current view...' Select the 'Portfolio Columns' tab. (are there options listed in the 'Displayed Columns' section?) Click 'Reset to Default'. Click through the other tabs there and click the 'Reset to Defaults' buttons. -Kevin N.
Hi there. Today I ran "Get Data" and got this: ocketSense OFX Download Python Scripts, Ver: 2023-Jul-20 Download transactions? (Y/N/I=Interactive) [Y] y Default download interval= 7 days No accounts have been configured. Run SETUP.PY to add accounts Searching .\import\ for statements to import Getting security and fund quotes Getting quote for: ^SET.BK
I don't know what to do next. All I did yesterday was deleting cookies.dat. Any helps would be appreciated. Thank you.
Suddenly stopped receiving quotes. Can anyone help? I'm lost!
It worked fine on 7/23/25. I run "Setup and Test your accounts" interactively from Microsoft Money every time just to get prices for the dummy account and the window closes before I can see the error messages. When I run GetData.py, I get the following:
PocketSense OFX Download Python Scripts, Ver: 2023-Jul-20 Download transactions? (Y/N/I=Interactive) [Y] Y Default download interval= 7 days No accounts have been configured. Run SETUP.PY to add accounts Searching .\import\ for statements to import Press to continue...
Then when I hit the window closes. I have tried deleting cookies.dat to no avail, so I restored the original cookies.dat file.
As a continuation from the last blog I have PocketSense back up and running in Microsoft Money since getting my computer hacked last week. Thanks everyone for the help!
ReplyDeleteOne thing I'm still having a problem with. I had the same problem in January when I did a clean install and solved it but should have kept notes on what I did.
Under Favorites/Favorite Web Sites I had a link named Update Prices that I would click and it would run Getdata.py - Shortcut. It pointed to file:///D:/Microsoft%20Money/OFX%20Scripts/Getdata.py - Shortcut.lnk. For the life of me I cannot get that link saved under Favorite Web Sites. I do have a shortcut D:\Microsoft Money\OFX Scripts but it just opens the folder in Microsoft Money.
Where are these Favorite Web Sites stored? I believe many years ago they were stored in Internet Explorer. Maybe that would help me solve this. Thanks!
I have the Windows Firewall prevent Microsoft Money from accessing outside servers. That is to prevent Money from waiting for servers that are gone. If you did that, that might or might not mess up the process.
DeleteI have some notes on some previous discussions we have, but I cannot find those discussions.
Joe: I did some experimenting, and I am having trouble posting what I want to describe. Let me say I did put a link into favorites, and it appeared in into folder
"%USERPROFILE%\Favorites\Financial Links"
The entry was the file type described in https://fileinfo.com/extension/url
That may be enough to get you going.
=========
Cal Learner
See if http://pocketsense.blogspot.com/2025/03/comments-continued.html#comment-form helps. There are steps about getting an entry into place. I think you are already aware of the info in http://moneymvps.org/faq/article/352.aspx
ReplyDeleteAlso consider having the shortcut point to a *.bat file rather than the GetDat.py file. In that batch file, start with a CD (change directory) to the folder that contains your PocketSense files.
I have a file called lines.txt in my PocketSense folder. This contains at least 4 blank lines. Then I invoke getdata with this line in the batch file:
getdata.py < lines.txt
That causes getdata.py to run to completion, taking all of the defaults, rather than waiting for a response. It presses the Enter key for me up to 4 times.
One of my batch files starts Money with this line in a batch file:
start "" /D "C:\Program Files (x86)\Microsoft Money Plus\MNYCoreFiles" msmoney.exe
That line starts Money, but does not wait until the process ends before continuing on with the rest of the batch file. That would be appropriate for starting Money but not for invoking GetData I think.
Cal Learner
Thank you! The batch file was the missing piece that got this working for me.
DeleteThe other thread is locked, but I wanted to say thank you Robert for this idea. I often forget to add a file to the imports folder before running the script as well and came to look in the comments for an answer to the same question. Ideally there would be an option to only process the imports folder, but it's a great workaround.
ReplyDeleteAnonymousFebruary 17, 2025 at 11:54 AM
Hi Folks,
Is there a way to manually run the scrubber on files in the import folder? With the recent Amex change, I occasionally forget to download the OFX from Amex prior to running Getdata, so I'm looking for a way to do that part of the Getdata processing without doing all of the other accounts and downloads again.
Thanks!
Replies
Robert February 17, 2025 at 12:01 PM
There's no setting to do it... however, you can create a new folder with a fresh copy of the scripts, and not configure any accounts, etc. Run setup once, and then getdata to process imports as needed.
Ah. We did it! Thanks, everybody, for pointing me in the right direction. In "%USERPROFILE%\Favorites\Financial Links" was my shortcut Update which would take me to my OFX Scripts file but not run Getdate.py - Shortcut. By right clicking on that shortcut, going to properties and changing the URL: to file:///D:/Microsoft%20Money/OFX%20Scripts/Getdata.py - Shortcut.lnk it now works.
ReplyDeleteThat is, in Money, I can now go to Favorites>Favorite Web Sites and just click on Update to run Getdata.py.
Now another comment. When my computer was hacked the hacker was actually on my computer. Isn't it a concern that ofx_config.cfg has your user names and passwords and can just be opened with a text editor?
Yes. Change all of those passwords at a minimum, and changing your usernames would be a good move too.
DeletePocketSense offers the option to encrypt that file, and require you to enter a password each time. I don't encrypt myself, and when I change password, I tend to modify ofx_config.cfg with Notepad++.
Cal Learner
Good morning. Thanks for helping me with MS money quote update. For some reason, MS Money won't update any of my portfolio after python script run (script run fine, money open up fine and will stated update completed, but not a single ticker got updated). I deleted the "getdata.txt" and try the script again, same result. Any suggestion?
ReplyDeleteHi, user error. I got it solved.
ReplyDeleteThanks so much for all of the support from this community!
ReplyDelete"Thanks so much for all of the support from this community!"
DeleteSarcasm Andrew?
Cal Learner
Hi All,
ReplyDeleteA bit of an anomaly...
I'm using Pocketsense with Python 2.7.18 for downloads from Fidelity and Regions Bank.
On another machine I'm using Pocketsense with Python 3.10.12 for the same financial institutions.
The Python 3 version of Pocketsense I downloaded from Github
https://github.com/magnuspyke/ofxscripts
Up until several days ago both were working as expected. Recently though, the Python3 version throws an OFX error with Regions Bank. It continues to work as expected with Fidelity.
The Python 2 version works as expected with both Regions Bank & Fidelity.
Does anyone have any ideas as to why the scripts may be erroring out for Regions with the Python 3 version but not the Python 2 version?
-Kevin N.
So, for anyone playing along at home...
DeletePocketsense using Python 2 with Regions Bank requires the User Agent setting in sites.dat to be set to userAgent: none
Apparently, Pocketsense using Python3 with Regions Bank now requires the User Agent setting in sites.dat to be set to the actual User Agent.
e.g. userAgent: Mozilla/5.0 (Windows NT 10.0; Win64; x64) AppleWebKit/537.36 (KHTML, like Gecko) Chrome/136.0.0.0 Safari/537.36 Edg/136.0.0.0
An easy way the glean your particular User Agent is from https://whatmyuseragent.com/
-Kevin N.
I haven't used the python3 scripts, but curious if the default user agent would have worked. If useragent is set to none, then it's not defined at all. If it's omitted (i.e., not defined for the site entry), it defaults to "InetClntApp/3.0".
Delete@Robert,
DeleteI had first tried commenting out the entire userAgent line from sites.dat.
I just now tried simply leaving userAgent entry blank.
Both settings error out testing the account in Setup.py.
Plunk the userAgent back in and it works as expected.
Since it worked as expected up until a few days ago with userAgent set to none; I can only assume that Regions Bank is tinkering with things.
@Kevin - Started noticing the issue with Regions last week. Made the update to the userAgent field and I'm back working again.
Delete@John, Excellent! I'm glad to hear that it's working for others besides me. :)
Delete@John, Just to clarify... Are you using the scripts with Python 3 or Python 2?
DeleteAnyone having issues with E*Trade Brokerage? Since early May, it only seems to work sometimes. I’ve tried running setup again and it won’t even accept my login credentials now. I’ve opened a ticket with E*Trade, but I’m skeptical of their support for this issue. Any help would be greatly appreciated.
ReplyDeleteI'm trying to set up a new E*Trade brokerage account. Would you mind sharing your site configuration?
DeleteThese are my settings:
DeleteSiteName : ETRADE
AcctType : INVSTMT #investment
fiorg : etrade.com
fid : fldProv_mProvBankId
url : https://ofx.etrade.com/cgi-ofx/etradeofx
bankid :
brokerid :
ofxVer : 102
appid :
appver :
mininterval:
timeOffset :
delay :
skipZeroTrans:
userAgent :
dtAcctUp :
clientUID :
Thanks! Still can't get it to work with your settings.
DeleteAre you using your regular login and password and 9-digit account number?
I enabled third-party data access in etrade security setting, anything else I'm missing?
Yes using regular login and password and 9-digit account number. It was working just fine before 1 May. I don't know if they changed something or if this is happening because i enabled 2FA.
DeleteThanks. I haven't enabled 2FA yet since I wanted to make sure ofx download works first. So now I can't be sure if it's my config or some issue on their end. Would you please post here if it starts working again for you?
DeleteJust tried again this morning and it works! So seems like the issue was on their end. Can you confirm that it works for you with 2FA enabled?
DeleteIt still doesn't work for me. Did you do anything differently?
DeleteJust tested again after enabling 2FA, still works. Using your settings as is.
DeleteWould you mind telling me the number of characters in your password? Also are there any special characters? Around this same time, I changed the length of my password to 24 characters
ReplyDeleteOops that was meant as a response to the above E*trade questions
DeleteIt's 16 characters, with special characters * and $
DeleteToday I suddenly started getting the following errors, nothing has changed on my setup in months. Any suggestions? I am ONLY getting stock quotes:
ReplyDeletePocketSense OFX Download Python Scripts, Ver: 2023-Jul-20
Download transactions? (Y/N/I=Interactive) [Y] Y
Default download interval= 7 days
No accounts have been configured. Run SETUP.PY to add accounts
Searching .\import\ for statements to import
Fetching new Yahoo Finance cookie
Traceback (most recent call last):
File "getdata.py", line 195, in
status, quoteFile1, quoteFile2, htmFileName = quotes.getQuotes()
File "C:\Users\timpe\OneDrive\MS Money\pocketsense\quotes.py", line 412, in getQuotes
yahooSession, yahooCrumb = getYahooSession()
File "C:\Users\timpe\OneDrive\MS Money\pocketsense\quotes.py", line 357, in getYahooSession
response = requests.get("https://fc.yahoo.com", headers=headers, allow_redirects=True)
File "C:\Python27\lib\site-packages\requests\api.py", line 75, in get
return request('get', url, params=params, **kwargs)
File "C:\Python27\lib\site-packages\requests\api.py", line 61, in request
return session.request(method=method, url=url, **kwargs)
File "C:\Python27\lib\site-packages\requests\sessions.py", line 529, in request
resp = self.send(prep, **send_kwargs)
File "C:\Python27\lib\site-packages\requests\sessions.py", line 645, in send
r = adapter.send(request, **kwargs)
File "C:\Python27\lib\site-packages\requests\adapters.py", line 519, in send
raise ConnectionError(e, request=request)
requests.exceptions.ConnectionError: HTTPSConnectionPool(host='fc.yahoo.com', port=443): Max retries exceeded with url: / (Caused by NewConnectionError(': Failed to establish a new connection: [Errno 11004] getaddrinfo failed',))
Try deleting cookies.dat to force a refresh.
DeleteThanks, that did it!
DeleteAll quotes failed today with "Invalid quote response. Skipping". Maybe it's just a blip at Yahoo? See what happens tomorrow...
ReplyDeleteSame here ...
ReplyDeleteSame here
DeleteRe: quotes issue. I replicated myself. I then deleted cookies.dat to force a refresh and it worked. Not sure what changed, but that's an easy fix.
ReplyDeleteYep. That fixed it. Thanks!
Deleteworked for me, too. Thanks again Robert!
DeleteDeletion of 'cookies.dat' worked for me as well.
DeleteI just migrated from a Windows 10 computer to a Windows 11 computer. I did a fresh install of Money Sunset on the Windows 11 computer. The only minor issue is the status bar on the bottom of the Portfolio page does not display any selection options when you open the setup dialogue box menu. The drop down box is blank. I uninstalled and reinstalled Money with no change. Any thoughts? Pocketsense migrated flawlessly. Thanks Robert.
ReplyDeleteFrom the options displayed on the left side of the Portfolio Manager page, select 'Change portfolio settings'.
DeleteIn the resulting window, select the 'Status Bar' tab.
Here you can choose to display the Status Bar and select the 3 options to add to it.
-Kevin N.
Deleting cookies.dat fixed it for me also.
ReplyDeleteKevin N. Thanks for the response, however, that is the problem. When i navigate to the State Bar tab when I select the drop drop tab they are blank, that is there is nothing to select.
ReplyDeleteTry this and see if it helps...
DeleteSelect 'Change portfolio view' from the options on the left side of the Portfolio Manager page.
Select 'Customize current view...'
Select the 'Portfolio Columns' tab. (are there options listed in the 'Displayed Columns' section?)
Click 'Reset to Default'.
Click through the other tabs there and click the 'Reset to Defaults' buttons.
-Kevin N.
Thanks again Kevin. Your recommendation did not change anything on the Status Bar still blank drop down tab. Not the end of the world just annoying.
ReplyDeleteHi there. Today I ran "Get Data" and got this:
ReplyDeleteocketSense OFX Download Python Scripts, Ver: 2023-Jul-20
Download transactions? (Y/N/I=Interactive) [Y] y
Default download interval= 7 days
No accounts have been configured. Run SETUP.PY to add accounts
Searching .\import\ for statements to import
Getting security and fund quotes
Getting quote for: ^SET.BK
I don't know what to do next. All I did yesterday was deleting cookies.dat. Any helps would be appreciated. Thank you.
Sorry, my bad. It just took a long time to get the data.
DeleteSuddenly stopped receiving quotes. Can anyone help? I'm lost!
ReplyDeleteIt worked fine on 7/23/25. I run "Setup and Test your accounts" interactively from Microsoft Money every time just to get prices for the dummy account and the window closes before I can see the error messages. When I run GetData.py, I get the following:
PocketSense OFX Download Python Scripts, Ver: 2023-Jul-20
Download transactions? (Y/N/I=Interactive) [Y] Y
Default download interval= 7 days
No accounts have been configured. Run SETUP.PY to add accounts
Searching .\import\ for statements to import
Press to continue...
Then when I hit the window closes. I have tried deleting cookies.dat to no avail, so I restored the original cookies.dat file.
It mysteriously started working normally again when I tried it today. Seems like a quotes server at Yahoo must have been down when I tried last time.
Delete