Frequently Asked Questions

1. Why aren't quotes downloading?

Run Setup, and select option 6. Enable Stock/Fund Quotes.

2. Can I add new options from sites.template to my existing installation?

Yes. You can add any option from an updated sites.template to your existing sites.dat file.

3. Can I use a different symbol for a stock/fund quote than is used to do the lookup?

Yes. Each quote symbol has two (optional) parameters that you can assign.

    • m:value: Currency multiplier option. Quote values will be adjusted (multiplied) by this (optional) value during download.
    • s:value: User-defined symbol to send to Money (rather than symbol used for lookup).
      • Example: BP.L m:0.01 s:MyBP
        • Multiply quotes received for BP.L by 0.01, before sending the results to Money.
        • Pass the quote to Money with symbol=MyBP (rather than BP.L). The quote service symbol will be BP.L, but Money will see it as MyBP.

4. Can I get quotes in more than one currency?

Yes, but it's a bit convoluted (sorry). You will need a separate installation instance of the scripts for each currency, and a separate dummy quote account for each.

There are two sites.dat options, named QuoteAccount and QuoteCurrency, that are intended for folks that need to grab quotes in multiple currencies. When Money imports a statement, Money prompts the user to match this statement account number to a Money account. Once the two are married, Money forever associates the account pair. If a user wants multiple currency support for quotes, they can install multiple copies of the scripts into unique folders, and configure each separately. Each copy can have it's own QuoteCurrency and QuoteAccount settings, and will require a unique, matching "dummy" account in Money (with matching currency setting).

As an example, if you wanted to support quotes in currencies of CAD and USD, you would setup two installations, with parameters such as the following. You can use any names or account numbers that you prefer, so these are just examples:

5. OFX files aren't loading to Money when the scripts run.

This is likely due to your computer not having OFX files associated with Money. If you installed any other financial management package (e.g., Quicken, MoneyDance, etc.), then that package probably associated those files with itself, and they either still are, or are no longer associated with any program. There are a few ways to go about this, and I'll list three of them.

Option 1: Re-install Money. This should fix the issue, since it will link these files to itself, but some folks have reported that it didn't work. This option is best for the Sunset edition, since there is no built-in registration or online setup stuff, but I'm not sure that installing older versions will be as easy.

Option 2: I haven't tried it, but I've read that using this utility, and "unassociating" the OFX file type does the trick.

Option 3: The manual option is a bit more involved, since it depends on what version of Windows and Money you're using, but it's sure to work. In short, you need to associate your ofx file types with the Money import utility. Go into Windows File Explorer, and go to the folder where you have the scripts installed. Go into the xfr sub folder, and right-click on an OFX file. Select "Open with...", and then "Browse". Enter one of the following, depending on your version of Money, and click Open. (Note: Your folder may not be "Money Plus", so to verify... you may first want to go to the Program Files folder to see what you have. The MNYCoreFiles folder is hidden, so you won't see it without changing the view settings... but you don't need to see it.)

64 bit: "C:\Program Files (x86)\Microsoft Money Plus\MNYCoreFiles\mnyimprt.exe"

32 bit: "C:\Program Files\Microsoft Money Plus\MNYCoreFiles\mnyimprt.exe"

The dialog should look something like the following at this point:

Verify that the "Always use the..." option is selected, and click OK.

6. I have multiple accounts at a bank, but they use the same account number for everyone. How do I configure these to work with Money?

Yeah, that's a crazy situation. As of Feb-2015, the scripts have been modified to handle it though. Follow these steps, and you'll be on your way:

    • When setting up your account in Setup, add a suffix to the account number, separated by a colon. For example, if the bank account number is 123456789, enter it in Setup as 123456789:A for the first instance, 123456789:B for the second, and so on. You can use *any* suffix, but it is best to keep it to 1 or 2 characters (e.g., :01 is fine). Doing so will ensure that it shows on the Setup screen correctly, and you won't accidentally pass too long an account to Money.
    • The assumption here is that each unique account at the bank uses a different user name / password combo. That's how they know which account to pass data for, even if the account numbers are the same.
    • Test each account as you configure them and, when prompted to load to Money, answer "Yes". You want to be sure that you match the right Setup account to the correct Money account, and it's best to do it at this point. NOTE: Open Money before configuring the accounts.
NOTE:  If you're running Money under an emulator, user Steve had the following to add:

I am running Windows 8.1 on my MacBook Air using Parallels virtualization software. In theory, running under Parallels should work identically to running on a native Windows PC, but I thought I would share my configuration nonetheless.
I checked my file associations per your suggestion and that was not the issue.  My file associations were already set up correctly.  After some trial and error, I discovered the following:

- If I run "Get Data" while Money is already open, then I have to manually import my file.
- If, however, I run "Get Data" when Money is NOT running, then I am prompted to open MS Money and the import works perfectly.

7. Can I stop Money from attempting online service connections at startup?

You may get tired of watching Money try to connect online when you first launch it, delaying you from downloading statements yourself via the scripts. Money is trying to resolve network connections from the old days, and apparently has a very patient wait period :( You can easily shorten this to a couple seconds by blocking Money from having network access altogether. Simply add a Windows Firewall outbound exception for Money.exe, blocking network access.

8. Does it work with Windows 10?

There were two issues I found when first running Money Sunset on the x64 version of Windows 10---described below. Newer updates of Windows 10 may not have these issues, but I'm leaving the notes "in case".

Message: Need Explorer 6

It was a bummer to have an error pop up when I first started Money after the upgrade, saying something about needing Explorer 6. A quick search led me to an easy fix, so we're in luck.

Change the following setting using Windows REGEDIT:

[HKEY_LOCAL_MACHINE\SOFTWARE\Wow6432Node\Microsoft\Internet Explorer]
Version = 9.11.10240.0 (originaly: 9.11.10240.16384)

If you're not familiar with regedit.exe, just type it into the search bar of Windows 10, and then right-click and choose "run as administrator". Find the above key in the settings tree, and change the Version value.

Message: Money has stopped

Money crashes with the dreaded "Money has stopped" message? This issue had been fixed by Microsoft w/ Windows 8, but they seemed to have missed it with 10. The fix is to update the mnyob99.dll file, as explained (in detail) here, and summarized by Dan here. In short, you need to replace the file with a patched version. You can download the patched file, and copy to your C:\Program Files (x86)\Microsoft Money Plus\MNYCoreFiles folder.