Comments on: Replacing Microsoft Money, Part 1: Requirements

By: Jim

Jim — Thu, 23 Jun 2011 04:02:10 +0000

these bandaid approaches have worked, but isn’t there really a replacement for tracking investments, long term with cost basis? I would love to just import all my MS Money data to a new program. Really worth it, if it works.

By: TFB

TFB — Wed, 16 Feb 2011 05:47:50 +0000

@gordonq - Yahoo! broke it. I fixed it. See comments in the quotes.py post.

By: gordonq

gordonq — Wed, 16 Feb 2011 05:44:00 +0000

Python script started failing 2/14/11. Yahoo Finance is not downloading the “name” for stocks like DBA, DBC, DVY, EEM, EWA, EWC, EWY and others so Microsoft Money rejects the import because of the missing name. I tried modifying by putting “ticker” in the name and it just fails differently. Any ideas how to fix besides what I did – just eliminate the failing tickers (I would like to get them – the price is there but without the the import fails.

By: Shari Guess

Shari Guess — Thu, 06 May 2010 22:26:30 +0000

Can ANYONE tell me how to even come CLOSE to replacing the cash flow forecast?!
Thanks!

By: TFB

TFB — Mon, 21 Dec 2009 19:13:11 +0000

Mark - If you enter your trades manually, you can keep using Money as-is. The export to TaxCut functionality isn't affected by the discontinuation either. If you download trades from a broker, you may want to jump to Part 5 of this series. If you download stock prices, see the workaround after Microsoft pulls the plug. If you don't use either of these download features, you are not affected.

By: Mark

Mark — Mon, 21 Dec 2009 19:00:10 +0000

Thanks for this. I too have been a Money man since ons. My two uses are very limited, but critical. I enter my investment transactions and track my portfolio (I’m a frequent trader), sometimes several times a day. And I export at the end of the year to TaxCut to create my capital gains (schedule D) data. That’s all I use it for.

A couple of years ago I investigated other options, including switching to Apple, but learned they did not have a similar program. I rejected Quicken and tried Moneydance, but found it impossible to work with after the ease annd familiarity of MS Money.

I will be following your findings and and hope you will help me transition to a good alternative. Any strong recommendation specific to my two limited applications would be appreciated.

By: Michael

Michael — Mon, 07 Dec 2009 03:28:38 +0000

If you’re only having to deal with checking, savings, and credit cards only, take a look at SplashMoney at http://www.Splashdata.com. for $20, you get an excellant replacement for MsMoney. You just export from Money, and import to SplashMoney. Setting up online updates from your bank is a breeze.
M.

By: OnLooker

OnLooker — Mon, 23 Nov 2009 01:40:25 +0000

Everyone has their favorite feature — mine is the ability to UPLOAD transactions to my bank to pay bills. I believe Quicken has this feature, do any of the other alternatives mentioned here?

By: Asuncion Jurado

Asuncion Jurado — Fri, 09 Oct 2009 16:24:27 +0000

I have been sing MS Money for at least 20 years. I am so used to it and balance my checkbook in no time. I download all transactions from my bank in less than a minute and my check book is done. I read that Moneydance is the next best thing to MS Money. Is that true and does it work well with MAC ? I used to have it on an old Windows 98 PC and works perfectly well still, only a little slow. I use Quicken to some extent on my MAC but never tried it on my personal finances. Please advise.
Thank you !

By: Jerry

Jerry — Tue, 22 Sep 2009 18:55:51 +0000

Mr. Buff: (Your formal name?)

You may have written the most important script of the century. At least it may save what’s left of my hair. Every time I shut down Money, I get the warning notice, and I tear a little more hair out. Thank you. I will try it immediately. And I have added my email address to your list of subscribers. I look forward to more of your wisdom.