tag:infinitekind.tenderapp.com,2009-01-14:/discussions/investments/4039-quote-loader-securitycurrency-price-loader-for-moneydance-2019Infinite Kind: Discussion 2023-04-19T10:00:19Ztag:infinitekind.tenderapp.com,2009-01-14:Comment/467295682018-12-30T10:22:19Z2019-08-02T15:37:47ZQuote Loader Security/Currency price loader for Moneydance 2019<div><p>The Infinite Kind has recently released a new version of Moneydance for testing/preview. It is called Moneydance 2019 and can be found at <a href="https://infinitekind.com/preview">https://infinitekind.com/preview</a>. It has a number of changes in particular in the storing of Security Prices. In addition the base version of Java used to run Moneydance has been updated from Java 1.8 to Java 11.</p>
<p>With this in mind I have released a new version of the Quote Loader extension. It can be found at <a href="https://bitbucket.org/mikerb/moneydance-2019/downloads/">https://bitbucket.org/mikerb/moneydance-2019/downloads/</a>.</p>
<p><strong>IMPORTANT Do not run the old versions of Quote Loader with Moneydance 2019. Do not run the new versions with Moneydance 2017.</strong></p>
<p>You can find information about Quote Loader for Moneydance 2017 in this thread <a href="http://help.infinitekind.com/discussions/investments/3771-third-party-quote-loader-system">http://help.infinitekind.com/discussions/investments/3771-third-par...</a></p></div>Mike Bray (Quote Loader Author)tag:infinitekind.tenderapp.com,2009-01-14:Comment/467295682018-12-30T11:07:43Z2019-08-02T15:37:47ZQuote Loader Security/Currency price loader for Moneydance 2019<div><p>Third-party Quote Loader System 2019</p>
<p>I am not support staff, just a user.</p>
<p>Update<br>
For 2019 improve colour contrast, text background, in Quote Loader window for custom themes.</p>
<p>Until 2019 beta is replaced by a stable release don’t replace 2017. You should only test on a separate computer not synced to your primary computer. If the separate computer has a copy of 2017 uninstall it before installing 2019. Mike Bray has created a useful wiki page for Windows users see <a href="https://bitbucket.org/mikerb/moneydance-2019/wiki/Windows%20Install">https://bitbucket.org/mikerb/moneydance-2019/wiki/Windows%20Install</a>...</p>
<p><strong>WARNING use the correct set of quote loader elements for the version of moneydance you are running or run the risk of corrupting your data set. Don’t use 2017 build element in 2019 or vice versa.</strong></p>
<p>securityquoteload.mxt ---------2019 Updated to 3002<br>
rhumba.mxt ----------------------2019 Released at 1037<br>
hleOfxQuotes.jar ----------------2019 Released at 226</p>
<p>PDF “Quote Loader System by Mike Bray and hleofxquotes” updated to V5.3. Tutorial Video Remains V5.1. PDF “Moneydance Quote Loader System Handling Cryptocurrencies and Market Indices” remains at V2.0</p>
<p><strong>Users must uninstall the Quotes and Rates Updater extension to Prevent Conflicts!!</strong></p>
<p>To receive email notification to updates on this thread, click the SUBSCRIBE button in the box at the top right of the forum page.</p>
<p>A collaboration between the two software developers Mike Bray and Hleofxquotes.<br>
PDF’s and Video by Derek Kent.</p>
<p>The system provides an end to end solution, obtaining quotes from a choice of two sources and entering them into the relevant History window, all from a single window within Moneydance. The system can obtain Security prices, Exchange Rates, Market indices, Cryptocurrency Rates and prices for Cryptocurrency Investments. The system provides quotes from many stock exchanges, US, Canada, UK, Europe and Australia to name but a few. The process of obtaining quotes from the selected source is fast and error free.</p>
<p>Download the attached PDF, use the links to download the Quote Loader system elements and follow the instructions on how to use.</p>
<p>The PDF also contains a link to a tutorial on YouTube.</p>
<p>The link provides access to second PDF that covers the creation and importing of Cryptocurrencies and Market Indices into Moneydance.</p>
<p>Please keep this thread to this subject on how to use Quote Loader system.<br>
Please try this approach and if you find it useful please take the time to post comments and outline any problems you may find.<br>
Please provide feedback on how well UK, Mainland Europe, USA, Canadian, Australian and other stocks and funds are covered.</p>
<p>Acknowledgement to Kevin N and dwg for their support during development.</p>
<p>Hope this helps.</p>
<p>ALWAYS CHECK TO SEE IF THERE IS A NEW PDF IN A LATER POST!</p></div>derekkent23tag:infinitekind.tenderapp.com,2009-01-14:Comment/467295682018-12-31T14:17:47Z2019-08-02T15:37:47ZQuote Loader Security/Currency price loader for Moneydance 2019<div><p>Hello,<br>
I have two items to mention. I'm currently with MD 1829 and QL 3002. Please refer to the scree capture.</p>
<p>First item is Next date box. In Kubuntu 18.04 LTS the entire date does not always fit. The true date in the capture is 12/31/2018, December rather than February. The entire date fits properly in Windows 10 Home.</p>
<p>Second item is unexpected behavior. After obtaining quotes, tick the box for Click to Select all lines then click Save Selected Values. After saving, the Select column is cleared, but the box for Click to Select all lines remains checked.</p>
<p>With this select all box still checked, a second Save Selected Values gets a pop-up notice about no prices being selected and to select individual lines or Select All. Perhaps when the Select column is cleared the Click to Select all lines should also be cleared? This behavior is in both Windows & and Linux versions - MD 1829, QL 3002; MD 1726, QL 2125.</p>
<p>Regards,</p>
<p>Jesse</p></div>moneydancequotes01tag:infinitekind.tenderapp.com,2009-01-14:Comment/467295682019-01-02T13:13:50Z2019-08-02T15:37:47ZQuote Loader Security/Currency price loader for Moneydance 2019<div><p>Thanks Jesse, I will tidy up the validation. I will do the changes on MD 2017 and 2019.<br>
Regards<br>
Mike</p></div>Mike Bray (Quote Loader Author)tag:infinitekind.tenderapp.com,2009-01-14:Comment/467295682019-01-03T10:56:33Z2019-08-02T15:37:47ZQuote Loader Security/Currency price loader for Moneydance 2019<div><p>Builds 2126 for MD 2015/7 and 3003 for MD 2019 have been uploaded to the relevant sites.</p></div>Mike Bray (Quote Loader Author)tag:infinitekind.tenderapp.com,2009-01-14:Comment/467295682019-01-03T11:05:24Z2019-08-02T15:37:47ZQuote Loader Security/Currency price loader for Moneydance 2019<div><p>Third-party Quote Loader System 2019 ONLY.</p>
<p>I am not support staff, just a user.</p>
<p>Update<br>
1. Reset “Click to Select all lines” box after a “Save Selected values”.<br>
2. Linux computers fix issue with date in box Last Run .......Next not displaying correctly.</p>
<p>Until 2019 beta is replaced by a stable release don’t replace 2017. You should only test on a separate computer not synced to your primary computer. If the separate computer has a copy of 2017 uninstall it before installing 2019. Mike Bray has created a useful wiki page for Windows users see <a href="https://bitbucket.org/mikerb/moneydance-2019/wiki/Windows%20Install">https://bitbucket.org/mikerb/moneydance-2019/wiki/Windows%20Install</a>...</p>
<p><strong>WARNING use the correct set of quote loader elements for the version of moneydance you are running or run the risk of corrupting your data set. Don’t use 2017 build element in 2019 or vice versa.</strong></p>
<p>For 2017 see this thread <a href="http://help.infinitekind.com/discussions/investments/3771-third-party-quote-loader-system">http://help.infinitekind.com/discussions/investments/3771-third-par...</a></p>
<p>securityquoteload.mxt ---------2019 Updated to 3003<br>
rhumba.mxt ----------------------2019 Updated to 1038<br>
hleOfxQuotes.jar ----------------2019 Updated to 240</p>
<p>PDF “Quote Loader System by Mike Bray and hleofxquotes” updated to V5.4. Tutorial Video Remains V5.1. PDF “Moneydance Quote Loader System Handling Cryptocurrencies and Market Indices” remains at V2.0</p>
<p><strong>Users must uninstall the Quotes and Rates Updater extension to Prevent Conflicts!!</strong></p>
<p>To receive email notification to updates on this thread, click the SUBSCRIBE button in the box at the top right of the forum page.</p>
<p>A collaboration between the two software developers Mike Bray and Hleofxquotes.<br>
PDF’s and Video by Derek Kent.</p>
<p>The system provides an end to end solution, obtaining quotes from a choice of two sources and entering them into the relevant History window, all from a single window within Moneydance. The system can obtain Security prices, Exchange Rates, Market indices, Cryptocurrency Rates and prices for Cryptocurrency Investments. The system provides quotes from many stock exchanges, US, Canada, UK, Europe and Australia to name but a few. The process of obtaining quotes from the selected source is fast and error free.</p>
<p>Download the attached PDF, use the links to download the Quote Loader system elements and follow the instructions on how to use.<br>
The PDF also contains a link to a tutorial on YouTube.<br>
The link provides access to second PDF that covers the creation and importing of Cryptocurrencies and Market Indices into Moneydance.</p>
<p>Please keep this thread to this subject on how to use Quote Loader system.<br>
Please try this approach and if you find it useful please take the time to post comments and outline any problems you may find.<br>
Please provide feedback on how well UK, Mainland Europe, USA, Canadian, Australian and other stocks and funds are covered.</p>
<p>Acknowledgement to Kevin N and dwg for their support during development.</p>
<p>Hope this helps.</p>
<p>ALWAYS CHECK TO SEE IF THERE IS A NEW PDF IN A LATER POST!</p></div>derekkent23tag:infinitekind.tenderapp.com,2009-01-14:Comment/467295682019-01-04T20:20:42Z2019-08-02T15:37:46ZQuote Loader Security/Currency price loader for Moneydance 2019<p>Hi Mike,</p>
Build 2126 Next run date box looks better and clears the check box in MD 1706, both Windows & Linux.<br>
Build 3003 Next run date box looks better and clears the check box in MD 1835 in Windows.<br>
In Linux MD 1835 and QL build 3003 clears the check, but no change in Next run box; entire date still not visible.
<p>Just to be sure I'm running the correct combinations...</p>
MD 2017 (1706) has:<br>
Quote Loader 2126<br>
Rhumba 1036<br>
Hleofxquotes 226<br>
<br>
MD 2019 (1835) has:<br>
Quote Loader 3003<br>
Rhumba 1038<br>
Hleofxquotes 240
<p>Two more items. First...is there some enforced time out either from QL or Yahoo or MD for manual "Get prices?" I am not referring to real time vs. 20 minute delay. It's looking like Get prices works on first click, then on subsequent click a couple minutes later QL returns the same values as from the first click. QL acts like it's getting quotes, Previous quotes look zeroed and New Price column color changes, but "new" value returns the same.</p>
<p>After awhile QL will get prices. Close & reopen MD and QL can immediately "Get prices." No currency configured. I have three stocks and three indices: DOW, NASDAQ Composite, and S & P 500. All quotes through Yahoo. Maybe an individual stock will go a couple minutes with no change, but those three indices change several times every minute.</p>
<p>While being obsessed with "Get prices," I came across another little quirk. Click Get prices and let them download. Tick the Click to select all lines, but do not save; do not click Save Selected Values. Click Get prices again. The New Price and Select columns clear. Click to select all lines remains checked.</p>
<p>Now, back to looking at a MD 2019 hang (1835 & prior builds) that I get in Linux with File > Export Backup... to a mounted NTFS data partition. MD 1706 gives an error message, 1835 hangs on the message. I think MD has an issue with fstab owner and group. I think MD should export the backup, no error. But I've been wrong before...just ask the ex-wives. :)<br></p>
<p>Regards,</p>
<p>Jesse<br></p>
<div class="moz-cite-prefix">On 1/3/19 5:56 AM, Mike Bray wrote:<br></div>
<blockquote type="cite">pre { width: 92%; margin: 10px 2%; padding: 5px 2%; background: #efefef; border: 1px solid #d6d6d6 } blockquote { margin-left: 0; padding-left: 1em; border-left: 5px solid #ccc; }
<table width="100%">
<tr>
<td>
<p>// Please reply above this line<br>
==================================================</p>
<p><b>From</b>: Mike Bray</p>
<div>
<p>Builds 2126 for MD 2015/7 and 3003 for MD 2019 have been uploaded to the relevant sites.</p>
</div>
<div>
<p>On Wed, Jan 02 at 05:13 AM PST, Mike Bray wrote:</p>
<blockquote>
<div>
<p>Thanks Jesse, I will tidy up the validation. I will do the changes on MD 2017 and 2019.<br>
Regards<br>
Mike</p>
</div>
</blockquote>
</div>
</td>
</tr>
<tr>
<td>
<p>Having trouble reading this? View this discussion online: <a href="http://help.infinitekind.com/discussions/investments/4039-quote-loader-securitycurrency-price-loader-for-moneydance-2019">Quote Loader Security/Currency price loader for Moneydance 2019</a>.</p>
<p>To unsubscribe and stop receiving emails from <a href="http://help.infinitekind.com">http://help.infinitekind.com</a>, visit <a href="http://help.infinitekind.com/unsubscribe/a89be1345fb9c3fbc86e895486678b6fbbb282dc">this page</a></p>
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<p>Hi Jesse</p>
<p>The Quote Loader build numbers you state for 2017 and 2010 are correct.</p>
<p>You have a valid issue with Linux and the next run box. I suspect Mike will take another look but I don’t think he run Linux which can make it a little tricky.</p>
<p>Your issue, 2019 hanging on File > Export Backup... that’s one for Sean, best explained in another thread.</p>
<p>For the rest you are overanalysing what’s going on, just accept it does what it does.</p></div>derekkent23tag:infinitekind.tenderapp.com,2009-01-14:Comment/467295682019-01-04T21:45:23Z2019-08-02T15:37:46ZQuote Loader Security/Currency price loader for Moneydance 2019<div><p>Quote Loader working as advertised on W764. with MD 1835 build<br>
Just loaded for the first time today. V3003 Loader, V1038 Rumba<br>
Works great. Excellent documentation.</p>
<p>Thanks<br>
Mike</p></div>mhoggietag:infinitekind.tenderapp.com,2009-01-14:Comment/467295682019-01-04T21:56:48Z2019-08-02T15:37:46ZQuote Loader Security/Currency price loader for Moneydance 2019<div><p>I am not support staff, just a user.</p>
<p>Hi Mike</p>
<p>Thanks for taking the time to provide positive feedback.<br>
Glad its working well for you</p></div>derekkent23tag:infinitekind.tenderapp.com,2009-01-14:Comment/467295682019-01-04T22:23:22Z2019-08-02T15:37:46ZQuote Loader Security/Currency price loader for Moneydance 2019<p>Hi Derek,</p>
<p>Mike did a good job with the next run box in Linux with 2126 & MD 1706. Overanalysis? Sometimes I do that. File > Export Backup... will get to Slack in a little while.</p>
<p>Jesse<br></p>
<div class="moz-cite-prefix">On 1/4/19 4:24 PM, derekkent23 wrote:<br></div>
<blockquote type="cite">pre { width: 92%; margin: 10px 2%; padding: 5px 2%; background: #efefef; border: 1px solid #d6d6d6 } blockquote { margin-left: 0; padding-left: 1em; border-left: 5px solid #ccc; }
<table width="100%">
<tr>
<td>
<p>// Please reply above this line<br>
==================================================</p>
<p><b>From</b>: derekkent23</p>
<div>
<p>I am not support staff, just a user.</p>
<p>Hi Jesse</p>
<p>The Quote Loader build numbers you state for 2017 and 2010 are correct.</p>
<p>You have a valid issue with Linux and the next run box. I suspect Mike will take another look but I don’t think he run Linux which can make it a little tricky.</p>
<p>Your issue, 2019 hanging on File > Export Backup... that’s one for Sean, best explained in another thread.</p>
<p>For the rest you are overanalysing what’s going on, just accept it does what it does.</p>
</div>
<div>
<p>On Fri, Jan 04 at 12:20 PM PST, moneydancequotes01 wrote:</p>
<blockquote>
<p>Hi Mike,</p>
Build 2126 Next run date box looks better and clears the check box in MD 1706, both Windows & Linux.<br>
Build 3003 Next run date box looks better and clears the check box in MD 1835 in Windows.<br>
In Linux MD 1835 and QL build 3003 clears the check, but no change in Next run box; entire date still not visible.
<p>Just to be sure I'm running the correct combinations...</p>
MD 2017 (1706) has:<br>
Quote Loader 2126<br>
Rhumba 1036<br>
Hleofxquotes 226<br>
<br>
MD 2019 (1835) has:<br>
Quote Loader 3003<br>
Rhumba 1038<br>
Hleofxquotes 240
<p>Two more items. First...is there some enforced time out either from QL or Yahoo or MD for manual "Get prices?" I am not referring to real time vs. 20 minute delay. It's looking like Get prices works on first click, then on subsequent click a couple minutes later QL returns the same values as from the first click. QL acts like it's getting quotes, Previous quotes look zeroed and New Price column color changes, but "new" value returns the same.</p>
<p>After awhile QL will get prices. Close & reopen MD and QL can immediately "Get prices." No currency configured. I have three stocks and three indices: DOW, NASDAQ Composite, and S & P 500. All quotes through Yahoo. Maybe an individual stock will go a couple minutes with no change, but those three indices change several times every minute.</p>
<p>While being obsessed with "Get prices," I came across another little quirk. Click Get prices and let them download. Tick the Click to select all lines, but do not save; do not click Save Selected Values. Click Get prices again. The New Price and Select columns clear. Click to select all lines remains checked.</p>
<p>Now, back to looking at a MD 2019 hang (1835 & prior builds) that I get in Linux with File > Export Backup... to a mounted NTFS data partition. MD 1706 gives an error message, 1835 hangs on the message. I think MD has an issue with fstab owner and group. I think MD should export the backup, no error. But I've been wrong before...just ask the ex-wives. :)<br></p>
<p>Regards,</p>
<p>Jesse<br></p>
<div class="moz-cite-prefix">On 1/3/19 5:56 AM, Mike Bray wrote:<br></div>
<blockquote type="cite">pre { width: 92%; margin: 10px 2%; padding: 5px 2%; background: #efefef; border: 1px solid #d6d6d6 } blockquote { margin-left: 0; padding-left: 1em; border-left: 5px solid #ccc; }
<table width="100%">
<tr>
<td>
<p>// Please reply above this line<br>
==================================================</p>
<p><b>From</b>: Mike Bray</p>
<div>
<p>Builds 2126 for MD 2015/7 and 3003 for MD 2019 have been uploaded to the relevant sites.</p>
</div>
<div>
<p>On Wed, Jan 02 at 05:13 AM PST, Mike Bray wrote:</p>
<blockquote>
<div>
<p>Thanks Jesse, I will tidy up the validation. I will do the changes on MD 2017 and 2019.<br>
Regards<br>
Mike</p>
</div>
</blockquote>
</div>
</td>
</tr>
<tr>
<td>
<p>Having trouble reading this? View this discussion online: <a href="http://help.infinitekind.com/discussions/investments/4039-quote-loader-securitycurrency-price-loader-for-moneydance-2019">Quote Loader Security/Currency price loader for Moneydance 2019</a>.</p>
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</blockquote>
</blockquote>
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<p>Having trouble reading this? View this discussion online: <a href="http://help.infinitekind.com/discussions/investments/4039-quote-loader-securitycurrency-price-loader-for-moneydance-2019">Quote Loader Security/Currency price loader for Moneydance 2019</a>.</p>
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</blockquote>moneydancequotes01tag:infinitekind.tenderapp.com,2009-01-14:Comment/467295682019-01-05T11:05:56Z2019-08-02T15:37:46ZQuote Loader Security/Currency price loader for Moneydance 2019<div><p>Hi Jesse</p>
<p>Is the Next Run Date for securities ok but not for currencies?<br>
Mike</p></div>Mike Bray (Quote Loader Author)tag:infinitekind.tenderapp.com,2009-01-14:Comment/467295682019-01-05T16:15:15Z2019-08-02T15:37:46ZQuote Loader Security/Currency price loader for Moneydance 2019<p>Hi Mike,</p>
<p>Linux QL 2126 in MD 1706 seems okay. See the attached QL_2126 jpg.<br></p>
<p>Take a look at the QL_3003 jpg which is QL 3003 in MD 1835 Linux; neither show the full date in next. In the attached QL-_3003 jpg next run for securities is supposed to be 01/06/2019. Next for currencies is supposed to be 12/31/2018.</p>
<p>And looking at the screen captures side-by-side, I don't see check boxes in the QL 3003 Select column. Clicking anywhere in the Select column next to a ticker will put a check in that column. Actually, I don't see any check boxes on the screen though checks will appear if where the box maybe belongs is clicked; see QL_3003_1835_checks.</p>
<p>I'm a little confused on design intent. Maybe you were going for a no visible box look in Linux with the 2019 version? It looks decent. Maybe it's my Linux color scheme or MD color making no boxes show? The boxes are visible with QL 3003 in Windows.</p>
<p>Visible boxes in the Select column aren't really needed since clicking anywhere in the area produces a check. Clicking the text at bottom for Click to Select all lines and Include Volume Data produces checks when clicking the text (visible box not needed).</p>
<p><b>However</b>, top text clicking for Include zero accounts? and Process Currencies doesn't result in checks hence my confusion on design. If those two items at the top (Include zero... and Process Currencies) resulted in checks when the text was clicked (like at bottom), then color scheme and box visibility don't matter much.<br></p>
<p>Oh, Help at top right doesn't show a box or highlight around the text, but does work when clicked. So, I suppose make all the boxes visible or just make that top text clickable or go for both depending on design intent. I'll play with box visibility by changing Linux and MD color schemes if I have time later.<br></p>
<p>Jesse<br></p>
<div class="moz-cite-prefix">On 1/5/19 6:05 AM, Mike Bray wrote:<br></div>
<blockquote type="cite">pre { width: 92%; margin: 10px 2%; padding: 5px 2%; background: #efefef; border: 1px solid #d6d6d6 } blockquote { margin-left: 0; padding-left: 1em; border-left: 5px solid #ccc; }
<table width="100%">
<tr>
<td>
<p>// Please reply above this line<br>
==================================================</p>
<p><b>From</b>: Mike Bray</p>
<div>
<p>Hi Jesse</p>
<p>Is the Next Run Date for securities ok but not for currencies?<br>
Mike</p>
</div>
<div>
<p>On Fri, Jan 04 at 02:23 PM PST, moneydancequotes01 wrote:</p>
<blockquote>
<p>Hi Derek,</p>
<p>Mike did a good job with the next run box in Linux with 2126 & MD 1706. Overanalysis? Sometimes I do that. File > Export Backup... will get to Slack in a little while.</p>
<p>Jesse<br></p>
<div class="moz-cite-prefix">On 1/4/19 4:24 PM, derekkent23 wrote:<br></div>
<blockquote type="cite">pre { width: 92%; margin: 10px 2%; padding: 5px 2%; background: #efefef; border: 1px solid #d6d6d6 } blockquote { margin-left: 0; padding-left: 1em; border-left: 5px solid #ccc; }
<table width="100%">
<tr>
<td>
<p>// Please reply above this line<br>
==================================================</p>
<p><b>From</b>: derekkent23</p>
<div>
<p>I am not support staff, just a user.</p>
<p>Hi Jesse</p>
<p>The Quote Loader build numbers you state for 2017 and 2010 are correct.</p>
<p>You have a valid issue with Linux and the next run box. I suspect Mike will take another look but I don’t think he run Linux which can make it a little tricky.</p>
<p>Your issue, 2019 hanging on File > Export Backup... that’s one for Sean, best explained in another thread.</p>
<p>For the rest you are overanalysing what’s going on, just accept it does what it does.</p>
</div>
<div>
<p>On Fri, Jan 04 at 12:20 PM PST, moneydancequotes01 wrote:</p>
<blockquote>
<p>Hi Mike,</p>
Build 2126 Next run date box looks better and clears the check box in MD 1706, both Windows & Linux.<br>
Build 3003 Next run date box looks better and clears the check box in MD 1835 in Windows.<br>
In Linux MD 1835 and QL build 3003 clears the check, but no change in Next run box; entire date still not visible.
<p>Just to be sure I'm running the correct combinations...</p>
MD 2017 (1706) has:<br>
Quote Loader 2126<br>
Rhumba 1036<br>
Hleofxquotes 226<br>
<br>
MD 2019 (1835) has:<br>
Quote Loader 3003<br>
Rhumba 1038<br>
Hleofxquotes 240
<p>Two more items. First...is there some enforced time out either from QL or Yahoo or MD for manual "Get prices?" I am not referring to real time vs. 20 minute delay. It's looking like Get prices works on first click, then on subsequent click a couple minutes later QL returns the same values as from the first click. QL acts like it's getting quotes, Previous quotes look zeroed and New Price column color changes, but "new" value returns the same.</p>
<p>After awhile QL will get prices. Close & reopen MD and QL can immediately "Get prices." No currency configured. I have three stocks and three indices: DOW, NASDAQ Composite, and S & P 500. All quotes through Yahoo. Maybe an individual stock will go a couple minutes with no change, but those three indices change several times every minute.</p>
<p>While being obsessed with "Get prices," I came across another little quirk. Click Get prices and let them download. Tick the Click to select all lines, but do not save; do not click Save Selected Values. Click Get prices again. The New Price and Select columns clear. Click to select all lines remains checked.</p>
<p>Now, back to looking at a MD 2019 hang (1835 & prior builds) that I get in Linux with File > Export Backup... to a mounted NTFS data partition. MD 1706 gives an error message, 1835 hangs on the message. I think MD has an issue with fstab owner and group. I think MD should export the backup, no error. But I've been wrong before...just ask the ex-wives. (truncated)</p>
</blockquote>
</div>
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</blockquote>moneydancequotes01tag:infinitekind.tenderapp.com,2009-01-14:Comment/467295682019-01-05T22:16:02Z2019-08-02T15:37:46ZQuote Loader Security/Currency price loader for Moneydance 2019<p><span>Obi-Wan!</span> <span>Obi-Wan! Mike has gone to the Dark Side!</span></p>
<p><span>Okay, maybe not Mike, but I found the QL 3003 / MD 1835 check boxes there. Changing Linux color schemes had no effect. However, changing MD theme to Dark Mode made the check boxes visible. Amazingly, that also fixed the next date boxes. The next date boxes dates completely fit in Dark Mode. Refer to QL_Dark.jpg attached.</span></p>
<p><span>Dark Mode is the only MD theme where the check boxes were visible to me. There's other strangeness on the Dark Side. Notice the Close Window box. Yes and No are left and right respectively. Now check QL_Close1.jpg for Yes and No. They have switched to Right and Left and the box style is completely different.</span></p>
<p><span>Mike, your check boxes and next dates may be a MD theme issue. Perhaps the new MD version has driven Sean to the Dark Side? I did notice a MD issue switching MD themes. I was on Default theme, switched to Dark Mode where I found your boxes. Then I went back to Default.</span></p>
<p><span>MD didn't properly switch back from Dark Mode. See MD1835ColorDefault.jpg and MD1835ColorsChange.jpg. The first is before switching to Dark Mode and second is after switching back. I put a note on Slack about the theme.<br></span></p>
<p><span>May the Force be with you,</span></p>
<p><span>Jesse</span></p>
<div class="moz-cite-prefix">On 1/5/19 6:05 AM, Mike Bray wrote:<br></div>
<blockquote type="cite">pre { width: 92%; margin: 10px 2%; padding: 5px 2%; background: #efefef; border: 1px solid #d6d6d6 } blockquote { margin-left: 0; padding-left: 1em; border-left: 5px solid #ccc; }
<table width="100%">
<tr>
<td>
<p>// Please reply above this line<br>
==================================================</p>
<p><b>From</b>: Mike Bray</p>
<div>
<p>Hi Jesse</p>
<p>Is the Next Run Date for securities ok but not for currencies?<br>
Mike</p>
</div>
<div>
<p>On Fri, Jan 04 at 02:23 PM PST, moneydancequotes01 wrote:</p>
<blockquote>
<p>Hi Derek,</p>
<p>Mike did a good job with the next run box in Linux with 2126 & MD 1706. Overanalysis? Sometimes I do that. File > Export Backup... will get to Slack in a little while.</p>
<p>Jesse<br></p>
<div class="moz-cite-prefix">On 1/4/19 4:24 PM, derekkent23 wrote:<br></div>
<blockquote type="cite">pre { width: 92%; margin: 10px 2%; padding: 5px 2%; background: #efefef; border: 1px solid #d6d6d6 } blockquote { margin-left: 0; padding-left: 1em; border-left: 5px solid #ccc; }
<table width="100%">
<tr>
<td>
<p>// Please reply above this line<br>
==================================================</p>
<p><b>From</b>: derekkent23</p>
<div>
<p>I am not support staff, just a user.</p>
<p>Hi Jesse</p>
<p>The Quote Loader build numbers you state for 2017 and 2010 are correct.</p>
<p>You have a valid issue with Linux and the next run box. I suspect Mike will take another look but I don’t think he run Linux which can make it a little tricky.</p>
<p>Your issue, 2019 hanging on File > Export Backup... that’s one for Sean, best explained in another thread.</p>
<p>For the rest you are overanalysing what’s going on, just accept it does what it does.</p>
</div>
<div>
<p>On Fri, Jan 04 at 12:20 PM PST, moneydancequotes01 wrote:</p>
<blockquote>
<p>Hi Mike,</p>
Build 2126 Next run date box looks better and clears the check box in MD 1706, both Windows & Linux.<br>
Build 3003 Next run date box looks better and clears the check box in MD 1835 in Windows.<br>
In Linux MD 1835 and QL build 3003 clears the check, but no change in Next run box; entire date still not visible.
<p>Just to be sure I'm running the correct combinations...</p>
MD 2017 (1706) has:<br>
Quote Loader 2126<br>
Rhumba 1036<br>
Hleofxquotes 226<br>
<br>
MD 2019 (1835) has:<br>
Quote Loader 3003<br>
Rhumba 1038<br>
Hleofxquotes 240
<p>Two more items. First...is there some enforced time out either from QL or Yahoo or MD for manual "Get prices?" I am not referring to real time vs. 20 minute delay. It's looking like Get prices works on first click, then on subsequent click a couple minutes later QL returns the same values as from the first click. QL acts like it's getting quotes, Previous quotes look zeroed and New Price column color changes, but "new" value returns the same.</p>
<p>After awhile QL will get prices. Close & reopen MD and QL can immediately "Get prices." No currency configured. I have three stocks and three indices: DOW, NASDAQ Composite, and S & P 500. All quotes through Yahoo. Maybe an individual stock will go a couple minutes with no change, but those three indices change several times every minute.</p>
<p>While being obsessed with "Get prices," I came across another little quirk. Click Get prices and let them download. Tick the Click to select all lines, but do not save; do not click Save Selected Values. Click Get prices again. The New Price and Select columns clear. Click to select all lines remains checked.</p>
<p>Now, back to looking at a MD 2019 hang (1835 & prior builds) that I get in Linux with File > Export Backup... to a mounted NTFS data partition. MD 1706 gives an error message, 1835 hangs on the message. I think MD has an issue with fstab owner and group. I think MD should export the backup, no error. But I've been wrong before...just ask the ex-wives. :)<br></p>
<p>Regards,</p>
<p>Jesse<br></p>
<div class="moz-cite-prefix">On 1/3/19 5:56 AM, Mike Bray wrote:<br></div>
<blockquote type="cite">pre { width: 92%; margin: 10px 2%; padding: 5px 2%; background: #efefef; border: 1px solid #d6d6d6 } blockquote { margin-left: 0; padding-left: 1em; border-left: 5px solid #ccc; }
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<tr>
<td>
<p>// Please reply above this line<br>
==================================================</p>
<p><b>From</b>: Mike Bray</p>
<div>
<p>Builds 2126 for MD 2015/7 and 3003 for MD 2019 have (truncated)</p>
</div>
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</blockquote>moneydancequotes01tag:infinitekind.tenderapp.com,2009-01-14:Comment/467295682019-01-06T09:25:03Z2019-08-02T15:37:45ZQuote Loader Security/Currency price loader for Moneydance 2019<div><p>Jesse</p>
<p>When you change the MD Theme you have to restart MD to make sure the theme has an effect. As I am using Java I don't have platform specific code. Also, my extension is written with the philosophy that the user is going to use MD in a normal manner to manage finances.</p>
<p>Though I understand your desire to investigate the various interactions between Linux and MD when you change the colour schemes I think you really need to take responsibility of working out the effect of your changes. I have added a parameter to the Next Run date display that ensures that the field is 10 characters wide which works on Windows and Mac.. It should work on Linux. As has been said I don't have a Linux system and can not test my changes on Linux.</p>
<p>I will obviously support you with any problems with the functionality of Quote Loader.</p>
<p>Regards<br>
Mike</p></div>Mike Bray (Quote Loader Author)tag:infinitekind.tenderapp.com,2009-01-14:Comment/467295682019-01-08T13:46:14Z2019-08-02T15:37:45ZQuote Loader Security/Currency price loader for Moneydance 2019<div><p>Third-party Quote Loader System 2019 ONLY.</p>
<p>I am not support staff, just a user.</p>
<p>Update<br>
Add test to ensure securityquoteload.mxt cannot be installed on Moneydance builds less than 1820, thus will only install on Moneydance 2019.</p>
<p><strong>WARNING use the correct set of quote loader elements for the version of moneydance you are running or run the risk of corrupting your data set. Don’t use 2017 build element in 2019 or vice versa.</strong></p>
<p><strong>Upgrading Moneydance 2017 to 2019. Upgrade the three elements of the Quote Loader as instructed, bottom page 3 of the PDF, before running the Quote Loader.</strong></p>
<p>For 2017 see this thread <a href="http://help.infinitekind.com/discussions/investments/3771-third-party-quote-loader-system">http://help.infinitekind.com/discussions/investments/3771-third-par...</a></p>
<p>securityquoteload.mxt ---------2019 Updated to 3004<br>
rhumba.mxt ----------------------2019 Remains 1038<br>
hleOfxQuotes.jar ----------------2019 Remains 240</p>
<p>PDF “Quote Loader System by Mike Bray and hleofxquotes” updated to V5.5. Tutorial Video Remains V5.1. PDF “Moneydance Quote Loader System Handling Cryptocurrencies and Market Indices” remains at V2.0</p>
<p><strong>Users must uninstall the Quotes and Rates Updater extension to Prevent Conflicts!!</strong></p>
<p>To receive email notification to updates on this thread, click the SUBSCRIBE button in the box at the top right of the forum page.</p>
<p>A collaboration between the two software developers Mike Bray and Hleofxquotes.<br>
PDF’s and Video by Derek Kent.</p>
<p>The system provides an end to end solution, obtaining quotes from a choice of two sources and entering them into the relevant History window, all from a single window within Moneydance. The system can obtain Security prices, Exchange Rates, Market indices, Cryptocurrency Rates and prices for Cryptocurrency Investments. The system provides quotes from many stock exchanges, US, Canada, UK, Europe and Australia to name but a few. The process of obtaining quotes from the selected source is fast and error free.</p>
<p>Download the attached PDF, use the links to download the Quote Loader system elements and follow the instructions on how to use.</p>
<p>The PDF also contains a link to a tutorial on YouTube.</p>
<p>The link provides access to second PDF that covers the creation and importing of Cryptocurrencies and Market Indices into Moneydance.</p>
<p>Please keep this thread to this subject on how to use Quote Loader system.<br>
Please try this approach and if you find it useful please take the time to post comments and outline any problems you may find.<br>
Please provide feedback on how well UK, Mainland Europe, USA, Canadian, Australian and other stocks and funds are covered.</p>
<p>Acknowledgement to Kevin N and dwg for their support during development.</p>
<p>Hope this helps.</p></div>derekkent23tag:infinitekind.tenderapp.com,2009-01-14:Comment/467295682019-01-08T17:10:29Z2019-08-02T15:37:45ZQuote Loader Security/Currency price loader for Moneydance 2019<div><p>Does your caution not to upgrade 2017 to 2019 only apply to the current beta, 1838? Is it safe to upgrade to the production version of 2019, 1832?</p></div>tonyblunttag:infinitekind.tenderapp.com,2009-01-14:Comment/467295682019-01-08T18:57:46Z2019-08-02T15:37:45ZQuote Loader Security/Currency price loader for Moneydance 2019<div><p>I am not support staff, just a user.</p>
<p>Hi Tony</p>
<p>The warning is valid until Sean (Moneydance) decide to release 2019 as a stable release.<br>
Sill finding bugs in 2019 preview.</p>
<p>Hope this helps</p></div>derekkent23tag:infinitekind.tenderapp.com,2009-01-14:Comment/467295682019-01-17T15:34:18Z2019-08-02T15:37:45ZQuote Loader Security/Currency price loader for Moneydance 2019<div><p>Third-party Quote Loader System 2019 ONLY.</p>
<p>I am not support staff, just a user.</p>
<p>Update<br>
Add the ability to Export Data in a CSV file format.</p>
<p><strong>WARNING use the correct set of quote loader elements for the version of moneydance you are running or run the risk of corrupting your data set. Don’t use 2017 build element in 2019 or vice versa.</strong></p>
<p><strong>Upgrading Moneydance 2017 to 2019. Upgrade the three elements of the Quote Loader as instructed, bottom page 3 of the PDF, before running the Quote Loader.</strong></p>
<p>For 2017 see this thread <a href="http://help.infinitekind.com/discussions/investments/3771-third-par">http://help.infinitekind.com/discussions/investments/3771-third-par</a>...</p>
<p>securityquoteload.mxt ---------2019 Updated to 3005<br>
rhumba.mxt ----------------------2019 Remains 1038<br>
hleOfxQuotes.jar ----------------2019 Remains 240</p>
<p>PDF “Quote Loader System by Mike Bray and hleofxquotes” updated to V6.0. Tutorial Video Remains V5.1. PDF “Moneydance Quote Loader System Handling Cryptocurrencies and Market Indices” remains at V2.0</p>
<p><strong>Users must uninstall the Quotes and Rates Updater extension to Prevent Conflicts!!</strong></p>
<p>A collaboration between the two software developers Mike Bray and Hleofxquotes.<br>
PDF’s and Video by Derek Kent.</p>
<p>The system provides an end to end solution, obtaining quotes from a choice of two sources and entering them into the relevant History window, all from a single window within Moneydance. The system can obtain Security prices, Exchange Rates, Market indices, Cryptocurrency Rates and prices for Cryptocurrency Investments. The system provides quotes from many stock exchanges, US, Canada, UK, Europe and Australia to name but a few. The process of obtaining quotes from the selected source is fast and error free.</p>
<p>Download the attached PDF, use the links to download the Quote Loader system elements and follow the instructions on how to use.</p>
<p>The PDF also contains a link to a tutorial on YouTube.</p>
<p>The link provides access to second PDF that covers the creation and importing of Cryptocurrencies and Market Indices into Moneydance.</p>
<p>Please keep this thread to this subject on how to use Quote Loader system.<br>
Please try this approach and if you find it useful please take the time to post comments and outline any problems you may find.<br>
Please provide feedback on how well UK, Mainland Europe, USA, Canadian, Australian and other stocks and funds are covered.</p>
<p>Acknowledgement to Kevin N and dwg for their support during development.</p>
<p>To receive email notification to updates on this thread, click the SUBSCRIBE button in the box at the top right of the forum page.</p>
<p>Hope this helps.</p>
<p>ALWAYS CHECK TO SEE IF THERE IS A NEW PDF IN A LATER POST!</p></div>derekkent23tag:infinitekind.tenderapp.com,2009-01-14:Comment/467295682019-01-18T22:03:38Z2019-08-02T15:37:45ZQuote Loader Security/Currency price loader for Moneydance 2019<div><p>Just wanted to say a big thanks to Mike for his work on this. I have over 250 separate securities that I have had to manually update, and as you can imagine it has been quite time consuming. I've updated to the new MD 2019 version and the latest Quote Loader and so far so good. Much appreciated.</p>
<p>Tim</p></div>timfetnertag:infinitekind.tenderapp.com,2009-01-14:Comment/467295682019-01-18T22:18:58Z2019-08-02T15:37:44ZQuote Loader Security/Currency price loader for Moneydance 2019<div><p>From: sprimost</p>
<p>Just one minor point on the documentation, since I have done some edge<br>
testing of the Quote Loader on a development computer using LINUX with<br>
Moneydance 2017.10 (1706). There is a slight quirk if you load these<br>
extensions prior to loading other extension....extension manager<br>
complains after you restart...if you again restart (I think I panic'ed<br>
and did an export of the data just in case).</p>
<p>Also, if you wanted to update these extensions, do you need to uninstall<br>
all or just follow the instructions for installing and it will update?</p>
<p>Thanks, and as always, great job!</p></div>sprimosttag:infinitekind.tenderapp.com,2009-01-14:Comment/467295682019-01-18T22:25:57Z2019-08-02T15:37:44ZQuote Loader Security/Currency price loader for Moneydance 2019<div><p>I am not support staff, just a user.</p>
<p>Hi Tim</p>
<p>Thanks for taking the time to let us know that the Quote Loader is working for you.<br>
Quote Loader is a collaboration between two software developers Mike Bray and Hleofxquotes.<br>
PDF’s and Video by your truly.</p></div>derekkent23tag:infinitekind.tenderapp.com,2009-01-14:Comment/467295682019-01-18T22:50:53Z2019-08-02T15:37:44ZQuote Loader Security/Currency price loader for Moneydance 2019<div><p>I am not support staff, just a user.<br>
Hi sprimost</p>
<p>You are in the wrong thread to discuss Quote Loader issues relating to 2017, but perhaps they relate to 2019 as well.<br>
I am a windows user and will test your comments relating to installing the Quote Loader extension when no other extensions are installed. Certainly, on windows there is no need to uninstall Quote Loader extensions before loading new builds, the only restriction as outlined in the PDF is if both “hleOfxQuotes.jar” and “rhumba.mxt” are updated, install “hleOfxQuotes.jar” first. During testing I have move back and forward through dozens of builds and have never had to uninstall. Mike has access to a Mac and I guess he will comment. However, neither of us use Linux, hleOfxQuotes may be able to shed some light.<br>
In any event, in operation I am glad it's producing the goods.</p></div>derekkent23tag:infinitekind.tenderapp.com,2009-01-14:Comment/467295682019-01-18T23:28:08Z2019-08-02T15:37:44ZQuote Loader Security/Currency price loader for Moneydance 2019<div><blockquote>
<p>There is a slight quirk if you load these extensions prior to loading other extension....extension manager<br>
complains after you restart...if you again restart (I think I panic'ed<br>
and did an export of the data just in case).</p>
</blockquote>
<p>Can you expand on what "extension manager<br>
complains" ?</p></div>hleofxquotestag:infinitekind.tenderapp.com,2009-01-14:Comment/467295682019-01-18T23:39:32Z2019-08-02T15:37:44ZQuote Loader Security/Currency price loader for Moneydance 2019<div><p>Hi hleofquotes</p>
<p>I thought it might appear in the 2019 version, if I was seeing it in the<br>
2017 version, so I posted in 2019 rather than having to cross post in<br>
two different threads.</p>
<p>As to what I saw, I don't remember the precise error code, but extension<br>
manager refused to run at all. It would not show the list of extensions<br>
although I could see the list in the drop down menu. In thinking about<br>
the sequnece of events, I might have installed two of the three<br>
extensions, done a restart of MD, and then installed the third without<br>
restarting again.</p>
<p>I think it is a minor issue, and not to waste too many brain cells on<br>
it. The instructions are clear, and the warnings do make it clear to<br>
back-up everything.</p>
<p>/sprimost</p></div>sprimosttag:infinitekind.tenderapp.com,2009-01-14:Comment/467295682019-01-18T23:45:40Z2019-08-02T15:37:44ZQuote Loader Security/Currency price loader for Moneydance 2019<div><p>From: sprimost</p>
<p>So, when either going from MD2017 to MD2019 or when just upgrading to<br>
new version in general, the same instructions explicitly apply:<br>
Step 1. Install the two extensions by dragging and dropping them into the Moneydance’s sidebar.<br>
Step 2. Run the Rhumba extension from EXTENSIONS to give the pop-up as described.<br>
Step 3. Drag and Drop the hleofxquotes program, hleofxquote.jar, into the window to install and click OK.</p>
<p>Got it!</p></div>sprimosttag:infinitekind.tenderapp.com,2009-01-14:Comment/467295682019-01-19T08:17:33Z2019-08-02T15:37:44ZQuote Loader Security/Currency price loader for Moneydance 2019<div><p>I am not support staff, just a user.<br>
Hi sprimost</p>
<p>Windows, installing Quote Loader test 2017.10(1706). Uninstalled all extensions as well as deleting the “.rhumba” folder. Followed the PDF to install QL. Experienced no issues. Tried installing the two extension “securityquoteload.mxt” first then “rhumba.mxt”. Also tried the reverse order still no issues. Then installed hleofxquote.jar. I also tried installed the two extensions, restarted Moneydance then installed hleofxquote.jar, no issues. So, whatever issue you had on Linux I can’t reproduce it on windows.<br>
As you say I want waste too many brain cells on it. But worth a test.</p></div>derekkent23tag:infinitekind.tenderapp.com,2009-01-14:Comment/467295682019-01-21T10:04:26Z2019-08-02T15:37:44ZQuote Loader Security/Currency price loader for Moneydance 2019<div><p>Third-party Quote Loader System 2019 ONLY.</p>
<p>I am not support staff, just a user.</p>
<p>Update<br>
In rhumba add “Get System Info” to Info tab. Only used by advanced user to aid debugging.</p>
<p><strong>WARNING use the correct set of quote loader elements for the version of moneydance you are running or run the risk of corrupting your data set. Don’t use 2017 build element in 2019 or vice versa.</strong></p>
<p><strong>Upgrading Moneydance 2017 to 2019. Upgrade the three elements of the Quote Loader as instructed, bottom page 3 of the PDF, before running the Quote Loader.</strong></p>
<p>For 2017 see this thread <a href="http://help.infinitekind.com/discussions/investments/3771-third-par">http://help.infinitekind.com/discussions/investments/3771-third-par</a>...</p>
<p>securityquoteload.mxt ---------2019 Remains 3005<br>
rhumba.mxt ----------------------2019 Updated to1051<br>
hleOfxQuotes.jar ----------------2019 Remains 240</p>
<p>PDF “Quote Loader System by Mike Bray and hleofxquotes” remains to V6.0. Tutorial Video remains V5.1. PDF “Moneydance Quote Loader System Handling Cryptocurrencies and Market Indices” remains at V2.0</p>
<p><strong>Users must uninstall the Quotes and Rates Updater extension to Prevent Conflicts!!</strong></p>
<p>A collaboration between the two software developers Mike Bray and Hleofxquotes.<br>
PDF’s and Video by Derek Kent.</p>
<p>The system provides an end to end solution, obtaining quotes from a choice of two sources and entering them into the relevant History window, all from a single window within Moneydance. The system can obtain Security prices, Exchange Rates, Market indices, Cryptocurrency Rates and prices for Cryptocurrency Investments. The system provides quotes from many stock exchanges, US, Canada, UK, Europe and Australia to name but a few. The process of obtaining quotes from the selected source is fast and error free.</p>
<p>Download the attached PDF, use the links to download the Quote Loader system elements and follow the instructions on how to use.</p>
<p>The PDF also contains a link to a tutorial on YouTube.</p>
<p>The link provides access to second PDF that covers the creation and importing of Cryptocurrencies and Market Indices into Moneydance.</p>
<p>Please keep this thread to this subject on how to use Quote Loader system.<br>
Please try this approach and if you find it useful please take the time to post comments and outline any problems you may find.<br>
Please provide feedback on how well UK, Mainland Europe, USA, Canadian, Australian and other stocks and funds are covered.</p>
<p>Acknowledgement to Kevin N and dwg for their support during development.</p>
<p>To receive email notification to updates on this thread, click the SUBSCRIBE button in the box at the top right of the forum page.</p>
<p>Hope this helps.</p>
<p>ALWAYS CHECK TO SEE IF THERE IS A NEW PDF IN A LATER POST!</p></div>derekkent23tag:infinitekind.tenderapp.com,2009-01-14:Comment/467295682019-01-30T04:03:12Z2019-08-02T15:37:43ZQuote Loader Security/Currency price loader for Moneydance 2019<div><p>Today I successfully updated to 2019.1 (1855) on my primary PC (Win10)<br>
I then successfully uploaded Security Quote Load 3005 and Rhumba 1051 from Mike Bray's 2019 download web page. However, I have run into a problem with uploading hleOfxQuotes.<br>
Mike's 2019 download page will only download version 225. (I was on 226).<br>
I tried to download version 240 from the Rhumba Install window where a link gives the ability to install/upgrade hleofxquotes. However, this link opens Mike Bray's 2015 download page (it looks like this link needs updating).<br>
The strange thing is that I successfully downloaded and updated all 3 extensions on my synced laptop and tablet.(both Win10)<br>
The only thing I can think I did differently on the laptop and tablet, was that I downloaded the extensions prior to updating to MD 2019.1, Whereas on my primary PC I updated to 2019.1 before down loading the 3 extensions.<br>
Is it OK to stay with version 225? If not, then any help to install version 240 would be appreciated.<br>
Royce</p></div>roycetag:infinitekind.tenderapp.com,2009-01-14:Comment/467295682019-01-30T06:12:25Z2019-08-02T15:37:43ZQuote Loader Security/Currency price loader for Moneydance 2019<div><p>I'm a fellow user.</p>
<p>Build 225 is for Moneydance 2017 while build 240 is for Moneydance 2019</p>
<p>The file on the Moneydance 2017 (2015) site is 21.8MB while on the Moneydance 2019 site is 24.5MB.</p>
<p>I have now just installed Quote Loader for Moneydance 2019 and the correct versions are installed</p></div>dwgtag:infinitekind.tenderapp.com,2009-01-14:Comment/467295682019-01-30T07:03:42Z2019-08-02T15:37:43ZQuote Loader Security/Currency price loader for Moneydance 2019<div><p>Thanks dwg,</p>
<p>I have tried again to load hleofxquotes from the 2019 download page (24.5 MG), version 240, but I continue to get version 225.</p>
<p>I also tried to update from the rhumba install link function, but continue to get 2015 download page. So this link is not up to date.</p>
<p>Royce</p></div>roycetag:infinitekind.tenderapp.com,2009-01-14:Comment/467295682019-01-30T07:46:05Z2019-08-02T15:37:43ZQuote Loader Security/Currency price loader for Moneydance 2019<div><p>I took the approach of downloading all 3 files to my hard disk and installed using these.</p></div>dwgtag:infinitekind.tenderapp.com,2009-01-14:Comment/467295682019-01-30T08:22:18Z2019-08-02T15:37:43ZQuote Loader Security/Currency price loader for Moneydance 2019<div><p>I am not support staff, just a user.<br>
Hi Royce</p>
<p>The link in the Install tab of rhumba has the wrong link it takes you to the 2017 download page!</p>
<p>Until this is fixed use the link in the PDF. Don’t download the files into a folder were the files already exist. Doing so will change their names. They will not install into Moneydance.<br>
Also you may need to clear the cached data in your browser as it may think it has already downloaded the files so does not need to download them again.</p>
<p>Sorry for the inconvenience.</p>
<p>Hope this helps.</p></div>derekkent23tag:infinitekind.tenderapp.com,2009-01-14:Comment/467295682019-01-30T09:32:26Z2019-08-02T15:37:43ZQuote Loader Security/Currency price loader for Moneydance 2019<div><p>Third-party Quote Loader System 2019 ONLY.</p>
<p>I am not support staff, just a user.</p>
<p>Update<br>
Add source Yahoo HD which provides Closing Prices.</p>
<p><strong>WARNING use the correct set of quote loader elements for the version of moneydance you are running or run the risk of corrupting your data set. Don’t use 2017 build element in 2019 or vice versa.</strong></p>
<p><strong>Upgrading Moneydance 2017 to 2019. Upgrade the three elements of the Quote Loader as instructed, bottom page 3 of the PDF, before running the Quote Loader.</strong></p>
<p>Note: for existing users don’t use the link to the 2019 Quote Loader download page in rhumba, use the link in the PDF.</p>
<p>For 2017 see this thread <a href="http://help.infinitekind.com/discussions/investments/3771-third-par">http://help.infinitekind.com/discussions/investments/3771-third-par</a>...</p>
<p>securityquoteload.mxt ---------2019 Updated to 3006<br>
rhumba.mxt ----------------------2019 Updated to 1053<br>
hleOfxQuotes.jar ----------------2019 Updated to 259</p>
<p>PDF “Quote Loader System by Mike Bray and hleofxquotes” updated to V6.1. Tutorial Video remains V5.1. PDF “Moneydance Quote Loader System Handling Cryptocurrencies and Market Indices” remains at V2.0</p>
<p><strong>Users must uninstall the Quotes and Rates Updater extension to Prevent Conflicts!!</strong></p>
<p>A collaboration between the two software developers Mike Bray and Hleofxquotes.<br>
PDF’s and Video by Derek Kent.</p>
<p>The system provides an end to end solution, obtaining quotes from a choice of two sources and entering them into the relevant History window, all from a single window within Moneydance. The system can obtain Security prices, Exchange Rates, Market indices, Cryptocurrency Rates and prices for Cryptocurrency Investments. The system provides quotes from many stock exchanges, US, Canada, UK, Europe and Australia to name but a few. The process of obtaining quotes from the selected source is fast and error free.</p>
<p>Download the attached PDF, use the links to download the Quote Loader system elements and follow the instructions on how to use.</p>
<p>The PDF also contains a link to a tutorial on YouTube.</p>
<p>The link provides access to second PDF that covers the creation and importing of Cryptocurrencies and Market Indices into Moneydance.</p>
<p>Please keep this thread to this subject on how to use Quote Loader system.<br>
Please try this approach and if you find it useful please take the time to post comments and outline any problems you may find.<br>
Please provide feedback on how well UK, Mainland Europe, USA, Canadian, Australian and other stocks and funds are covered.</p>
<p>Acknowledgement to Kevin N and dwg for their support during development.</p>
<p>To receive email notification to updates on this thread, click the SUBSCRIBE button in the box at the top right of the forum page.</p>
<p>Hope this helps.</p>
<p>ALWAYS CHECK TO SEE IF THERE IS A NEW PDF IN A LATER POST!</p></div>derekkent23tag:infinitekind.tenderapp.com,2009-01-14:Comment/467295682019-01-30T18:42:54Z2019-08-02T15:37:43ZQuote Loader Security/Currency price loader for Moneydance 2019<div><p>Thanks Derek,<br>
I cleared my browser cache as suggested,<br>
I then uninstalled all 3 extension, and downloaded all 3 from your latest PDF (V6.1) link. I deleted all previous downloads from my download folder.<br>
Outcome was the same. Quote Loader 3006 and Rhumba 1053 downloaded OK, but hleofxquoytes version 225 still downloads. This extension seems to copy into the Rhumba Install window OK, but doesn't save..<br>
Any further ideas?<br>
Royce</p></div>roycetag:infinitekind.tenderapp.com,2009-01-14:Comment/467295682019-01-30T19:06:47Z2019-08-02T15:37:42ZQuote Loader Security/Currency price loader for Moneydance 2019<div><p>I am not support staff, just a user.<br>
Hi Royce</p>
<p>In moneydance click on HELP – SHOW DOCUMENT FOLDER. This opens file explorer. Close Moneydance. Go up one folder level you should see a folder called “fmodules”. Enter that folder. Then enter the folder “.rhumba” Delete all files starting in “helOfxQuotes”.<br>
Then open Moneydance and install helOfxQuotes.jar again.</p>
<p>Hope this helps.</p></div>derekkent23tag:infinitekind.tenderapp.com,2009-01-14:Comment/467295682019-01-30T19:38:10Z2019-08-02T15:37:42ZQuote Loader Security/Currency price loader for Moneydance 2019<div><p>Hi Royce, check for the possibility that the download file (by your browser) is named</p>
<ul>
<li>hleOfxQuotes.jar (1) or something like that</li>
</ul>
<p>That could happen if there is already a file hleOfxQuotes.jar in a Download directory. In that case delete all hleOfxQuotes*.jar files in your Download directory and use your browser to download again.</p>
<p>hleOfxQuotes.jar build 259 should have the following size<br></p>
<pre>
<code>28709914 hleOfxQuotes.jar</code>
</pre>
<p>and the following MD5 checksum<br></p>
<pre>
<code>$ md5 hleOfxQuotes.jar
MD5 (hleOfxQuotes.jar) = ebf1280eda0f5c79d755e993cbb23d15</code>
</pre></div>hleofxquotestag:infinitekind.tenderapp.com,2009-01-14:Comment/467295682019-01-30T19:41:25Z2019-08-02T15:37:42ZQuote Loader Security/Currency price loader for Moneydance 2019<div><p>Thanks to the developers of this extension! I'm up and running ok on MD 2019!</p></div>redtag:infinitekind.tenderapp.com,2009-01-14:Comment/467295682019-01-30T23:19:30Z2019-08-02T15:37:42ZQuote Loader Security/Currency price loader for Moneydance 2019<div><p>Hi, I just upgraded to MD build 1855 on an iMac running 10.14.2. I updated all 3 components, but when I tried to open Quote Loader, I got the message shown. I uninstalled all 3, quit and relaunched MD, then reinstalled all 3 in the correct order, but I still get the same message. This is the first time I've had a problem with Quote Loader, and I hope there's an easy fix, because it has worked great. Thank you for all your hard work.</p></div>prouffatag:infinitekind.tenderapp.com,2009-01-14:Comment/467295682019-01-31T00:26:05Z2019-08-02T15:37:42ZQuote Loader Security/Currency price loader for Moneydance 2019<div><p>@prouffa,</p>
<p>Regarding the error "Extension Rhumba is not present", can you see if the Rhumba itself is installed or not.</p>
<p>Menu: Extension -> is there a menu entry "Rhumba ...." ?</p></div>hleofxquotestag:infinitekind.tenderapp.com,2009-01-14:Comment/467295682019-01-31T02:23:20Z2019-08-02T15:37:42ZQuote Loader Security/Currency price loader for Moneydance 2019<div><p>Derek - you are a genius. Deleting the helOfxQuotes files in the "rhumba" folder fixed the problem<br>
Thanks again<br>
Royce<br>
PS: Love the extension.</p></div>roycetag:infinitekind.tenderapp.com,2009-01-14:Comment/467295682019-01-31T03:29:48Z2019-08-02T15:37:42ZQuote Loader Security/Currency price loader for Moneydance 2019<div><p>hleofxquotes,</p>
<p>Yes, Rhumba 1053 appears in the Extensions drop-down as well as Manage Extensions. For the time being, I have uninstalled both Rhumba and Quote Loader, and I would uninstall hleofxquotes if I knew how to. Like Royce, I love the extension and am looking forward to getting it working again.</p></div>prouffatag:infinitekind.tenderapp.com,2009-01-14:Comment/467295682019-01-31T03:39:59Z2019-08-02T15:37:41ZQuote Loader Security/Currency price loader for Moneydance 2019<div><p>To "uninstall" hleofxquotes, following the directory Derek gave in comment #35<br>
<a href="http://help.infinitekind.com/discussions/investments/4039-quote-loader-securitycurrency-price-loader-for-moneydance-2019#comment_46893863">http://help.infinitekind.com/discussions/investments/4039-quote-loa...</a></p>
<p>... In moneydance click on HELP – SHOW DOCUMENT FOLDER. This opens file explorer. Close Moneydance. Go up one folder level you should see a folder called “fmodules”. Enter that folder. Then enter the folder “.rhumba” Delete all files starting in “helOfxQuotes”.</p>
<p>Hopefully Mike B. can chime in on the current error. I think he will ask if you can provide the MD console log.</p></div>hleofxquotestag:infinitekind.tenderapp.com,2009-01-14:Comment/467295682019-01-31T11:30:52Z2019-08-02T15:37:41ZQuote Loader Security/Currency price loader for Moneydance 2019<div><p>Royce, please use this link to download the zip file (QL-release--20190331.zip):<br>
<a href="https://bitbucket.org/mikerb/moneydance-2019/downloads/">https://bitbucket.org/mikerb/moneydance-2019/downloads/</a></p>
<p>Once you have downloaded extract the folder inside to your download area.</p>
<p>Find the fmodules folder for Moneydance. It is under:</p>
<p>Windows: C;/Users/{username}/.moneydance<br>
Unix ~/.moneydance<br>
Mac library/containers/com.infinitekind.moneydanceOSX/data/library/application support/Moneydance</p>
<p>Copy the files rhumba.mxt and securityquoteload.mxt in the fmodules folder replacing existing files.</p>
<p>Change directory to .rhumba (it is a subfolder of fmodules)</p>
<p>IMPORTANT!! - Delete any file starting with hle and has a type of .jar</p>
<p>Copy the file hleofxquotes.jar into this folder.</p></div>Mike Bray (Quote Loader Author)tag:infinitekind.tenderapp.com,2009-01-14:Comment/467295682019-01-31T12:38:10Z2019-08-02T15:37:41ZQuote Loader Security/Currency price loader for Moneydance 2019<div><p>Third-party Quote Loader System 2019 ONLY.</p>
<p>I am not support staff, just a user.</p>
<p>Updates<br>
1. Correct issue in rhumba providing link to wrong download site.<br>
2. Add System Colour button in rhumba that some users may find useful.<br>
3. PDF outlines new download and install procedure.</p>
<p><strong>WARNING use the correct set of quote loader elements for the version of moneydance you are running or run the risk of corrupting your data set. Don’t use 2017 build element in 2019 or vice versa.</strong></p>
<p><strong>Upgrading Moneydance 2017 to 2019. Upgrade the three elements of the Quote Loader as instructed, bottom page 3 of the PDF, before running the Quote Loader.</strong></p>
<p>For 2017 see this thread <a href="http://help.infinitekind.com/discussions/investments/3771-third-par">http://help.infinitekind.com/discussions/investments/3771-third-par</a>...</p>
<p>securityquoteload.mxt ---------2019 build 3006<br>
rhumba.mxt ----------------------2019 build 1056<br>
hleOfxQuotes.jar ----------------2019 build 259</p>
<p>PDF “Quote Loader System by Mike Bray and hleofxquotes” updated to V6.2. Tutorial Video remains V5.1. PDF “Moneydance Quote Loader System Handling</p>
<p>Cryptocurrencies and Market Indices” remains at V2.0<br>
Users must uninstall the Quotes and Rates Updater extension to Prevent Conflicts!!</p>
<p>A collaboration between the two software developers Mike Bray and Hleofxquotes.<br>
PDF’s and Video by Derek Kent.</p>
<p>The system provides an end to end solution, obtaining quotes from a choice of two sources and entering them into the relevant History window, all from a single window within Moneydance. The system can obtain Security prices, Exchange Rates, Market indices, Cryptocurrency Rates and prices for Cryptocurrency Investments. The system provides quotes from many stock exchanges, US, Canada, UK, Europe and Australia to name but a few. The process of obtaining quotes from the selected source is fast and error free.</p>
<p>Download the attached PDF, use the links to download the Quote Loader system elements and follow the instructions on how to use.</p>
<p>The PDF also contains a link to a tutorial on YouTube.</p>
<p>The link provides access to second PDF that covers the creation and importing of Cryptocurrencies and Market Indices into Moneydance.</p>
<p>Please keep this thread to this subject on how to use Quote Loader system.<br>
Please try this approach and if you find it useful please take the time to post comments and outline any problems you may find.<br>
Please provide feedback on how well UK, Mainland Europe, USA, Canadian, Australian and other stocks and funds are covered.</p>
<p>Acknowledgement to Kevin N and dwg for their support during development.</p>
<p>To receive email notification to updates on this thread, click the SUBSCRIBE button in the box at the top right of the forum page.</p>
<p>Hope this helps.</p></div>derekkent23tag:infinitekind.tenderapp.com,2009-01-14:Comment/467295682019-01-31T12:39:17Z2019-08-02T15:37:41ZQuote Loader Security/Currency price loader for Moneydance 2019<div><p>PDF V6.2</p></div>derekkent23tag:infinitekind.tenderapp.com,2009-01-14:Comment/467295682019-01-31T22:06:09Z2019-08-02T15:37:41ZQuote Loader Security/Currency price loader for Moneydance 2019<div><p>Mike, hleofxquotes and Derek,</p>
<p>Downloading the .zip file and following instructions in pdf 6.2 seems to work, though right now I'm seeing yesterday's prices. I'll let you know if it's not updating properly.</p>
<p>Mike, as an FYI, ".rhumba" on a Mac is a hidden system file. I used TinkerTool from bresink.de to show the hidden folder and was able to delete all hle and jar files.</p>
<p>Thanks again for all your help!</p></div>prouffatag:infinitekind.tenderapp.com,2009-01-14:Comment/467295682019-01-31T22:24:32Z2019-08-02T15:37:41ZQuote Loader Security/Currency price loader for Moneydance 2019<div><p>I am not support staff, just a user.<br>
Hi Royce</p>
<p>If you fell when you test again you still have a issue post a screen shot of the full Quote Loader window so we can see your ticker symbols and setting such as source as well as New Price and Trade Date..</p>
<p>Thanks</p></div>derekkent23tag:infinitekind.tenderapp.com,2009-01-14:Comment/467295682019-01-31T22:55:41Z2019-08-02T15:37:41ZQuote Loader Security/Currency price loader for Moneydance 2019<div><p>Derek,</p>
<p>Will do. By the way, I'm not Royce. :)</p></div>prouffatag:infinitekind.tenderapp.com,2009-01-14:Comment/467295682019-02-01T12:07:57Z2019-08-02T15:37:40ZQuote Loader Security/Currency price loader for Moneydance 2019<div><p>Sorry Prouffa, replying to many posts.</p>
<p>Have Fun</p></div>derekkent23tag:infinitekind.tenderapp.com,2009-01-14:Comment/467295682019-02-01T19:50:11Z2019-08-02T15:37:40ZQuote Loader Security/Currency price loader for Moneydance 2019<div><p>Hello,<br>
Using the three files in the current zip with MD 1855 in Kubuntu 18.04 LTS. QL is 3007, rhumba 1056, hleOfxQuotes is 259.<br>
The extension breaks MD Preferences in Kubuntu as of QL 3006. Somehow the QL extension makes boxes visible on the MD preferences, but they can not be checked. QL 3006 & 3007 seem okay in Windows 10 Home.<br>
Two screen captures attached. One is MD preferences without QL and through QL 3005. Second capture is with QL 3006 & 3007.<br>
Regards,<br>
Jesse</p></div>moneydancequotes01tag:infinitekind.tenderapp.com,2009-01-14:Comment/467295682019-02-02T07:25:30Z2019-08-02T15:37:40ZQuote Loader Security/Currency price loader for Moneydance 2019<div><p>Hi Jesse</p>
<p>Sorry about that I have had a devil of a time getting the check boxes to work under Unix. The problem is caused by IK in the setting of the 'look and feel' under Unix. I have uploaded a new version (build 3008) in file QL-2019-release-20190202.zip. Let me know if there are any problems.</p>
<p>Thanks<br>
Mike</p></div>Mike Bray (Quote Loader Author)tag:infinitekind.tenderapp.com,2009-01-14:Comment/467295682019-02-02T07:43:16Z2019-08-02T15:37:40ZQuote Loader Security/Currency price loader for Moneydance 2019<div><p>Incorrect attachment</p>
<p><strong>Support please delete this post. Thanks</strong></p></div>derekkent23tag:infinitekind.tenderapp.com,2009-01-14:Comment/467295682019-02-02T15:57:03Z2019-08-02T15:37:40ZQuote Loader Security/Currency price loader for Moneydance 2019<div><p>Third-party Quote Loader System 2019 ONLY.</p>
<p>I am not support staff, just a user.</p>
<p>Update<br>
Linux fix</p>
<p><strong>WARNING use the correct set of quote loader elements for the version of moneydance you are running or run the risk of corrupting your data set. Don’t use 2017 build element in 2019 or vice versa.</strong></p>
<p><strong>Upgrading Moneydance 2017 to 2019. Upgrade the three elements of the Quote Loader as instructed, bottom page 3 of the PDF, before running the Quote Loader.</strong></p>
<p>For 2017 see this thread <a href="http://help.infinitekind.com/discussions/investments/3771-third-par">http://help.infinitekind.com/discussions/investments/3771-third-par</a>...</p>
<p>QL-2019-release-20190202.zip containing:<br>
securityquoteload.mxt ---------2019 build 3008<br>
rhumba.mxt ----------------------2019 build 1056<br>
hleOfxQuotes.jar ----------------2019 build 259</p>
<p>PDF “Quote Loader System by Mike Bray and hleofxquotes” remains V6.2. Tutorial Video remains V5.1. PDF “Moneydance Quote Loader System Handling Cryptocurrencies and Market Indices” remains at V2.0</p>
<p><strong>Users must uninstall the Quotes and Rates Updater extension to Prevent Conflicts!!</strong></p>
<p>A collaboration between the two software developers Mike Bray and Hleofxquotes.<br>
PDF’s and Video by Derek Kent.</p>
<p>The system provides an end to end solution, obtaining quotes from a choice of two sources and entering them into the relevant History window, all from a single window within Moneydance. The system can obtain Security prices, Exchange Rates, Market indices, Cryptocurrency Rates and prices for Cryptocurrency Investments. The system provides quotes from many stock exchanges, US, Canada, UK, Europe and Australia to name but a few. The process of obtaining quotes from the selected source is fast and error free.</p>
<p>Download the attached PDF, use the links to download the Quote Loader system elements and follow the instructions on how to use.</p>
<p>The PDF also contains a link to a tutorial on YouTube.</p>
<p>The link provides access to second PDF that covers the creation and importing of Cryptocurrencies and Market Indices into Moneydance.</p>
<p>Please keep this thread to this subject on how to use Quote Loader system.<br>
Please try this approach and if you find it useful please take the time to post comments and outline any problems you may find.<br>
Please provide feedback on how well UK, Mainland Europe, USA, Canadian, Australian and other stocks and funds are covered.</p>
<p>Acknowledgement to Kevin N and dwg for their support during development.<br>
To receive email notification to updates on this thread, click the SUBSCRIBE button in the box at the top right of the forum page.</p>
<p>Hope this helps.</p>
<p>ALWAYS CHECK TO SEE IF THERE IS A NEW PDF IN A LATER POST!</p></div>derekkent23tag:infinitekind.tenderapp.com,2009-01-14:Comment/467295682019-02-04T09:27:39Z2019-08-02T15:37:40ZQuote Loader Security/Currency price loader for Moneydance 2019<div><p>Third-party Quote Loader System 2019 ONLY.</p>
<p>I am not support staff, just a user.</p>
<p>Update.<br>
Introduction of the Quote Loader Installer extension.</p>
<p><strong>WARNING use the correct zip release for the version of moneydance you are running or run the risk of corrupting your data set. Don’t use 2017 zip release for 2019 or vice versa.</strong></p>
<p><strong>Upgrading Moneydance 2017 to 2019. Upgrade the Quote Loader using the installer as instructed on page 3 of the PDF, before running the Quote Loader.</strong></p>
<p>For 2017 see this thread <a href="http://help.infinitekind.com/discussions/investments/3771-third-par">http://help.infinitekind.com/discussions/investments/3771-third-par</a>...</p>
<p>qlinstaller.mxt ------ EDIT Updated to v3.<br>
QL-2019-release-20190202.zip containing:<br>
securityquoteload.mxt ---------2019 build 3008<br>
rhumba.mxt ----------------------2019 build 1056<br>
hleOfxQuotes.jar ----------------2019 build 259</p>
<p>PDF “Quote Loader System by Mike Bray and hleofxquotes” <strong>updated to V6.3.</strong> Tutorial Video <strong>updated V6.0.</strong> PDF “Moneydance Quote Loader System Handling Cryptocurrencies and Market Indices” remains at V2.0</p>
<p><strong>Users must uninstall the Quotes and Rates Updater extension to Prevent Conflicts!!</strong></p>
<p>A collaboration between the two software developers Mike Bray and Hleofxquotes.<br>
PDF’s and Video by Derek Kent.</p>
<p>The system provides an end to end solution, obtaining quotes from a choice of two sources and entering them into the relevant History window, all from a single window within Moneydance. The system can obtain Security prices, Exchange Rates, Market indices, Cryptocurrency Rates and prices for Cryptocurrency Investments. The system provides quotes from many stock exchanges, US, Canada, UK, Europe and Australia to name but a few. The process of obtaining quotes from the selected source is fast and error free.</p>
<p>Download the attached PDF, use the links to download the Quote Loader system elements and follow the instructions on how to use.</p>
<p>The PDF also contains a link to a tutorial on YouTube.</p>
<p>The link provides access to second PDF that covers the creation and importing of Cryptocurrencies and Market Indices into Moneydance.</p>
<p>Please keep this thread to this subject on how to use Quote Loader system.<br>
Please try this approach and if you find it useful please take the time to post comments and outline any problems you may find.<br>
Please provide feedback on how well UK, Mainland Europe, USA, Canadian, Australian and other stocks and funds are covered.</p>
<p>Acknowledgement to Kevin N and dwg for their support during development.</p>
<p>To receive email notification to updates on this thread, click the SUBSCRIBE button in the box at the top right of the forum page.</p>
<p>Hope this helps.</p>
<p>ALWAYS CHECK TO SEE IF THERE IS A NEW PDF IN A LATER POST!</p></div>derekkent23tag:infinitekind.tenderapp.com,2009-01-14:Comment/467295682019-02-04T11:40:00Z2019-08-02T15:37:40ZQuote Loader Security/Currency price loader for Moneydance 2019<div><p>I am having a problem after the 2019 upgrade.<br>
Deleted the old versions rhumba and quoteloader from the extension tool.<br>
Downloaded the qlinstaller, and the 20190202 zipfile and installed and restarted.<br>
Problem is that Quoteloader does not show up under the extensions menu or manage extensions.<br>
I have checked the .moneydance folder (I use W10) and it looks like all the right files are in the right places, and they all bear the timestamp of when i ran the qlinstaller.<br>
I have used the previous version for many months with no problem. Has anyone any ideas please?<br>
MikeP</p></div>mike.parfitttag:infinitekind.tenderapp.com,2009-01-14:Comment/467295682019-02-04T12:30:07Z2019-08-02T15:37:40ZQuote Loader Security/Currency price loader for Moneydance 2019<div><p>Hi MikeP<br>
Please can you delete the two .mxt files and the .rhumba directory under fmodules and rerun the installer. I suspect it was because the .rhumba directory was still there.<br>
Regards<br>
Mike</p></div>Mike Bray (Quote Loader Author)tag:infinitekind.tenderapp.com,2009-01-14:Comment/467295682019-02-04T12:45:56Z2019-08-02T15:37:39ZQuote Loader Security/Currency price loader for Moneydance 2019<div><p>Mike,<br>
That did the trick. I had deleted and reinstalled the two .mxt files, but had not deleted the whole rhumba directory, only the mxt file.<br>
Great stuff, and thanks for the super speedy response.<br>
MikeP</p></div>mike.parfitttag:infinitekind.tenderapp.com,2009-01-14:Comment/467295682019-02-04T13:27:23Z2019-08-02T15:37:39ZQuote Loader Security/Currency price loader for Moneydance 2019<div><p>I am not support staff, just a user.<br>
Hi mike.parfitt</p>
<p>The problem in the process you followed was after upgrading to 2019 you removed securityquoteload or rhumba using the Extension Manager. If you reread page 3 of the PDF V6.3 you are not asked to remove these extensions.</p>
<p>To confirm I reverted back to 2017 and Quote Loader elements for 2017. Upgraded to 2019 and followed the PDF to install Quote Loader. All worked. Reverted back to 2017 and Quote Loader elements for 2017. Upgraded to 2019 but this time used the Extension Manager to remove securityquoteload and rhumba. Installed Quote loader using the installer and as you found on restart Quote Loader was not listed under Extensions.</p>
<p>Anyway, glad Mike Brays advice has got you up and running again.</p>
<p>This post is mainly a reference for other users.</p>
<p>Have Fun</p></div>derekkent23tag:infinitekind.tenderapp.com,2009-01-14:Comment/467295682019-02-04T13:32:28Z2019-08-02T15:37:39ZQuote Loader Security/Currency price loader for Moneydance 2019<div><p>I will have a look at the installer and make it a little more intelligent.</p></div>Mike Bray (Quote Loader Author)tag:infinitekind.tenderapp.com,2009-01-14:Comment/467295682019-02-04T15:06:50Z2019-08-02T15:37:39ZQuote Loader Security/Currency price loader for Moneydance 2019<div><p>Hi. I have installed but receive the following error message... 'Extension Rhumba is not present....'. I have clicked on Extension -> Rhumba -> Test -> Get Prices, and all is working fine.<br>
Can you tell me how i can fix this error please?</p></div>pnewman3tag:infinitekind.tenderapp.com,2009-01-14:Comment/467295682019-02-04T15:21:55Z2019-08-02T15:37:39ZQuote Loader Security/Currency price loader for Moneydance 2019<div><p>I am not support staff, just a user.<br>
Hi pnewman3</p>
<p>You have just installed and hit a problem.<br>
What's your computer operating system?<br>
Did you follow the process in the PDF V6.3.<br>
What was your setup before you installed?<br>
Have you just upgraded to 2019 and were attempting to upgrade the Quote Loader for 2019?<br>
If you were a existing user did you use the extension manager to remove any of the Quote Loader extensions.<br>
Or are you a first-time user of the Quote Loader.</p>
<p>With this information we are more able to work out what went wrong and advice.</p></div>derekkent23tag:infinitekind.tenderapp.com,2009-01-14:Comment/467295682019-02-04T15:40:28Z2019-08-02T15:37:39ZQuote Loader Security/Currency price loader for Moneydance 2019<div><p>Did you restart moneydance?</p></div>Mike Bray (Quote Loader Author)tag:infinitekind.tenderapp.com,2009-01-14:Comment/467295682019-02-04T16:54:04Z2019-08-02T15:37:38ZQuote Loader Security/Currency price loader for Moneydance 2019<div><p>Mike you were correct. I missed the close after adding the extensions. Thank you guys!</p></div>pnewman3tag:infinitekind.tenderapp.com,2009-01-14:Comment/467295682019-02-04T20:51:21Z2019-08-02T15:37:38ZQuote Loader Security/Currency price loader for Moneydance 2019<div><p>just out of curiosity, where, on a Mac, running MD2019.1 (1855) should the rhumba.mxt and securityquoteload.mxt be put by the installer? The reason i ask is because the install behavior was way out of kilter with my thinking on what SHOULD be the selection file that i had put the zip into the same folder where i had older copies of those two files. Now i have those two installed in the hidden Rhumba folder and they are also in the parent folder, fmodules! all with the same date/time stamp.</p>
<p>Update: i decided to uninstall the hl*.jar, securityquoteload.mxt and rhumba.mxt and try the installer again. after a MD restart, and using the installer, the QL*.zip file is not selectable, frankly nothing can be chosen as the file to install. Again this is a Mac (MacOS 10.14.3) with MD 2019.1 installed</p></div>Mark Hackneytag:infinitekind.tenderapp.com,2009-01-14:Comment/467295682019-02-05T07:52:45Z2019-08-02T15:37:38ZQuote Loader Security/Currency price loader for Moneydance 2019<div><p>The extension files should be put into the 'Feature Modules' directory which I get from Moneydance. So they should be in the fmodule folder. If you do a 'new' install the installer first puts the .mxt files into the .rhumba directory and then installs them into the fmodules directory. I will be releasing a new version of the installer that deletes the files in the .rhumba directory after the install.</p>
<p>To trigger a 'new' install it is best to delete the two .mxt files and the .rhumba directory.</p>
<p>I would suggest that the zip file is put into the Downloads folder. I have tested it on a Mac (10.14.2).</p></div>Mike Bray (Quote Loader Author)tag:infinitekind.tenderapp.com,2009-01-14:Comment/467295682019-02-05T13:31:21Z2019-08-02T15:37:38ZQuote Loader Security/Currency price loader for Moneydance 2019<div><p>Please note, the two *.mxt files in the .rhumba directory do not disappear until Moneydance is closed down.</p>
<p>Please wait for build 2 of the installer which I will upload this afternoon (GMT)</p></div>Mike Bray (Quote Loader Author)tag:infinitekind.tenderapp.com,2009-01-14:Comment/467295682019-02-05T13:53:41Z2019-08-02T15:37:38ZQuote Loader Security/Currency price loader for Moneydance 2019<div><p>Thanks Mike. I'll wait for build 2. Maybe i've got a weird install of the OS or a permission issue, but the QL installer just will not let me select the zip file. it's grayed out and can not be selected.</p></div>Mark Hackneytag:infinitekind.tenderapp.com,2009-01-14:Comment/467295682019-02-05T14:39:23Z2019-08-02T15:37:38ZQuote Loader Security/Currency price loader for Moneydance 2019<div><p>I am not support staff, just a user.</p>
<p>Quote Loader Installer updated to V2<br>
To install follow page 3 in the PDF in post 54</p>
<p>Hope this helps.</p></div>derekkent23tag:infinitekind.tenderapp.com,2009-01-14:Comment/467295682019-02-05T15:21:15Z2019-08-02T15:37:38ZQuote Loader Security/Currency price loader for Moneydance 2019<div><p>Mike, Derek - thanks for your assistance but the installer still will not actively allow me to select the zip file, same as before. I'll just install the two .mxt files and hl*.jar file manually as i've previously done, just now from the manually expanded zip file.<br>
Appreciative of the help and the extensions! They work perfectly!</p></div>Mark Hackneytag:infinitekind.tenderapp.com,2009-01-14:Comment/467295682019-02-05T15:31:01Z2019-08-02T15:37:38ZQuote Loader Security/Currency price loader for Moneydance 2019<div><p>Mark, on the Mac the zip file shows up as a folder and you should be able to select the folder, unless there is a setting that I don’t know about. Does the zip file show up greyed out?</p></div>Mike Bray (Quote Loader Author)tag:infinitekind.tenderapp.com,2009-01-14:Comment/467295682019-02-05T15:35:08Z2019-08-02T15:37:37ZQuote Loader Security/Currency price loader for Moneydance 2019<div><p>yes it shows up greyed out. not selectable.</p></div>Mark Hackneytag:infinitekind.tenderapp.com,2009-01-14:Comment/467295682019-02-05T15:41:44Z2019-08-02T15:37:37ZQuote Loader Security/Currency price loader for Moneydance 2019<div><p>I'm going to sheepishly type this, but did i just not catch that i was supposed to unzip the file before attempting to use the installer? I'd assumed that you program read the content of the zipped file and then installed them. So on a lark, i unzipped, used the installer, selected the unzipped folder containing the three files and then all worked fine. So if i missed the unzip step, i need to apologize for wasting your time.</p></div>Mark Hackneytag:infinitekind.tenderapp.com,2009-01-14:Comment/467295682019-02-05T15:48:09Z2019-08-02T15:37:37ZQuote Loader Security/Currency price loader for Moneydance 2019<div><p>I am not support staff, just a user.<br>
Hi Mark</p>
<p>The intent is you should not need to unzip first.<br>
As a windows user QL installer works when the zip file is selected.<br>
Something else must be going on.<br>
Sure, Mike will get to the bottom of it.</p></div>derekkent23tag:infinitekind.tenderapp.com,2009-01-14:Comment/467295682019-02-05T15:52:31Z2019-08-02T15:37:37ZQuote Loader Security/Currency price loader for Moneydance 2019<div><p>OK, I have found the issue. When I tested on the Mac the zip file was automatically opened on download. I have now downloaded it as a zip file and managed to run the installer. I have uploaded a new build (3). Please download and try again, sorry for the inconvenience.</p></div>Mike Bray (Quote Loader Author)tag:infinitekind.tenderapp.com,2009-01-14:Comment/467295682019-02-05T16:09:15Z2019-08-02T15:37:37ZQuote Loader Security/Currency price loader for Moneydance 2019<div><p>Perfect!! Thanks and truly appreciate the effort and patience with my issue!</p></div>Mark Hackneytag:infinitekind.tenderapp.com,2009-01-14:Comment/467295682019-02-05T16:10:50Z2019-08-02T15:37:37ZQuote Loader Security/Currency price loader for Moneydance 2019<div><p>I am not support staff, just a user.</p>
<p>Quote Loader Installer updated to V3<br>
To install follow page 3 in the PDF in post 54</p>
<p>Hope this helps.</p></div>derekkent23tag:infinitekind.tenderapp.com,2009-01-14:Comment/467295682019-02-05T21:28:13Z2019-08-02T15:37:37ZQuote Loader Security/Currency price loader for Moneydance 2019<div><p>Mike, Your time and effort on this plugin is greatly appreciated. It almost looks like you are moving toward integrating this plugin with the Moneydance Extension menu. Looks like the only thing missing is updating straight through Moneydance Manage Extensions window. I hope that is where you are headed, but if not please keep up the great work. Love it.</p></div>robert.l.spauldingtag:infinitekind.tenderapp.com,2009-01-14:Comment/467295682019-02-06T11:17:26Z2019-08-02T15:37:36ZQuote Loader Security/Currency price loader for Moneydance 2019<div><p>Hi Robert<br>
Thanks for the feedback. I have contemplated asking TIK to register Quote Loader. There are two disadvantages as I see. First getting updates out could take longer, secondly TIK already has the Quotes and Exchange Rates extension which is a direct competitor with Quote Loader. Anyhow, I have asked Sean if he is interested.<br>
Mike</p></div>Mike Bray (Quote Loader Author)tag:infinitekind.tenderapp.com,2009-01-14:Comment/467295682019-02-06T21:18:14Z2019-08-02T15:37:36ZQuote Loader Security/Currency price loader for Moneydance 2019<div><p>Thanks, would definitely simplify from user end. I always like being cutting edge, but becoming a bit tedious keeping up.</p></div>robert.l.spauldingtag:infinitekind.tenderapp.com,2009-01-14:Comment/467295682019-02-16T22:42:12Z2019-08-02T15:37:36ZQuote Loader Security/Currency price loader for Moneydance 2019<div><p>I downloaded and installed quote loader per the instructions with no problems. However, after restarting MoneyDance Quote loader does not appear in the Extensions menu.</p></div>thboydtag:infinitekind.tenderapp.com,2009-01-14:Comment/467295682019-02-17T08:46:45Z2019-08-02T15:37:36ZQuote Loader Security/Currency price loader for Moneydance 2019<div><p>Hi thboyd</p>
<p>Please can you do the following:</p>
<p>Start quote loader installer and let me know what it says is installed.<br>
Click on Help, select Turn Debug On/Off, selected Detailed<br>
Select your zip file and click on install.<br>
Post the error log before restarting MoneyDance</p>
<p>Also, please can you tell me what version of MD you are using and what OS you are using.</p>
<p>If you have any issues with the above let me know.</p>
<p>Regards<br>
Mike Bray</p></div>Mike Bray (Quote Loader Author)tag:infinitekind.tenderapp.com,2009-01-14:Comment/467295682019-02-17T12:29:40Z2019-08-02T15:37:35ZQuote Loader Security/Currency price loader for Moneydance 2019<div><p>I'm using MoneyDance 2019.1 build 1855 on on OS X 10.14.3.</p>
<p>I followed your instructions but do not see an error log. Here's the screen shot after the install</p></div>thboydtag:infinitekind.tenderapp.com,2009-01-14:Comment/467295682019-02-17T12:55:12Z2019-08-02T15:37:35ZQuote Loader Security/Currency price loader for Moneydance 2019<div><p>Hi</p>
<p>The error log I was talking about is the Moneydance error log, however the screen shot shows that Quote Loader was not installed but has now been installed. Please restart Moneydance and look at the extensions.</p>
<p>If it is still missing, please follow the same instructions and when it has run please go to Help/Console Log within Moneydance. It will show the error log. You can 'Copy to Clipboard' which you can then paste into a forum post.</p></div>Mike Bray (Quote Loader Author)tag:infinitekind.tenderapp.com,2009-01-14:Comment/467295682019-02-17T13:48:33Z2019-08-02T15:37:35ZQuote Loader Security/Currency price loader for Moneydance 2019<div><p>Still wasn't installed. Reinstalled. Here's the log file</p>
<p>Starting Moneydance 2019.1 (1855) at Sun Feb 17 08:15:40 EST 2019<br>
Settings Folder: /Users/tomboyd/Library/Containers/com.infinitekind.MoneydanceOSX/Data/Library/Application Support/Moneydance<br>
OS: Mac OS X 10.14.3 x86_64<br>
Java: 11.0.1 (Oracle Corporation)<br>
Is in sandbox: true; restricted file access: false<br>
initialized extension priceui in 0.026 seconds<br>
Quote Load Installer>INFO:main(Main,Init) Started Build 3<br>
initialized extension qlinstaller in 0.025 seconds<br>
multires images not supported: java.lang.ClassNotFoundException: sun/awt/image/MultiResolutionImage.class<br>
initialized extension updater in 0.17 seconds<br>
opening last file: /Users/tomboyd/Documents/Documents_A/FINANCE/Accounts/Accounts2018.moneydance<br>
loading dataset: /Users/tomboyd/Documents/Documents_A/FINANCE/Accounts/Accounts2018.moneydance<br>
loading with 128 bit encryption key<br>
updater: read 18673 bytes of update info<br>
Retrieving signature<br>
reading trunk data tiksync/trunk<br>
updater: using public key: updater_pub_0<br>
Sweet! We've gotten a signed description of the update info<br>
Version info retrieved; we are up to date!<br>
trunk data loaded (4.842 seconds), checking for incremental updates<br>
loading un-synced txn files...<br>
loading synced txn files...<br>
replacing root: null () with new root: My Finances (96dbd0b1-3b28-47ae-9d97-9f3cd8ba75f7<br>
dropbox folder should be at /Users/tomboyd/Dropbox and exists=false<br>
Quote Load Installer>DET:main(Main,HandleEventFileOpened) Debug level set to DET<br>
Quote Load Installer>DET:AWT-EventQueue-0(Main,HandleEvent) Event md:account:select<br>
Quote Load Installer>DET:AWT-EventQueue-0(Main,HandleEvent) Event md:account:root<br>
Quote Load Installer>DET:AWT-EventQueue-0(Main,invoke) Command showconsole<br>
Quote Load Installer>DET:AWT-EventQueue-0(loadPricesWindow,ChooseFile2) File Name is:/Users/tomboyd/Downloads/QL-2019-release-20190202.zip<br>
java.util.zip.ZipException: zip END header not found<br>
at java.base/java.util.zip.ZipFile$Source.zerror(Unknown Source) at java.base/java.util.zip.ZipFile$Source.findEND(Unknown Source) at java.base/java.util.zip.ZipFile$Source.initCEN(Unknown Source) at java.base/java.util.zip.ZipFile$Source.(Unknown Source) at java.base/java.util.zip.ZipFile$Source.get(Unknown Source) at java.base/java.util.zip.ZipFile$CleanableResource.(Unknown Source) at java.base/java.util.zip.ZipFile$CleanableResource.get(Unknown Source) at java.base/java.util.zip.ZipFile.(Unknown Source) at java.base/java.util.zip.ZipFile.(Unknown Source) at java.base/java.util.zip.ZipFile.(Unknown Source) at com.moneydance.apps.md.controller.ModuleLoader$FMClassLoader.(ModuleLoader.java:247) at com.moneydance.apps.md.controller.ModuleLoader.loadFeatureModule(ModuleLoader.java:43) at com.moneydance.apps.md.controller.Main.getExternalFeatureModule(Main.java:448) at com.moneydance.modules.features.qlinstaller.LoadFilesWindow.installFromFile(LoadFilesWindow.java:751) at com.moneydance.modules.features.qlinstaller.LoadFilesWindow.registerExtensions(LoadFilesWindow.java:725) at com.moneydance.modules.features.qlinstaller.LoadFilesWindow.copyOtherFiles(LoadFilesWindow.java:685) at com.moneydance.modules.features.qlinstaller.LoadFilesWindow.copyFiles(LoadFilesWindow.java:494) at com.moneydance.modules.features.qlinstaller.LoadFilesWindow.access$300(LoadFilesWindow.java:60) at com.moneydance.modules.features.qlinstaller.LoadFilesWindow$3.actionPerformed(LoadFilesWindow.java:266) at java.desktop/javax.swing.AbstractButton.fireActionPerformed(Unknown Source) at java.desktop/javax.swing.AbstractButton$Handler.actionPerformed(Unknown Source) at java.desktop/javax.swing.DefaultButtonModel.fireActionPerformed(Unknown Source) at java.desktop/javax.swing.DefaultButtonModel.setPressed(Unknown Source) at java.desktop/javax.swing.plaf.basic.BasicButtonListener.mouseReleased(Unknown Source) at java.desktop/java.awt.AWTEventMulticaster.mouseReleased(Unknown Source) at java.desktop/java.awt.Component.processMouseEvent(Unknown Source) at java.desktop/javax.swing.JComponent.processMouseEvent(Unknown Source) at java.desktop/java.awt.Component.processEvent(Unknown Source) at java.desktop/java.awt.Container.processEvent(Unknown Source) at java.desktop/java.awt.Component.dispatchEventImpl(Unknown Source) at java.desktop/java.awt.Container.dispatchEventImpl(Unknown Source) at java.desktop/java.awt.Component.dispatchEvent(Unknown Source) at java.desktop/java.awt.LightweightDispatcher.retargetMouseEvent(Unknown Source) at java.desktop/java.awt.LightweightDispatcher.processMouseEvent(Unknown Source) at java.desktop/java.awt.LightweightDispatcher.dispatchEvent(Unknown Source) at java.desktop/java.awt.Container.dispatchEventImpl(Unknown Source) at java.desktop/java.awt.Window.dispatchEventImpl(Unknown Source) at java.desktop/java.awt.Component.dispatchEvent(Unknown Source) at java.desktop/java.awt.EventQueue.dispatchEventImpl(Unknown Source) at java.desktop/java.awt.EventQueue$4.run(Unknown Source) at java.desktop/java.awt.EventQueue$4.run(Unknown Source) at java.base/java.security.AccessController.doPrivileged(Native Method) at java.base/java.security.ProtectionDomain$JavaSecurityAccessImpl.doIntersectionPrivilege(Unknown Source) at java.base/java.security.ProtectionDomain$JavaSecurityAccessImpl.doIntersectionPrivilege(Unknown Source) at java.desktop/java.awt.EventQueue$5.run(Unknown Source) at java.desktop/java.awt.EventQueue$5.run(Unknown Source) at java.base/java.security.AccessController.doPrivileged(Native Method) at java.base/java.security.ProtectionDomain$JavaSecurityAccessImpl.doIntersectionPrivilege(Unknown Source) at java.desktop/java.awt.EventQueue.dispatchEvent(Unknown Source) at java.desktop/java.awt.EventDispatchThread.pumpOneEventForFilters(Unknown Source) at java.desktop/java.awt.EventDispatchThread.pumpEventsForFilter(Unknown Source) at java.desktop/java.awt.EventDispatchThread.pumpEventsForHierarchy(Unknown Source) at java.desktop/java.awt.EventDispatchThread.pumpEvents(Unknown Source) at java.desktop/java.awt.EventDispatchThread.pumpEvents(Unknown Source) at java.desktop/java.awt.EventDispatchThread.run(Unknown Source) java.util.zip.ZipException: zip END header not found<br>
at java.base/java.util.zip.ZipFile$Source.zerror(Unknown Source) at java.base/java.util.zip.ZipFile$Source.findEND(Unknown Source) at java.base/java.util.zip.ZipFile$Source.initCEN(Unknown Source) at java.base/java.util.zip.ZipFile$Source.(Unknown Source) at java.base/java.util.zip.ZipFile$Source.get(Unknown Source) at java.base/java.util.zip.ZipFile$CleanableResource.(Unknown Source) at java.base/java.util.zip.ZipFile$CleanableResource.get(Unknown Source) at java.base/java.util.zip.ZipFile.(Unknown Source) at java.base/java.util.zip.ZipFile.(Unknown Source) at java.base/java.util.zip.ZipFile.(Unknown Source) at com.moneydance.apps.md.controller.ModuleLoader$FMClassLoader.(ModuleLoader.java:247) at com.moneydance.apps.md.controller.ModuleLoader.loadFeatureModule(ModuleLoader.java:43) at com.moneydance.apps.md.controller.Main.getExternalFeatureModule(Main.java:448) at com.moneydance.modules.features.qlinstaller.LoadFilesWindow.installFromFile(LoadFilesWindow.java:751) at com.moneydance.modules.features.qlinstaller.LoadFilesWindow.registerExtensions(LoadFilesWindow.java:739) at com.moneydance.modules.features.qlinstaller.LoadFilesWindow.copyOtherFiles(LoadFilesWindow.java:685) at com.moneydance.modules.features.qlinstaller.LoadFilesWindow.copyFiles(LoadFilesWindow.java:494) at com.moneydance.modules.features.qlinstaller.LoadFilesWindow.access$300(LoadFilesWindow.java:60) at com.moneydance.modules.features.qlinstaller.LoadFilesWindow$3.actionPerformed(LoadFilesWindow.java:266) at java.desktop/javax.swing.AbstractButton.fireActionPerformed(Unknown Source) at java.desktop/javax.swing.AbstractButton$Handler.actionPerformed(Unknown Source) at java.desktop/javax.swing.DefaultButtonModel.fireActionPerformed(Unknown Source) at java.desktop/javax.swing.DefaultButtonModel.setPressed(Unknown Source) at java.desktop/javax.swing.plaf.basic.BasicButtonListener.mouseReleased(Unknown Source) at java.desktop/java.awt.AWTEventMulticaster.mouseReleased(Unknown Source) at java.desktop/java.awt.Component.processMouseEvent(Unknown Source) at java.desktop/javax.swing.JComponent.processMouseEvent(Unknown Source) at java.desktop/java.awt.Component.processEvent(Unknown Source) at java.desktop/java.awt.Container.processEvent(Unknown Source) at java.desktop/java.awt.Component.dispatchEventImpl(Unknown Source) at java.desktop/java.awt.Container.dispatchEventImpl(Unknown Source) at java.desktop/java.awt.Component.dispatchEvent(Unknown Source) at java.desktop/java.awt.LightweightDispatcher.retargetMouseEvent(Unknown Source) at java.desktop/java.awt.LightweightDispatcher.processMouseEvent(Unknown Source) at java.desktop/java.awt.LightweightDispatcher.dispatchEvent(Unknown Source) at java.desktop/java.awt.Container.dispatchEventImpl(Unknown Source) at java.desktop/java.awt.Window.dispatchEventImpl(Unknown Source) at java.desktop/java.awt.Component.dispatchEvent(Unknown Source) at java.desktop/java.awt.EventQueue.dispatchEventImpl(Unknown Source) at java.desktop/java.awt.EventQueue$4.run(Unknown Source) at java.desktop/java.awt.EventQueue$4.run(Unknown Source) at java.base/java.security.AccessController.doPrivileged(Native Method) at java.base/java.security.ProtectionDomain$JavaSecurityAccessImpl.doIntersectionPrivilege(Unknown Source) at java.base/java.security.ProtectionDomain$JavaSecurityAccessImpl.doIntersectionPrivilege(Unknown Source) at java.desktop/java.awt.EventQueue$5.run(Unknown Source) at java.desktop/java.awt.EventQueue$5.run(Unknown Source) at java.base/java.security.AccessController.doPrivileged(Native Method) at java.base/java.security.ProtectionDomain$JavaSecurityAccessImpl.doIntersectionPrivilege(Unknown Source) at java.desktop/java.awt.EventQueue.dispatchEvent(Unknown Source) at java.desktop/java.awt.EventDispatchThread.pumpOneEventForFilters(Unknown Source) at java.desktop/java.awt.EventDispatchThread.pumpEventsForFilter(Unknown Source) at java.desktop/java.awt.EventDispatchThread.pumpEventsForHierarchy(Unknown Source) at java.desktop/java.awt.EventDispatchThread.pumpEvents(Unknown Source) at java.desktop/java.awt.EventDispatchThread.pumpEvents(Unknown Source) at java.desktop/java.awt.EventDispatchThread.run(Unknown Source)</p></div>thboydtag:infinitekind.tenderapp.com,2009-01-14:Comment/467295682019-02-17T16:17:42Z2019-08-02T15:37:35ZQuote Loader Security/Currency price loader for Moneydance 2019<div><p>Hi<br>
Looking at the error log it shows that the zip file is incomplete. The first thing try is to download the zip file again and make sure it has finished correctly. Try the qlinstaller again.</p>
<p>The next thing to try is to install the 'old' way.</p>
<ol>
<li>Open the Zip file in FileFinder. It should create a folder with the same name as the zip file.<br></li>
<li>Go to this folder.<br></li>
<li>Start Moneydance<br>
4.Drag rhumba.mxt from FileFinder into Moneydance<br>
5.Click on 'Yes'<br>
6.Click on 'Install Extension'<br>
7.Select Rhumba from the extensions menu<br>
8.Click on the Install tab<br>
9.Drag the file hleofxquotes.jar from FileFinder to the install box<br>
10.Click on OK<br>
11.Drag securityquoteload.mxt from FileFinder into Moneydance<br>
12.Click on 'Yes'<br>
13.Click on 'Install Extension'</li>
</ol>
<p>That should be it.</p></div>Mike Bray (Quote Loader Author)tag:infinitekind.tenderapp.com,2009-01-14:Comment/467295682019-02-17T16:22:53Z2019-08-02T15:37:35ZQuote Loader Security/Currency price loader for Moneydance 2019<div><pre>
<code>File Name is:/Users/tomboyd/Downloads/QL-2019-release-20190202.zip
java.util.zip.ZipException: zip END header not found
at java.base/java.util.zip.ZipFile$Source.zerror(Unknown Source)
at java.base/java.util.zip.ZipFile$Source.findEND(Unknown Source)
at java.base/java.util.zip.ZipFile$Source.initCEN(Unknown Source)</code>
</pre>
<p>That seems to imply that there is a problem with the zip file QL-2019-release-20190202.zip</p>
<p>Can you check the using the 't' option for unzip, from a shell</p>
<pre>
<code>$ unzip -t QL-2019-release-20190202.zip
Archive: QL-2019-release-20190202.zip
testing: QL-2019-release-20190202/ OK
testing: QL-2019-release-20190202/hleOfxQuotes.jar OK
testing: QL-2019-release-20190202/rhumba.mxt OK
testing: QL-2019-release-20190202/securityquoteload.mxt OK
No errors detected in compressed data of QL-2019-release-20190202.zip.</code>
</pre>
<p>You can also check the file checksum to see if it matches the following<br></p>
<pre>
<code>$ md5 QL-2019-release-20190202.zip
MD5 (QL-2019-release-20190202.zip) = 43c9240e0283d6bd1ba132229a72f479</code>
</pre></div>hleofxquotestag:infinitekind.tenderapp.com,2009-01-14:Comment/467295682019-02-17T16:24:50Z2019-08-02T15:37:35ZQuote Loader Security/Currency price loader for Moneydance 2019<div><p>I have fixed the problem by not automatically unzipping the file on download.</p>
<p>Thanks for your help.</p></div>thboydtag:infinitekind.tenderapp.com,2009-01-14:Comment/467295682019-02-17T16:29:13Z2019-08-02T15:37:35ZQuote Loader Security/Currency price loader for Moneydance 2019<div><p>OK. I found the problem. When I downloaded the zip file, my browser automatically uncompressed it and qlinstaller would not accept the unzipped folder for the installation. So then I zipped the folder and it appeared to work. However, from the log I could see that there was a problem with the zip file. I redownloaded the zip file without uncompressing it. That file worked with the installer.</p>
<p>Thanks for you help and quick reply.</p>
<p>Tom</p></div>thboydtag:infinitekind.tenderapp.com,2009-01-14:Comment/467295682019-02-17T16:30:54Z2019-08-02T15:37:35ZQuote Loader Security/Currency price loader for Moneydance 2019<div><p>Just tested and everything works fine. I have one question and that is what to select for the source. All of my investments are either US stocks for mutual funds. I selected Yahoo and it worked fine, but I wonder what the other choices represent.</p></div>thboydtag:infinitekind.tenderapp.com,2009-01-14:Comment/467295682019-02-17T16:44:24Z2019-08-02T15:37:34ZQuote Loader Security/Currency price loader for Moneydance 2019<div><ul>
<li>ft: quote source is ft.com. Useful for non-US user</li>
<li>yhd: quote source is yahoo historical data. Can help with some special case where data from the "standard" yahoo is not correct. Also, can be used if you prefer just end-of-day price.</li>
</ul>
<p>In short, for US, the preferred option are in this order: yahoo, ft, yhd (try in that order until you can find one that works)</p></div>hleofxquotestag:infinitekind.tenderapp.com,2009-01-14:Comment/467295682019-02-17T16:46:50Z2019-08-02T15:37:34ZQuote Loader Security/Currency price loader for Moneydance 2019<div><p>Thanks, Yahoo seems to work fine. I really appreciate your help and based on the few minutes of use I really like quote loader.</p></div>thboydtag:infinitekind.tenderapp.com,2009-01-14:Comment/467295682019-02-17T16:59:18Z2019-08-02T15:37:34ZQuote Loader Security/Currency price loader for Moneydance 2019<div><p>I am not support staff, just a user.</p>
<p>We found a very small number of funds that were not being returned by Yahoo or had old dates, that were supported by Yahoo HD. Yahoo HD return last available closing prices, hence it’s inclusion. FT probably does a better job outside the US and certainly for funds in the UK and Europe and returns many not supported by Yahoo.</p>
<p>Hope this helps.</p></div>derekkent23tag:infinitekind.tenderapp.com,2009-01-14:Comment/467295682019-02-17T23:35:30Z2019-08-02T15:37:34ZQuote Loader Security/Currency price loader for Moneydance 2019<div><p>I just upgraded to MD 2019.1 (1855) on a Mac OS 10.11.6 but I'm very confused by all the programming language in the threads here. Can someone explain what extensions I should and should not have to just get quotes (and historical quotes if possible)? I previously used the Quote Loader for MD 2017 but I seem to remember that some quote loader version was incompatible with MD 2019. So did my Quote loader from MD 2017 carry over to 2019 requiring me to delete it and get the new quote loader for 2019? Furthermore, to just get quotes, do I need all these Quote extensions (see screen shot)? If there is already other discussions on this, please refer me to it. Thanx.</p></div>shiner03tag:infinitekind.tenderapp.com,2009-01-14:Comment/467295682019-02-17T23:48:06Z2019-08-02T15:37:34ZQuote Loader Security/Currency price loader for Moneydance 2019<div><p>I'm a fellow user.</p>
<p>You have 4 extensions that relate to Quotes.</p>
<p>The first 2 are:</p>
<p>Rhumba<br>
Quote Loader</p>
<p>These are for Quote Loader (QL) and the version you have is for Moneydance 2017, If you wish to continue using Quote Loader you need to upgrade.</p>
<p>The two extensions:</p>
<p>Quotes and Exchange Rates<br>
Download Quotes and Exchange Rates now</p>
<p>are part of Moneydance's Quotes and Exchange rate Extension (Q & ER)</p>
<p>You should not have both sets of extensions active at the one time. QL will only capture current prices, the Q & ER extension can download historical prices.</p></div>dwgtag:infinitekind.tenderapp.com,2009-01-14:Comment/467295682019-02-17T23:55:38Z2019-08-02T15:37:34ZQuote Loader Security/Currency price loader for Moneydance 2019<div><p>Thanks. I do have MD 2019.1 so which extensions should I delete? All I need are US quotes (and historical quotes, if possible). I don't need any exchange rates.</p></div>shiner03tag:infinitekind.tenderapp.com,2009-01-14:Comment/467295682019-02-18T00:04:30Z2019-08-02T15:37:34ZQuote Loader Security/Currency price loader for Moneydance 2019<div><p>You have to remove the version of QL you have in any case it is not compatible with MD2019.</p>
<p>If you want historical quotes then start with trying out the Q & ER extension using IEX as the source and see how you go.</p>
<p>Most of the time it is a matter of trying the extensions and sources they have and seeing which works the best for you. It may come down to the source or the extension capabilities as to what you decide.</p></div>dwgtag:infinitekind.tenderapp.com,2009-01-14:Comment/467295682019-02-18T00:26:47Z2019-08-02T15:37:33ZQuote Loader Security/Currency price loader for Moneydance 2019<div><p>Sorry to be so basic because I'm still new to MD, but how do I select a source. I don't see it anywhere (screenshot)</p></div>shiner03tag:infinitekind.tenderapp.com,2009-01-14:Comment/467295682019-02-18T03:11:48Z2019-08-02T15:37:33ZQuote Loader Security/Currency price loader for Moneydance 2019<div><p>Click the up and down arrows next the the security price box and it should give you the choice of AlphaVantage or IEX. This box is where you are selecting the quote source.</p>
<p>IF IEX is not a choice it is likely you have an old version of the Extension and need to upgrade,.</p></div>dwgtag:infinitekind.tenderapp.com,2009-01-14:Comment/467295682019-02-18T21:37:15Z2019-08-02T15:37:33ZQuote Loader Security/Currency price loader for Moneydance 2019<div><p>This is a bit of a longshot but I figure the answer is here, if anywhere.<br>
Is there a way for QL (or other extension) to pull Canadian mutual funds quotes that aren't listed on FT or Yahoo?<br>
I am able to see them on ycharts.com, like TDB900.<br>
See example here: <a href="https://ycharts.com/search/#/?searchType=search_mutual_funds&queryInput=tdb&pageNum=1">https://ycharts.com/search/#/?searchType=search_mutual_funds&qu...</a></p></div>ninja6o4tag:infinitekind.tenderapp.com,2009-01-14:Comment/467295682019-02-18T21:51:54Z2019-08-02T15:37:33ZQuote Loader Security/Currency price loader for Moneydance 2019<div><p>I'm a fellow user.</p>
<p>With the Quote Loader Extension (and indeed Moneydance's own Quotes and Exchange Rate Extension) if the sources used do not have the quotes you are after then either manual entry or downloading and importing the data (there are tools available for this) are the only options assuming you have some access to the prices yourself.</p>
<p>If you know of a source that readily provides downloadable price data then I am sure the creators of the Extensions would be pleased to hear of it.</p></div>dwgtag:infinitekind.tenderapp.com,2009-01-14:Comment/467295682019-02-18T22:26:27Z2019-08-02T15:37:33ZQuote Loader Security/Currency price loader for Moneydance 2019<div><p>I am not support staff, just a user.<br>
Hi ninja6o4</p>
<p>The Quote Loader does appear to support your example Canadian mutual fund.<br>
That is if it is TD Canadian Index – e see attached.</p>
<p>Let me know if I have guessed correctly.</p>
<p>Hope this helps.</p></div>derekkent23tag:infinitekind.tenderapp.com,2009-01-14:Comment/467295682019-02-19T18:23:22Z2019-08-02T15:37:33ZQuote Loader Security/Currency price loader for Moneydance 2019<div><p>I am a new user</p>
<p>I downloaded and got Rhumba, Quote Loader installed and they work very well.<br>
The install was a little different than your directions but I was able to get it done.<br>
Thank you for supplying these.</p></div>cjbithostag:infinitekind.tenderapp.com,2009-01-14:Comment/467295682019-02-19T19:33:20Z2019-08-02T15:37:33ZQuote Loader Security/Currency price loader for Moneydance 2019<div><p>I am not support staff, just a user.<br>
Hi cjbithos</p>
<p>Glad Quote Loader is working for you.</p>
<p>It could help others if you could explain the "little different than your directions" you encountered. Confirm you followed PDF v6.3 and used the Quote Loader Installer v3.<br>
It could also help to know your computer operating system.</p>
<p>Thanks for your time.</p></div>derekkent23tag:infinitekind.tenderapp.com,2009-01-14:Comment/467295682019-02-19T21:44:27Z2019-08-02T15:37:32ZQuote Loader Security/Currency price loader for Moneydance 2019<div><p>I am a new user<br>
window 10 on a dell laptop<br>
In typing this I see what I did different I did not use Quote Loader Installer "qlinstaller.mxt"</p>
<p>derekkent here is the steps I did<br>
I used the link in post 54 to the PDF v6.3 I read the file and made a export backup file<br>
On page 3 of the PDF I clicked on "For 2019 click here"<br>
That took me to the download site and I clicked on "QL-2019-release-20190202.zip" thinking it was the newest one. that opened choice of open or save I saved to desktop.<br>
So that gave me a folder on my desktop "QL-2019-release-20190202.zip". I doubled clicked on the folder and it opened showing me 3 files.<br>
I opened MD and dragged and dropped the securityquoteload.mxt to MD side bar<br>
That installed the Quote Loader but it did not work<br>
So I dragged and dropped the rhumba.mxt to MD side bar<br>
That installed the Rhumba<br>
I clicked on extensions and clicked on Rhumba that opened a rhumba 1035 window and I dragged and dropped hleOfxQuotes.jar into the window.</p>
<p>Restarted MD and the Quote loader works.</p>
<p>In typing this I see what I did different I did not use Quote Loader Installer "qlinstaller.mxt"</p>
<p>QL works for me but if I need to remove and reinstall using qlinstaller.mxt<br>
please let me know</p></div>cjbithostag:infinitekind.tenderapp.com,2009-01-14:Comment/467295682019-02-19T22:02:31Z2019-08-02T15:37:32ZQuote Loader Security/Currency price loader for Moneydance 2019<div><p>I am not support staff, just a user.</p>
<p>Hi cjbithos</p>
<p>Before the resent introduction of the Quote Loader installer the process you followed was the way to install Quote Loader. So, no you did nothing wrong and you don’t need to take any corrective action. The process you followed was outlined in PDF v6.2 post 53 at <a href="http://help.infinitekind.com/discussions/investments/4039-quote-loader-securitycurrency-price-loader-for-moneydance-2019/page/2#comment_46908015">http://help.infinitekind.com/discussions/investments/4039-quote-loa...</a></p>
<p>Thanks for taking the time to explain and I hope the Quote Loader continues to serve your needs.</p>
<p>Any problems just post.</p>
<p>Have Fun</p></div>derekkent23tag:infinitekind.tenderapp.com,2009-01-14:Comment/467295682019-02-20T09:20:10Z2019-08-02T15:37:32ZQuote Loader Security/Currency price loader for Moneydance 2019<div><p>Third-party Quote Loader System 2019 ONLY.</p>
<p>I am not support staff, just a user.</p>
<p>Update.<br>
Update PDF to V6.4 to add the statement “. Do Not allow your browser to open this zip file or open the zip file once downloaded. Quote Loader installer is designed to imports the zip file.” See page 3 of PDF.<br>
No other changes with this release.</p>
<p><strong>WARNING use the correct zip release for the version of moneydance you are running or run the risk of corrupting your data set. Don’t use 2017 zip release for 2019 or vice versa.</strong></p>
<p><strong>Upgrading Moneydance 2017 to 2019. Upgrade the Quote Loader using the installer as instructed on page 3 of the PDF, before running the Quote Loader.</strong></p>
<p>For 2017 see this thread <a href="http://help.infinitekind.com/discussions/investments/3771-third-par">http://help.infinitekind.com/discussions/investments/3771-third-par</a>...</p>
<p>qlinstaller.mxt ------ v3.<br>
QL-2019-release-20190202.zip containing:<br>
securityquoteload.mxt ---------2019 build 3008<br>
rhumba.mxt ----------------------2019 build 1056<br>
hleOfxQuotes.jar ----------------2019 build 259</p>
<p>PDF “Quote Loader System by Mike Bray and hleofxquotes” <strong>updated to V6.4.</strong> Tutorial Video remains V6.0. PDF “Moneydance Quote Loader System Handling Cryptocurrencies and Market Indices” remains at V2.0</p>
<p><strong>Users must uninstall the Quotes and Rates Updater extension to Prevent Conflicts!!</strong></p>
<p>A collaboration between the two software developers Mike Bray and Hleofxquotes.<br>
PDF’s and Video by Derek Kent.</p>
<p>The system provides an end to end solution, obtaining quotes from a choice of two sources and entering them into the relevant History window, all from a single window within Moneydance. The system can obtain Security prices, Exchange Rates, Market indices, Cryptocurrency Rates and prices for Cryptocurrency Investments. The system provides quotes from many stock exchanges, US, Canada, UK, Europe and Australia to name but a few. The process of obtaining quotes from the selected source is fast and error free.</p>
<p>Download the attached PDF, use the links to download the Quote Loader system elements and follow the instructions on how to use.</p>
<p>The PDF also contains a link to a tutorial on YouTube.</p>
<p>The link provides access to second PDF that covers the creation and importing of Cryptocurrencies and Market Indices into Moneydance.</p>
<p>Please keep this thread to this subject on how to use Quote Loader system.<br>
Please try this approach and if you find it useful please take the time to post comments and outline any problems you may find.<br>
Please provide feedback on how well UK, Mainland Europe, USA, Canadian, Australian and other stocks and funds are covered.</p>
<p>Acknowledgement to Kevin N and dwg for their support during development.</p>
<p>To receive email notification to updates on this thread, click the SUBSCRIBE button in the box at the top right of the forum page.</p>
<p>Hope this helps.</p>
<p>ALWAYS CHECK TO SEE IF THERE IS A NEW PDF IN A LATER POST!</p></div>derekkent23tag:infinitekind.tenderapp.com,2009-01-14:Comment/467295682019-02-21T18:36:14Z2019-08-02T15:37:32ZQuote Loader Security/Currency price loader for Moneydance 2019<div><p>@derekkent23 That totally worked. I didn't know the funds were recoded to something else.</p>
<p>One other q: what's the difference between Yahoo and Yahoo HD? Does it matter which one I select to use in QL? I monitor only US and CAN stocks/funds.</p></div>ninja6o4tag:infinitekind.tenderapp.com,2009-01-14:Comment/467295682019-02-21T18:49:38Z2019-08-02T15:37:32ZQuote Loader Security/Currency price loader for Moneydance 2019<div><p>I am not support staff, just a user.</p>
<p>Hi ninja6o4</p>
<p>Really glad Quote Loader is working for you.</p>
<p>When the market is open Yahoo returns a delayed current price and then when the market closes, the closing price. Yahoo HD always returns the last closing price. We have found that on a very small number of funds Yahoo is returning old prices, so if you find this happening check out Yahoo HD.</p>
<p>Hope this helps.</p></div>derekkent23tag:infinitekind.tenderapp.com,2009-01-14:Comment/467295682019-02-21T22:42:14Z2019-08-02T15:37:32ZQuote Loader Security/Currency price loader for Moneydance 2019<div><p>@derekkent23 Thanks for the info. I don't need open market prices so I will set it to Yahoo HD. Keep up the good work on this loader! It works a treat.</p></div>ninja6o4tag:infinitekind.tenderapp.com,2009-01-14:Comment/467295682019-02-22T22:54:35Z2019-08-02T15:37:32ZQuote Loader Security/Currency price loader for Moneydance 2019<div><p>I'm a new user to MD 2019. I just wanted to express my gratitude for Quote Loader. I love it! It's a very simple and intuitive app to run. Much faster then than the alternative that I was using with MD.</p>
<p>Jim</p></div>becker6146tag:infinitekind.tenderapp.com,2009-01-14:Comment/467295682019-02-23T08:04:46Z2019-08-02T15:37:31ZQuote Loader Security/Currency price loader for Moneydance 2019<div><p>I am not support staff, just a user.</p>
<p>Jim, thanks for taking the time to post. Its good to hear from a happy Quote Loader user. It makes the effort of the team worthwhile.</p></div>derekkent23tag:infinitekind.tenderapp.com,2009-01-14:Comment/467295682019-02-25T00:00:05Z2019-08-02T15:37:31ZQuote Loader Security/Currency price loader for Moneydance 2019<div><p>So is there a way to get historical data on stocks we're following and save it into MD? Or is it only possible to retrieve last closing price?<br>
Do I have to leave MD open and let QL run daily in the background automatically to save a daily history?</p></div>ninja6o4tag:infinitekind.tenderapp.com,2009-01-14:Comment/467295682019-02-25T09:18:49Z2019-08-02T15:37:31ZQuote Loader Security/Currency price loader for Moneydance 2019<div><p>I am not support staff, just a user.<br>
Hi ninja6o4</p>
<p>Quote Loader is designed to return current delayed or closing prices dependant on the source. It does not in one go return a price history. To do that you need to run Quote Loader during or after each trading day to build a history.</p>
<p>There are a number of methods to obtain and import historical data. These include the following. Moneydance allows you to import historical prices into a given security history window provided that historical data is in a CSV file format. Mike Bray has developed an extension called “Price History Loader” that can load multiply security history prices in one go from a CSV file. To use either method you need a source to provide a CSV file. A number of sources on their web sites offer free or paid downloads. Yahoo offer a free download of historical prices per security. Import these one at a time or combine them to use Mike extension.</p>
<p>Going forward to build a history using Quote Loader you can.<br>
Run Quote Loader manually during or after each trading day.<br>
Set up Quote Loaders automatic update feature to run in the back ground ensuring Moneydance is running at the time for the automatic update.</p>
<p>Hope this helps.</p></div>derekkent23tag:infinitekind.tenderapp.com,2009-01-14:Comment/467295682019-03-03T12:45:48Z2019-08-02T15:37:31ZQuote Loader Security/Currency price loader for Moneydance 2019<div><p>Third-party Quote Loader System 2019 ONLY.</p>
<p>I am not support staff, just a user.</p>
<p><strong>Update.</strong></p>
<p>Introduce a new extension, the “MD Extension Installer”.<br>
The installation of this Installer is a one-time operation.<br>
Once install this Extension can be used to install and update a number of extensions simply by clicking on an Install or Update button. The attached PDF will focus on the use of the extension relating to the Quote Loader. In the Quote Loader, existing users will need to set up Automatic Update again, see PDF page 8, due to changes to where this setup data is stored.</p>
<p><strong>WARNING only install this extension on Moneydance 2019. Don’t use it on Moneydance 2017 or you could run the risk of corrupting your data set.</strong></p>
<p><strong>Upgrading Moneydance 2017 to 2019. Upgrade the Quote Loader using the installer as instructed on page 3 of the PDF, before running the Quote Loader.</strong></p>
<p>For 2017 see this thread <a href="http://help.infinitekind.com/discussions/investments/3771-third-par">http://help.infinitekind.com/discussions/investments/3771-third-par</a>...</p>
<p>extinstaller.mxt ------ v1.<br>
The MD Extension Installer will download and install the following Quote Loader elements.<br>
securityquoteload.mxt ---------2019 build 3009<br>
rhumba.mxt ----------------------2019 build 1057<br>
hleOfxQuotes.jar ----------------2019 build 259</p>
<p>PDF “Quote Loader System by Mike Bray and hleofxquotes” <strong>updated to V7.0.</strong> Tutorial Video <strong>updated to V7.0.</strong> PDF “Moneydance Quote Loader System Handling Cryptocurrencies and Market Indices” remains at V2.0</p>
<p><strong>Users must uninstall the Quotes and Rates Updater extension to Prevent Conflicts!!</strong></p>
<p>A collaboration between the two software developers Mike Bray and Hleofxquotes.<br>
PDF’s and Video by Derek Kent.</p>
<p>The system provides an end to end solution, obtaining quotes from a choice of two sources and entering them into the relevant History window, all from a single window within Moneydance. The system can obtain Security prices, Exchange Rates, Market indices, Cryptocurrency Rates and prices for Cryptocurrency Investments. The system provides quotes from many stock exchanges, US, Canada, UK, Europe and Australia to name but a few. The process of obtaining quotes from the selected source is fast and error free.</p>
<p>Download the attached PDF, use the links to download the Quote Loader system elements and follow the instructions on how to use.</p>
<p>The PDF also contains a link to a tutorial on YouTube.</p>
<p>The link provides access to second PDF that covers the creation and importing of Cryptocurrencies and Market Indices into Moneydance.</p>
<p>Please keep this thread to this subject on how to use Quote Loader system.<br>
Please try this approach and if you find it useful please take the time to post comments and outline any problems you may find.<br>
Please provide feedback on how well UK, Mainland Europe, USA, Canadian, Australian and other stocks and funds are covered.</p>
<p>Acknowledgement to Kevin N and dwg for their support during development.</p>
<p>To receive email notification to updates on this thread, click the SUBSCRIBE button in the box at the top right of the forum page.</p>
<p>Hope this helps.</p>
<p>ALWAYS CHECK TO SEE IF THERE IS A NEW PDF IN A LATER POST!</p></div>derekkent23tag:infinitekind.tenderapp.com,2009-01-14:Comment/467295682019-03-03T17:27:21Z2019-08-02T15:37:31ZQuote Loader Security/Currency price loader for Moneydance 2019<div><p>Derek - this is great, but for my own clarity, if we've previously installed QL installer extension, can that extension be removed as this new extension will handle what that one was doing, along with all the other Mike Bray extensions?</p></div>Mark Hackneytag:infinitekind.tenderapp.com,2009-01-14:Comment/467295682019-03-03T18:22:32Z2019-08-02T15:37:31ZQuote Loader Security/Currency price loader for Moneydance 2019<div><p>I am not support staff, just a user.</p>
<p>Yes simple remove QL installer under Manage extensions.</p>
<p>Have Fun</p></div>derekkent23tag:infinitekind.tenderapp.com,2009-01-14:Comment/467295682019-03-04T21:27:11Z2019-08-02T15:37:31ZQuote Loader Security/Currency price loader for Moneydance 2019<div><p>Awesome Installer, makes keeping up much easier. Thanks</p></div>robert.l.spauldingtag:infinitekind.tenderapp.com,2009-01-14:Comment/467295682019-03-11T19:09:02Z2019-08-02T15:37:30ZQuote Loader Security/Currency price loader for Moneydance 2019<div><p>Mike and team,<br>
Thank you so much for your work in producing this excellent Loader. I've just gone through the drama of a computer crash - new computer- get MD 2019 etc and having used your loader in MD 2017 I was so relieved to find you'd got this sorted. Once again, many thanks.</p></div>etj92tag:infinitekind.tenderapp.com,2009-01-14:Comment/467295682019-03-11T20:25:26Z2019-08-02T15:37:30ZQuote Loader Security/Currency price loader for Moneydance 2019<div><p>I am not support staff, just a user.<br>
Hi etj92</p>
<p>Thanks for taking the time to post your comments.<br>
It makes all the effort the team has put in on the Quote Loader worthwhile to hear that users find it a valuable tool.<br>
As they say, if you like it, say so!</p>
<p>Have Fun</p></div>derekkent23tag:infinitekind.tenderapp.com,2009-01-14:Comment/467295682019-03-12T12:04:31Z2019-08-02T15:37:30ZQuote Loader Security/Currency price loader for Moneydance 2019<div><p>Great Installer!<br>
I just started using it and it's a big improvement over the MD default one.<br>
Thank you for the fantastic work!</p></div>peotag:infinitekind.tenderapp.com,2009-01-14:Comment/467295682019-03-24T21:12:38Z2019-08-02T15:37:30ZQuote Loader Security/Currency price loader for Moneydance 2019<div><p>Derekkent23,</p>
<p>This was a great installer. thank you for the youtube guide.</p>
<p>PaS</p></div>PARAS SHAHtag:infinitekind.tenderapp.com,2009-01-14:Comment/467295682019-03-28T13:52:12Z2019-08-02T15:37:30ZQuote Loader Security/Currency price loader for Moneydance 2019<div><p>Hi, I updated to 2019.2 last weekend and then Quote Loader yesterday. The installation of QL was VERY easy - thanks to Mike and others - thank you.</p>
<p>I do have a question. I set the currencies to update daily while leaving securities set to update manually. However I find that the currencies are not updating. I attach a screen shot of the settings. What am I doing wrong ? Thanks !! Ray</p></div>yardytag:infinitekind.tenderapp.com,2009-01-14:Comment/467295682019-03-28T14:27:06Z2019-08-02T15:37:30ZQuote Loader Security/Currency price loader for Moneydance 2019<div><p>Yardy,</p>
<p>I am a happy user of the Quote loader as I only recently learnt how to. Am<br>
not sure if I am qualified to answer this, but here are things you could try</p>
<ol>
<li>Ensure you tick the line items on the left corner<br></li>
<li>Then save the parameters<br></li>
<li>This will ensure that at 9.00 am the currencies will auto update and<br>
translate to the money dance database<br></li>
<li>I notice you have set the run time @ 9.00 but you have not even run it<br>
once (00/00/00) showing<br></li>
<li>Have you tried a manual "Get prices" , then select the line items , and<br>
"then update selected"</li>
</ol>
<p>Let me know if that worked for you.</p>
<p>Pas</p></div>Paras Shahtag:infinitekind.tenderapp.com,2009-01-14:Comment/467295682019-03-28T14:30:47Z2019-08-02T15:37:30ZQuote Loader Security/Currency price loader for Moneydance 2019<div><p>Pas is correct</p>
<p>If you are sure that the currencies have the source set and the parameters are saved. Try changing the Start Time to At Start Up and restart MD.</p>
<p>Also, did you restart MD after setting the run time? The way it works is that MD opens the extension when it starts up. This is when QL decides if something needs running.<br>
Regards<br>
Mike</p></div>Mike Bray (Quote Loader Author)tag:infinitekind.tenderapp.com,2009-01-14:Comment/467295682019-03-28T16:30:58Z2019-08-02T15:37:30ZQuote Loader Security/Currency price loader for Moneydance 2019<div><p>Mike and Pas, Thanks - it was the lack of a re-start that I had not realized was required. All working OK now. Thanks again.</p>
<p>Ray</p></div>yardytag:infinitekind.tenderapp.com,2009-01-14:Comment/467295682019-03-28T17:28:39Z2019-08-02T15:37:29ZQuote Loader Security/Currency price loader for Moneydance 2019<div><p>Ray,</p>
<p>You are welcome. Glad to know it works well. Paras</p></div>Paras Shahtag:infinitekind.tenderapp.com,2009-01-14:Comment/467295682019-04-20T23:26:42Z2019-08-02T15:37:29ZQuote Loader Security/Currency price loader for Moneydance 2019<div><p>MD 2019.1; QL 3009; RH 1057; hl 259; Win10Pro64. I installed in accordance with the pdf. I have a dozen equities, and set them all to their proper exchanges. (NYSE and NASDAQ). Only one updates, and the others show red. I tried with all three source options. I ran the Rhumba test with a few of the symbols that failed, and all returned current prices. So... now what?</p></div>wendisftag:infinitekind.tenderapp.com,2009-01-14:Comment/467295682019-04-21T07:10:57Z2019-08-02T15:37:29ZQuote Loader Security/Currency price loader for Moneydance 2019<div><p>I am not support staff, just a user.<br>
Hi wendisf.</p>
<p>The builds you have installed look correct.<br>
Can you list your equities ticker symbols, plus there associated names. No need to include the exchange you have selected.<br>
example<br>
AAPL Apple Inc<br>
ADM Archer Daniel Midland</p>
<p>I will then test to confirm your securities are supported and what you need to do.</p>
<p>Hope this helps</p></div>derekkent23tag:infinitekind.tenderapp.com,2009-01-14:Comment/467295682019-04-23T00:11:01Z2019-08-02T15:37:29ZQuote Loader Security/Currency price loader for Moneydance 2019<div><p>Here's a screeen-shot right after I tried to update the quotes. VXUS always succeeds, and all the rest always fail.</p></div>wendisftag:infinitekind.tenderapp.com,2009-01-14:Comment/467295682019-04-23T01:27:05Z2019-08-02T15:37:29ZQuote Loader Security/Currency price loader for Moneydance 2019<div><p>Hi wendisf,</p>
<p>Try removing the caret ( ^ ) from the beginning of the ticker symbols.</p>
<p>-Kevin N. (not a member of MD support)</p></div>-Kevin N.tag:infinitekind.tenderapp.com,2009-01-14:Comment/467295682019-04-23T01:48:46Z2019-08-02T15:37:29ZQuote Loader Security/Currency price loader for Moneydance 2019<div><p>That fixed it. Thank you. (Of course, now I'm curious as to why the symbol ^VXUS worked!)</p></div>wendisftag:infinitekind.tenderapp.com,2009-01-14:Comment/467295682019-04-23T01:51:30Z2019-08-02T15:37:28ZQuote Loader Security/Currency price loader for Moneydance 2019<div><p>Hi wendisf,</p>
<p>One of the many mysteries in the world of 1's and 0's. :)</p>
<p>-Kevin N. (not a member of MD support)</p></div>-Kevin N.tag:infinitekind.tenderapp.com,2009-01-14:Comment/467295682019-04-23T06:50:57Z2019-08-02T15:37:28ZQuote Loader Security/Currency price loader for Moneydance 2019<div><p>I am not support staff, just a user.<br>
Hi wendisf</p>
<p>Glad Kevin was able to help you with the need to remove “^”.<br>
They were probably added when you imported your QIF file from another program?</p>
<p>^VXUS is a valid symbol for VANGUARD STAR FUND, hence why a price was returned.</p>
<p>Have Fun</p></div>derekkent23tag:infinitekind.tenderapp.com,2009-01-14:Comment/467295682019-04-23T08:06:15Z2019-08-02T15:37:28ZQuote Loader Security/Currency price loader for Moneydance 2019<div><p>I am not support staff, just a user.<br>
Hi wendisf</p>
<p>I had previously bought to the attention of Sean, the software developer, the issue of an QIF import from another program adding a "^" to the start of a Ticker Symbol. Its now been fixed in build 1869 see <a href="https://infinitekind.com/preview">https://infinitekind.com/preview</a></p>
<p>Have Fun</p></div>derekkent23tag:infinitekind.tenderapp.com,2009-01-14:Comment/467295682019-04-25T04:25:24Z2019-08-02T15:37:28ZQuote Loader Security/Currency price loader for Moneydance 2019<div><p>Running 2019.2 (1868) on Win 10 (updated from 1855 to 1868 on 19th April)</p>
<p>I have been running Quoteloader successfully for several months now, and love it. I successfully ran QuoteLoader on 24 April. However, today (25th April), when I opened MD, I got the following error message "Extension Rhumba not present. Please install and rerun the Quote Loader."</p>
<p>I then opened the Quoteloader Installer 3 V2019.2 from the Extension menu, but got the same error message as above, with the following information:<br>
"the following QuoteLoader files have been found on your system - rhumba.mxt - securityquoteload.mxt - rhumba/hleOfxQuotes.jar - Rhumba not present"</p>
<p>I then opened the Mike Bray Extension Installer 1 V2019.2, but got the error message "Extension Rhumba not present. Please install and rerun the QuoteLoader"<br>
- Current Build 3009/NA - Latest Build 3009/1057/259 When I hit the Install button, I got the following error message "Error installing file securityquoteload.mxt. Error installling extension null"</p>
<p>I then hit the Remove button (thinking I should try to remove and reinstall), but got the following error message "Error removing extension security quoteload.mxt.null"</p>
<p>I then tried re downloading the "extinstaller.mxt" from the Mike Bray downloads web page. I dragged and dropped this download into the MD sidebar, but after hitting the confirm button to install the extension, I got the original error message "Extension Rhumba not present. Please install and rerun the Quote Loader"</p>
<p>Not sure what to do next. Any help you can give me would be appreciated<br>
Royce</p></div>roycetag:infinitekind.tenderapp.com,2009-01-14:Comment/467295682019-04-25T07:26:56Z2019-08-02T15:37:28ZQuote Loader Security/Currency price loader for Moneydance 2019<div><p>I am not support staff, just a user.<br>
Hi Royce.</p>
<p>Strange!<br>
Lets, install Rhumba manually and see if that works.<br>
Go to Mike site using the link on page 3 of the PFD. Where you downloaded “extinstaller.mxt”.<br>
Download QL-2019-release-20190302.zip<br>
Unzip this file.<br>
One of the files in the folder is rhumba.mxt<br>
Install rhumba.mxt by dragging and dropping it into the Moneydance’s sidebar<br>
Let us know what happens.</p>
<p>Hope this helps</p></div>derekkent23tag:infinitekind.tenderapp.com,2009-01-14:Comment/467295682019-04-25T08:16:52Z2019-08-02T15:37:28ZQuote Loader Security/Currency price loader for Moneydance 2019<div><p>Thanks Derek for your quick reply.</p>
<p>I did exactly what you suggested, but got the following \error message;<br>
gogle.gsom. Json Syntax Exceptions: java. lang. Illegal State Exception: Expected BEGIN <em>OBJECT</em> but was STRING at line 1 column 1 path $</p>
<p>This is more than strange!!!<br>
Royce</p></div>roycetag:infinitekind.tenderapp.com,2009-01-14:Comment/467295682019-04-25T08:45:41Z2019-08-02T15:37:28ZQuote Loader Security/Currency price loader for Moneydance 2019<div><p>Hi Royce, please could you post the whole error log.<br>
Thanks<br>
Mike</p></div>Mike Bray (Quote Loader Author)tag:infinitekind.tenderapp.com,2009-01-14:Comment/467295682019-04-25T08:59:13Z2019-08-02T15:37:28ZQuote Loader Security/Currency price loader for Moneydance 2019<div><p>Mike - please tell me the way to post the error log.....thanks.....,Royce</p></div>roycetag:infinitekind.tenderapp.com,2009-01-14:Comment/467295682019-04-25T09:08:32Z2019-08-02T15:37:27ZQuote Loader Security/Currency price loader for Moneydance 2019<div><p>I am not support staff, just a user.<br>
Hi royce</p>
<p>Close Moneydance and reopen it. Try to start Quote Loader.</p>
<p>Under HELP – CONSOLE WINDOW click SAVE to save a text file.<br>
In the thread <a href="https://infinitekind.tenderapp.com/discussions/investments/4039-quote-loader-securitycurrency-price-loader-for-moneydance-2019#comment_47206599">https://infinitekind.tenderapp.com/discussions/investments/4039-quo...</a><br>
Use the BROWSE button to add the text file to the post</p>
<p>Hope this helps</p></div>derekkent23tag:infinitekind.tenderapp.com,2009-01-14:Comment/467295682019-04-25T09:17:52Z2019-08-02T15:37:27ZQuote Loader Security/Currency price loader for Moneydance 2019<div><p>Thanks Derek</p>
<p>Quote Loader would not start as previously. Here is the error log</p>
<p>Regards<br>
Royce</p></div>roycetag:infinitekind.tenderapp.com,2009-01-14:Comment/467295682019-04-25T09:50:33Z2019-08-02T15:37:27ZQuote Loader Security/Currency price loader for Moneydance 2019<div><p>Thanks Royce, can you try this please:</p>
<p>Close Moneydance<br>
Open Windows Explorer<br>
Navigate to the folder c:\users{username}\.moneydance\fmodules\.rhumba</p>
<p>You should see some files:</p>
<p>hleOfxQuotes.jar<br>
hleofxquotes-log4.properties<br>
pseudocurrency.dict<br>
rhumbaConfiguration.json<br>
stockexchanges.dict</p>
<p>Please delete the two files:<br>
hleofxquotes-log4.properties<br>
rhumbaConfiguration.json</p>
<p>Open Moneydance and click on Extensions and select Rhumba. You should get a small screen. Quote Loader should run OK.</p>
<p>Thanks<br>
Mike</p></div>Mike Bray (Quote Loader Author)tag:infinitekind.tenderapp.com,2009-01-14:Comment/467295682019-04-25T18:33:02Z2019-08-02T15:37:27ZQuote Loader Security/Currency price loader for Moneydance 2019<div><p>Thanks Mike,</p>
<p>I followed your instructions. Re your last paragraph, Rhumba was not listed when I clicked on the Extensions menu.</p>
<p>So I opened the Mike Bray Extension Installer 1, and navigated to Quote Loader and hit the Update button. This loaded Rhumba and now all is working again. Hoorah.</p>
<p>Thanks for your help</p>
<p>As a matter of interest, did I do something wrong to cause this issue?</p>
<p>Royce</p></div>roycetag:infinitekind.tenderapp.com,2009-01-14:Comment/467295682019-04-25T19:51:39Z2019-08-02T15:37:27ZQuote Loader Security/Currency price loader for Moneydance 2019<div><blockquote>
<p>As a matter of interest, did I do something wrong to cause this issue?</p>
</blockquote>
<p>Probably not something you've done.</p>
<p>From what I've seen so far. The configuration file was malformed. This could be due to MD was crashing at the point where rhumba was trying to saved the configuration OR if the content on disk was somehow damaged.</p>
<p>I will add some code to guard against this for the next rev.</p></div>hleofxquotestag:infinitekind.tenderapp.com,2009-01-14:Comment/467295682019-04-27T09:02:52Z2019-08-02T15:37:27ZQuote Loader Security/Currency price loader for Moneydance 2019<div><p>Third-party Quote Loader System 2019 ONLY.</p>
<p>I am not support staff, just a user.</p>
<p><strong>Update.</strong> Add auto correction to rhumba configuration file in the event of corruption. Rhumba build 1058.<br>
Existing users click EXTENSIONS – MD EXTENSION INSTALLER and in Quote Loader section “Update”</p>
<p><strong>WARNING only install this extension on Moneydance 2019. Don’t use it on Moneydance 2017 or you could run the risk of corrupting your data set. Upgrading Moneydance 2017 to 2019. Upgrade the Quote Loader using the installer as instructed on page 3 of the PDF, before running the Quote Loader.</strong></p>
<p>For 2017 see this thread <a href="http://help.infinitekind.com/discussions/investments/3771-third-par">http://help.infinitekind.com/discussions/investments/3771-third-par</a>...</p>
<p>extinstaller.mxt ------ v1.<br>
The MD Extension Installer will download and install the following Quote Loader elements.<br>
securityquoteload.mxt ---------2019 build 3009<br>
rhumba.mxt ----------------------2019 build 1058<br>
hleOfxQuotes.jar ----------------2019 build 259</p>
<p>PDF “Quote Loader System by Mike Bray and hleofxquotes” remains V7.0. Tutorial Video remains V7.0. PDF “Moneydance Quote Loader System Handling Cryptocurrencies and Market Indices” remains at V2.0</p>
<p><strong>Users must uninstall the Quotes and Rates Updater extension to Prevent Conflicts!!</strong></p>
<p>A collaboration between the two software developers Mike Bray and Hleofxquotes.<br>
PDF’s and Video by Derek Kent.</p>
<p>The system provides an end to end solution, obtaining quotes from a choice of two sources and entering them into the relevant History window, all from a single window within Moneydance. The system can obtain Security prices, Exchange Rates, Market indices, Cryptocurrency Rates and prices for Cryptocurrency Investments. The system provides quotes from many stock exchanges, US, Canada, UK, Europe and Australia to name but a few. The process of obtaining quotes from the selected source is fast and error free.</p>
<p>Download the attached PDF, use the links to download the Quote Loader system elements and follow the instructions on how to use.</p>
<p>The PDF also contains a link to a tutorial on YouTube.</p>
<p>The link provides access to second PDF that covers the creation and importing of Cryptocurrencies and Market Indices into Moneydance.</p>
<p>Please keep this thread to this subject on how to use Quote Loader system.<br>
Please try this approach and if you find it useful please take the time to post comments and outline any problems you may find.<br>
Please provide feedback on how well UK, Mainland Europe, USA, Canadian, Australian and other stocks and funds are covered.</p>
<p>Acknowledgement to Kevin N and dwg for their support during development.</p>
<p>To receive email notification to updates on this thread, click the SUBSCRIBE button in the box at the top right of the forum page.</p>
<p>Hope this helps.</p>
<p>ALWAYS CHECK TO SEE IF THERE IS A NEW PDF IN A LATER POST!</p></div>derekkent23tag:infinitekind.tenderapp.com,2009-01-14:Comment/467295682019-05-10T15:02:26Z2019-08-02T15:37:27ZQuote Loader Security/Currency price loader for Moneydance 2019<div><p>Ho there...acquired the new moneydance 2019.2 recently as I had migrated away. Frankly the reports are better than my current program, HOWEVER I have noticed that the new QUOTE LOADER EXTENSION which facilitates scraping prices off FT ONLY WORKS FOR EQUITIES, NOT FUNDS. the look-up page in FT is for "securities" in genera whereas I think the extension goes straight to a sub category of equities.</p></div>simontag:infinitekind.tenderapp.com,2009-01-14:Comment/467295682019-05-10T15:22:47Z2019-08-02T15:37:27ZQuote Loader Security/Currency price loader for Moneydance 2019<div><p>I am not support staff, just a user.<br>
Hi simmon</p>
<p>I have 34 securities, 33 of which are supported by Quote Loader all of them funds.<br>
Can you provide ticker symbols plus the name of a number of funds you are having problems with and I will take a look?</p></div>derekkent23tag:infinitekind.tenderapp.com,2009-01-14:Comment/467295682019-05-10T16:31:06Z2019-08-02T15:37:26ZQuote Loader Security/Currency price loader for Moneydance 2019<div><p>Thanks for the offer Derek..I must be doing something wrong. Screens below</p>
<p>Taking just one, despite being set EURO, quotes appear as $</p>
<p>The real value is around €267, but 0.133 is recorded.</p>
<p>Thanks in advance</p></div>STO Yahootag:infinitekind.tenderapp.com,2009-01-14:Comment/467295682019-05-10T16:42:28Z2019-08-02T15:37:26ZQuote Loader Security/Currency price loader for Moneydance 2019<div><p>I am not support staff, just a user.<br>
Hi STO Yahoo</p>
<p>What is your base currency?</p></div>derekkent23tag:infinitekind.tenderapp.com,2009-01-14:Comment/467295682019-05-10T17:28:20Z2019-08-02T15:37:26ZQuote Loader Security/Currency price loader for Moneydance 2019<div><p>I am not support staff just a user.<br>
Error in this post see post 151</p></div>derekkent23tag:infinitekind.tenderapp.com,2009-01-14:Comment/467295682019-05-10T18:24:47Z2019-08-02T15:37:26ZQuote Loader Security/Currency price loader for Moneydance 2019<div><p>I am not support staff just a user.<br>
Hi STO Yahoo</p>
<p>Made a error in last post 150, corrected in this post.</p>
<p>For the set I set up a data set with a base currency of Euro.</p>
<p>The “:EUR” at the end of the ticker symbol is not required but it does no harm.</p>
<p>I think you have the wrong ticker symbol for Morgan Stanley Global Brand Fund see if you can see your fund at<br>
<a href="https://markets.ft.com/data/search?query=Morgan+Stanley+Global+Brand+Fund">https://markets.ft.com/data/search?query=Morgan+Stanley+Global+Bran...</a></p>
<p>Also, you have the wrong symbol for see CARTERA BELLVER SICAV it should be<br>
ES0116561038<br>
your using the symbol for Fidelity Fund-Global Financial Services Fund</p>
<p>For the four funds with the correct symbol see screen shot.</p>
<p>Need more help just post.</p></div>derekkent23tag:infinitekind.tenderapp.com,2009-01-14:Comment/467295682019-05-10T20:03:31Z2019-08-02T15:37:26ZQuote Loader Security/Currency price loader for Moneydance 2019<div><p>I am not support staff just a user.<br>
Hi STO Yahoo</p>
<p>Further information that may help</p>
<p>March Cartera Moderada FI symbol ES0123549000<br>
March Renta Fija Corto Plazo see <a href="https://markets.ft.com/data/search?query=March%20Renta%20Fija%20Corto%20Plazo">https://markets.ft.com/data/search?query=March%20Renta%20Fija%20Cor...</a></p>
<p>Nota Sant Gobain -not found, any more information to define this fund-</p>
<p>Nordea 1 Stable Return Fund see <a href="https://markets.ft.com/data/search?query=Nordea%201%20Stable%20Return%20Fund">https://markets.ft.com/data/search?query=Nordea%201%20Stable%20Retu...</a></p>
<p>Robeco QI Global Momentum Equities see <a href="https://markets.ft.com/data/search?query=Robeco%20QI%20Global%20Momentum%20Equities%20">https://markets.ft.com/data/search?query=Robeco%20QI%20Global%20Mom...</a></p>
<p>Let us know how you get on.</p></div>derekkent23tag:infinitekind.tenderapp.com,2009-01-14:Comment/467295682019-05-11T18:03:04Z2019-08-02T15:37:26ZQuote Loader Security/Currency price loader for Moneydance 2019<div><p>Derek, thanks man…funny, I was looking hard at how you managed to get the prices and noticed you had a different version of Quote Loader…researched latest versions for 2019 (which is different from previous version) and it now works . Thanks again</p></div>STO Yahootag:infinitekind.tenderapp.com,2009-01-14:Comment/467295682019-05-11T18:30:33Z2019-08-02T15:37:26ZQuote Loader Security/Currency price loader for Moneydance 2019<div><p>I am not support staff just a user.<br>
Hi STO Yahoo</p>
<p>Great, glad it’s working for you.<br>
If you had come back and said even with the correct ticker symbols it not working then I would have asked you to post the three build numbers you see at the top of the Quote Loader. They were not visible in the screen shot you posted.<br>
Hope the ticker symbols I traced helped?<br>
Did you find a ticker symbol for the one fund I could not identify Nota Sant Gobain?</p>
<p>Have Fun</p></div>derekkent23tag:infinitekind.tenderapp.com,2009-01-14:Comment/467295682019-05-11T19:03:59Z2019-08-02T15:37:25ZQuote Loader Security/Currency price loader for Moneydance 2019<div><p>No, don’t need price as San Global is a derivitive…not quoted, fixed price</p></div>STO Yahootag:infinitekind.tenderapp.com,2009-01-14:Comment/467295682019-05-16T16:58:19Z2019-08-02T15:37:25ZQuote Loader Security/Currency price loader for Moneydance 2019<div><p>HI derekkent23<br>
Just picked up on this conversation. You were kind enough to give me some feedback last year, but unfortunately I didn't spot the reply until today! I must have forgotten to click the subscribe button.<br>
Sadly I have never had any feedback from Infinite Kind support staff. No idea why as I am using what appears to be standard issue software.<br>
The latest glitch is that having spent a couple of days clearing up historical quotes and updating other transactions, I find some of my stocks now show in Australian Dollars rather than UK pounds and pence. This has corrupted loads of historical data. As a consequence Mondaydance shows me to be a multi-millionaire - oh that it were true!</p>
<p>I will now follow the documentation you show and see what I can do to recover what is a horrible mess.</p></div>alan.bannistertag:infinitekind.tenderapp.com,2009-01-14:Comment/467295682019-05-16T18:12:19Z2019-08-02T15:37:25ZQuote Loader Security/Currency price loader for Moneydance 2019<div><p>I am not support staff, just a user.</p>
<p>Hi alan.bannister</p>
<p>Thing have moved on since your post in February 2018 when you were using 2017.6(1656).<br>
As you have found this thread you know the Quote Loader is now the way to obtain security prices.<br>
In your post I not sure if you are asking a question or just making a statement.<br>
The only way to change the currency that a security price history is stored in is to change the security currency itself. There are a number of ways to do this e.g. TOOLS -SECURITY – highlight subject security and double click and use the Currency dropdown. I have never heard of a case were Moneydance change a security currency by its self.</p></div>derekkent23tag:infinitekind.tenderapp.com,2009-01-14:Comment/467295682019-05-31T11:19:23Z2019-08-02T15:37:25ZQuote Loader Security/Currency price loader for Moneydance 2019<div><p>Third-party Quote Loader System 2019 ONLY.</p>
<p>I am not support staff, just a user.</p>
<p><strong>Update.</strong> Correct possible issue to auto update of Quotes if computer is left on overnight. Quote Load updated to build 3013.</p>
<p>Existing users click EXTENSIONS – MD EXTENSION INSTALLER and in Quote Loader section “Update”</p>
<p><strong>WARNING only install this extension on Moneydance 2019. Don’t use it on Moneydance 2017 or you could run the risk of corrupting your data set. Upgrading Moneydance 2017 to 2019. Upgrade the Quote Loader using the installer as instructed on page 3 of the PDF, before running the Quote Loader.</strong></p>
<p>For 2017 see this thread <a href="https://infinitekind.tenderapp.com/discussions/investments/3771-third-party-quote-loader-system#comment_46981702">https://infinitekind.tenderapp.com/discussions/investments/3771-thi...</a></p>
<p>extinstaller.mxt ------ v1.<br>
The MD Extension Installer will download and install the following Quote Loader elements.<br>
securityquoteload.mxt ---------2019 build 3013<br>
rhumba.mxt ----------------------2019 build 1058<br>
hleOfxQuotes.jar ----------------2019 build 259</p>
<p>PDF “Quote Loader System by Mike Bray and hleofxquotes” remains V7.0. Tutorial Video remains V7.0. PDF “Moneydance Quote Loader System Handling Cryptocurrencies and Market Indices” remains at V2.0</p>
<p><strong>Users must uninstall the Quotes and Rates Updater extension to Prevent Conflicts!!</strong></p>
<p>A collaboration between the two software developers Mike Bray and Hleofxquotes.<br>
PDF’s and Video by Derek Kent.</p>
<p>The system provides an end to end solution, obtaining quotes from a choice of two sources and entering them into the relevant History window, all from a single window within Moneydance. The system can obtain Security prices, Exchange Rates, Market indices, Cryptocurrency Rates and prices for Cryptocurrency Investments. The system provides quotes from many stock exchanges, US, Canada, UK, Europe and Australia to name but a few. The process of obtaining quotes from the selected source is fast and error free.</p>
<p>Download the attached PDF, use the links to download the Quote Loader system elements and follow the instructions on how to use.</p>
<p>The PDF also contains a link to a tutorial on YouTube.</p>
<p>The link provides access to second PDF that covers the creation and importing of Cryptocurrencies and Market Indices into Moneydance.</p>
<p>Please keep this thread to this subject on how to use Quote Loader system.<br>
Please try this approach and if you find it useful please take the time to post comments and outline any problems you may find.<br>
Please provide feedback on how well UK, Mainland Europe, USA, Canadian, Australian and other stocks and funds are covered.</p>
<p>Acknowledgement to Kevin N and dwg for their support during development.</p>
<p>To receive email notification to updates on this thread, click the SUBSCRIBE button in the box at the top right of the forum page.</p>
<p>Hope this helps.</p>
<p>ALWAYS CHECK TO SEE IF THERE IS A NEW PDF IN A LATER POST!</p></div>derekkent23tag:infinitekind.tenderapp.com,2009-01-14:Comment/467295682019-06-03T21:46:51Z2019-08-02T15:37:25ZQuote Loader Security/Currency price loader for Moneydance 2019<div><p>Very grateful for the new Quote Loader extension. It's nice to see those prices load so quickly!<br>
I had not used MD since 5/19 and was trying to get my security prices updated to the end of the month (May 31). I got today's prices, but no history. Is that possible, even if I need to do it manually, i.e. one day at a time?</p>
<p>Thanks again to Mike Bray and all involved.</p></div>pfkalinatag:infinitekind.tenderapp.com,2009-01-14:Comment/467295682019-06-04T08:33:49Z2019-08-02T15:37:25ZQuote Loader Security/Currency price loader for Moneydance 2019<div><p>I am not support staff, just a user.</p>
<p>Quote Loader can only provide the latest prices from the sources, these is no way to get prices for older dates.<br>
If your securities are supported by IEX or Alpha Vantage you can use Moneydances Quote and exchange rate updater to import older prices and then move back to Quote Loader.</p>
<p>If your securities are not supported by Quote and exchange rate updater but are supported by Yahoo then use the link in the Quote Loader PDF to get to the Yahoo web site. Look up your price for the first of your securities. Then click on the historical data tab. You can now set up a date range and download prices in a CSV file format. Once you have prices for all your securities combine them into a single CSV file and import them into Moneydance using Mike Brays Security History Loader. Always take an EXPORT BACKUP first.<br>
If this is to complex you could use the Security Price Entry extension to enter prices manually.</p>
<p>Hope this helps.</p></div>derekkent23tag:infinitekind.tenderapp.com,2009-01-14:Comment/467295682019-06-04T12:58:41Z2019-08-02T15:37:25ZQuote Loader Security/Currency price loader for Moneydance 2019<div><p>Sent from my iPhone</p></div>pfkalinatag:infinitekind.tenderapp.com,2009-01-14:Comment/467295682019-06-04T13:11:34Z2019-08-02T15:37:25ZQuote Loader Security/Currency price loader for Moneydance 2019<div><p>I am not support staff, just a user.<br>
Hi pfkalina</p>
<p>No content to your last post!</p></div>derekkent23tag:infinitekind.tenderapp.com,2009-01-14:Comment/467295682019-06-04T17:13:23Z2019-08-02T15:37:24ZQuote Loader Security/Currency price loader for Moneydance 2019<div><p>Thanks for the helpful reply. After I posted this question I found that Alpha Vantage did get the history when I ran the older extension from my laptop. So I’m okay for now. Derek, you should be compensated for all the assistance you give on this forum! Thanks again</p></div>pfkalinatag:infinitekind.tenderapp.com,2009-01-14:Comment/467295682019-06-08T23:35:28Z2019-08-02T15:37:24ZQuote Loader Security/Currency price loader for Moneydance 2019<div><p>Hi all. Not sure if this is a bug or if I am doing something wrong, but I'm having some trouble with the Yahoo HD source. QL is reading the trade currency as GBX when it should be GBP. For this particular security, the result is a price of 0.0187 instead of 1.87. Is there a way to resolve this? Many thanks.</p></div>TWDtag:infinitekind.tenderapp.com,2009-01-14:Comment/467295682019-06-09T06:26:29Z2019-08-02T15:37:24ZQuote Loader Security/Currency price loader for Moneydance 2019<div><p>I am not support staff, just a user<br>
Hi TWD</p>
<p>Can you provide the ticker symbol that is giving this issue and I will test.</p></div>derekkent23tag:infinitekind.tenderapp.com,2009-01-14:Comment/467295682019-06-09T09:51:44Z2019-08-02T15:37:24ZQuote Loader Security/Currency price loader for Moneydance 2019<div><p>Hi Derek<br>
Thanks for your help. The ticker is 0P0000WN82.L. It works well enough with FT as the source, but this only gave a GBP value to 2 decimal places, so I tried Yahoo HD to try and achieve greater accuracy. Yahoo HD gives the full number of decimal places, but as mentioned seems to confuse GBX and GBP. I wonder if the problem is that the delayed price on Yahoo Finance is given in GBX (i.e. the quote that is returned if Yahoo is used as the source), but the the close price is given in GBP.</p></div>TWDtag:infinitekind.tenderapp.com,2009-01-14:Comment/467295682019-06-09T13:57:52Z2019-08-02T15:37:24ZQuote Loader Security/Currency price loader for Moneydance 2019<div><p>I am not support staff, just a user<br>
Hi TWD</p>
<p>The problem seems to be with the data Yahoo HD is returning for 0P0000WN82.L that is HSBC Global Strategy Balanced Portfolio Accumulation C.<br>
The raw data returned by Yahoo HD is 0P0000WN82.L, 1.871709942817688, GBX, 20190607, 0<br>
Indicating that the price is in GBX when in fact the value is in GBP. An error on there part.</p>
<p>Not a lot Quote Loader can do about that as it acks on the data sent by the source.</p>
<p>When tested the source Yahoo is returning a price for 30/5/2019 and thus is somewhat out of date.</p>
<p>For this security I would advise using FT as the source. The more commonly recognised symbol for this security seems to be GB00B76WP695. Morningstar return the same up to date price as FT for GB00B76WP695</p>
<p>Hope this helps.</p></div>derekkent23tag:infinitekind.tenderapp.com,2009-01-14:Comment/467295682019-06-21T19:09:52Z2019-08-02T15:37:24ZQuote Loader Security/Currency price loader for Moneydance 2019<div><p>Is it just me? I think MD updated the other day to 2019.3 (back from holiday so just clicked the update button!)... .since then I am not getting any updates for Stocks (shares are OK) via FT in the Quote Loader. Nothing since 18th June.</p></div>redtag:infinitekind.tenderapp.com,2009-01-14:Comment/467295682019-06-21T19:51:25Z2019-08-02T15:37:24ZQuote Loader Security/Currency price loader for Moneydance 2019<div><p>I am not support staff, just a user.</p>
<p>Think its just you, Quote Loader is working fine.</p>
<p>Can you post a screen shot of Quote Loader so I can check you are running the correct builds of the 3 elements, As attached screen shot.</p></div>derekkent23tag:infinitekind.tenderapp.com,2009-01-14:Comment/467295682019-06-21T19:54:05Z2019-08-02T15:37:24ZQuote Loader Security/Currency price loader for Moneydance 2019<div><p>I am not support staff, just a user.</p>
<p>Can you also give say two examples of Tickers and there security names that are you are having problems with</p></div>derekkent23tag:infinitekind.tenderapp.com,2009-01-14:Comment/467295682019-06-21T23:38:28Z2019-08-02T15:37:23ZQuote Loader Security/Currency price loader for Moneydance 2019<div><p>Hi red,</p>
<p>No it's not just you. The same happened to me - the last prices download was also 18 June 2019. I also have some currencies, but they have continued to download every day. I have since updated MD and Quote Loader, to see if that fixed the problem but no joy.</p></div>RALtag:infinitekind.tenderapp.com,2009-01-14:Comment/467295682019-06-22T06:33:31Z2019-08-02T15:37:23ZQuote Loader Security/Currency price loader for Moneydance 2019<div><p>I am not support staff, just a user.</p>
<p>Hi RAL</p>
<p>Can I ask you, as I did red, to provide say two examples of Tickers and there security names that are you are having problems with, I will test.</p></div>derekkent23tag:infinitekind.tenderapp.com,2009-01-14:Comment/467295682019-06-22T06:47:48Z2019-08-02T15:37:23ZQuote Loader Security/Currency price loader for Moneydance 2019<div><p>I have just loaded build 1881 and QL ran correctly. Most of the dates are 18/6/19. This is because ft.com has that date, so QL is running correctly ft.com seems to be behind on its prices. A few of my securities have dates of 21/6, even 1 has a date of 22/6.</p>
<p>To test QL please run it manually and you will see if it is broken or it is ft.com.</p></div>Mike Bray (Quote Loader Author)tag:infinitekind.tenderapp.com,2009-01-14:Comment/467295682019-06-22T11:07:58Z2019-08-02T15:37:23ZQuote Loader Security/Currency price loader for Moneydance 2019<div><p>Hi derekkent23,</p>
<p>I do not currently have any shares, just funds. Here are two examples, as requested:</p>
<p>HL MULTI-MANAGER INCOME & GROWTH TRUST CLASS A - ACCUMULATION (GBP), Ticker: GB0032033127</p>
<p>FIRST STATE ASIA FOCUS CLASS B - ACCUMULATION (GBP), Ticker: GB00BWNGXJ86</p></div>RALtag:infinitekind.tenderapp.com,2009-01-14:Comment/467295682019-06-22T11:24:42Z2019-08-02T15:37:23ZQuote Loader Security/Currency price loader for Moneydance 2019<div><p>Hi Mike Bray,<br>
Thanks for your interest. I'm not sure what you mean by "run it manually". If you mean clicking the "Get Prices" button at the bottom of Quote Loader, then yes, I've done this several times i the last 3 or 4 days. Each time I do it the "New Price", "Trade date", and "Trade currency" columns fill with values (and go green), but all the fund prices have been the same since 18 June 2019..</p>
<p>I also have six currency rates which have been updating correctly each day and are currently showing 21 June 2019.</p>
<p>I did suspect the problem may be with FT.com but I don't know how to check.</p></div>RALtag:infinitekind.tenderapp.com,2009-01-14:Comment/467295682019-06-22T11:28:12Z2019-08-02T15:37:23ZQuote Loader Security/Currency price loader for Moneydance 2019<div><p>Ral<br>
What you are doing is what I call 'Run Manually'.</p>
<p>On ft.com HL MULTI-MANAGER INCOME & GROWTH TRUST CLASS A - ACCUMULATION (GBP),<br>
has a price of 188.20GBX with a date of 18/9/19, which is what is returned by QL.</p>
<p>To check it use this link <a href="https://markets.ft.com/data/funds/tearsheet/summary?s=GB0032033127:GBX">https://markets.ft.com/data/funds/tearsheet/summary?s=GB0032033127:GBX</a></p>
<p>Regards<br>
mike</p></div>Mike Bray (Quote Loader Author)tag:infinitekind.tenderapp.com,2009-01-14:Comment/467295682019-06-22T12:34:49Z2019-08-02T15:37:23ZQuote Loader Security/Currency price loader for Moneydance 2019<div><p>I am not support staff, just a user.</p>
<p>Hi RAL</p>
<p>In parallel with Mike I checked both your funds on the FT site. On the site both funds have the date of the 18th. Looks like FT for some reason have not updated some of their fund prices, so it a FT issue. Quote Loader can only pass on the prices FT quotes. Let’s hope FT sort themselves out and they again start to report up to date prices.</p></div>derekkent23tag:infinitekind.tenderapp.com,2009-01-14:Comment/467295682019-06-22T12:41:21Z2019-08-02T15:37:22ZQuote Loader Security/Currency price loader for Moneydance 2019<div><p>Third-party Quote Loader System 2019 ONLY.</p>
<p>I am not support staff, just a user.</p>
<p><strong>Update.</strong> Improve the way Security Prices are saved to Moneydance to negate rounding errors due to the way Moneydance stores values. Quote Load updated to build 3014.</p>
<p>Existing users click EXTENSIONS – MD EXTENSION INSTALLER and in Quote Loader section “Update”</p>
<p><strong>WARNING only install this extension on Moneydance 2019. Don’t use it on Moneydance 2017 or you could run the risk of corrupting your data set. Upgrading Moneydance 2017 to 2019. Upgrade the Quote Loader using the installer as instructed on page 3 of the PDF, before running the Quote Loader.</strong></p>
<p>For 2017 see this thread <a href="https://infinitekind.tenderapp.com/discussions/investments/3771-thi">https://infinitekind.tenderapp.com/discussions/investments/3771-thi</a>...</p>
<p>extinstaller.mxt ------ v1.<br>
The MD Extension Installer will download and install the following Quote Loader elements.<br>
securityquoteload.mxt ---------2019 build 3014<br>
rhumba.mxt ----------------------2019 build 1058<br>
hleOfxQuotes.jar ----------------2019 build 259</p>
<p>PDF “Quote Loader System by Mike Bray and hleofxquotes” remains V7.0. Tutorial Video remains V7.0. PDF “Moneydance Quote Loader System Handling Cryptocurrencies and Market Indices” remains at V2.0</p>
<p><strong>Users must uninstall the Quotes and Rates Updater extension to Prevent Conflicts!!</strong></p>
<p>A collaboration between the two software developers Mike Bray and Hleofxquotes.<br>
PDF’s and Video by Derek Kent.</p>
<p>The system provides an end to end solution, obtaining quotes from a choice of two sources and entering them into the relevant History window, all from a single window within Moneydance. The system can obtain Security prices, Exchange Rates, Market indices, Cryptocurrency Rates and prices for Cryptocurrency Investments. The system provides quotes from many stock exchanges, US, Canada, UK, Europe and Australia to name but a few. The process of obtaining quotes from the selected source is fast and error free.</p>
<p>Download the attached PDF, use the links to download the MB Extension Installer (extinstaller.mxt) and follow the instructions on how to use.</p>
<p>The PDF also contains a link to a tutorial on YouTube.</p>
<p>The link provides access to second PDF that covers the creation and importing of Cryptocurrencies and Market Indices into Moneydance.</p>
<p>Please keep this thread to this subject on how to use Quote Loader system.<br>
Please try this approach and if you find it useful please take the time to post comments and outline any problems you may find.<br>
Please provide feedback on how well UK, Mainland Europe, USA, Canadian, Australian and other stocks and funds are covered.</p>
<p>Acknowledgement to Kevin N and dwg for their support during development.</p>
<p>To receive email notification to updates on this thread, click the SUBSCRIBE button in the box at the top right of the forum page.</p>
<p>Hope this helps.</p>
<p>ALWAYS CHECK TO SEE IF THERE IS A NEW PDF IN A LATER POST!</p></div>derekkent23tag:infinitekind.tenderapp.com,2009-01-14:Comment/467295682019-06-22T14:52:31Z2019-08-02T15:37:22ZQuote Loader Security/Currency price loader for Moneydance 2019<div><p>Thanks Mike and Derek,<br>
I've always found FT.com to be very reliable. Let's hope it's only a minor blip!</p>
<p>Kind regards<br>
Richard</p></div>RALtag:infinitekind.tenderapp.com,2009-01-14:Comment/467295682019-06-22T21:32:23Z2019-08-02T15:37:22ZQuote Loader Security/Currency price loader for Moneydance 2019<div><p>Sorry I haven't replied sooner, but thanks Mike & Derek (and RAL for posting same issue). I'll give it a week and revisit! :)</p></div>redtag:infinitekind.tenderapp.com,2009-01-14:Comment/467295682019-06-24T22:00:54Z2019-08-02T15:37:22ZQuote Loader Security/Currency price loader for Moneydance 2019<div><p>Hi, using Quote Loader - and some security prices are coming out with the wrong multiple. e.g. Ticket: JAM LN is pulling in prices as £4.60 when it should be £460 a share. Is there a way to correct this? It's getting the data from FT</p></div>Elliottag:infinitekind.tenderapp.com,2009-01-14:Comment/467295682019-06-25T06:46:48Z2019-08-02T15:37:22ZQuote Loader Security/Currency price loader for Moneydance 2019<div><p>I am not support staff, just a user.<br>
Hi Elliot</p>
<p>As far as I can see JAM is the ticker symbol for JPMorgan American Investment Trust.<br>
I checked FT, Morningstar, London stock exchange and Share Magazine they all quote a price of around 460GBX. That is 460 pence. As Moneydance stores prices in Pounds (GBP), Quote Loader converts pence, the Traded Currency in GBX, into Pounds, the New Price in GBP, before storing to Moneydance.<br>
So the price obtained and store is correct.</p>
<p>If JAM is not the ticker for JPMorgan American Investment Trust let me know.</p>
<p>Hope this helps.</p></div>derekkent23tag:infinitekind.tenderapp.com,2009-01-14:Comment/467295682019-06-25T08:37:13Z2019-08-02T15:37:22ZQuote Loader Security/Currency price loader for Moneydance 2019<div><p>I am not support staff, just a user.<br>
Hi Red, Ral</p>
<p>Looks like FT is up to date again, at least for me.</p>
<p>Have Fun.</p></div>derekkent23tag:infinitekind.tenderapp.com,2009-01-14:Comment/467295682019-06-25T18:26:10Z2019-08-02T15:37:22ZQuote Loader Security/Currency price loader for Moneydance 2019<div><p>Yes - OK here. Thanks....</p></div>redtag:infinitekind.tenderapp.com,2009-01-14:Comment/467295682019-07-17T19:38:12Z2019-08-02T15:37:21ZQuote Loader Security/Currency price loader for Moneydance 2019<div><p>Not a problem - just an observation..</p>
<p>When does Quote Loader actually do the update? I ask because when I first open MD, at the foot of the screen I see the prices updating. However the Total Net Worth figure at the top of the screen (next to the Search field) doesn't change.</p>
<p>Is Quote Loader actually VERY fast and does the update before the main MD window appears (so the latest values are included in the total Net Worth) or does the Net worth perhaps not update until next time I log in (I haven't actually noted and checked this)?</p></div>redtag:infinitekind.tenderapp.com,2009-01-14:Comment/467295682019-07-17T21:07:57Z2019-08-02T15:37:21ZQuote Loader Security/Currency price loader for Moneydance 2019<div><p>I'm a fellow user.</p>
<p>Moneydance is not dynamic. In other words if you make a change in the data Moneydance does not go and recalculate and re-display everything, Screens only get updated when and if Moneydance does a reread of the data and a redraw of the screen.</p></div>dwgtag:infinitekind.tenderapp.com,2009-01-14:Comment/467295682019-07-17T21:14:54Z2019-08-02T15:37:21ZQuote Loader Security/Currency price loader for Moneydance 2019<div><p>I am not support staff, just a user.<br>
Hi Red</p>
<p>At the point that the status message (bottom of screen) reads “Quote Loader Update Complete” the Net Worth value in the body of the summary page will update. However, the net worth value following the net worth graph will not. It seems only to update after a Moneydance restart or if you turn the graph off and on under VIEW or the value is affected by some other change, e.g. a new transaction in a bank account. This is not a Quote Loader issue, changing a security price manually gives the same result.</p>
<p>Hope this helps.</p></div>derekkent23tag:infinitekind.tenderapp.com,2009-01-14:Comment/467295682019-07-17T21:17:19Z2019-08-02T15:37:21ZQuote Loader Security/Currency price loader for Moneydance 2019<div><p>On 17 Jul 2019, at 22:15, derekkent23 > wrote:</p></div>Tom Deacontag:infinitekind.tenderapp.com,2009-01-14:Comment/467295682019-07-17T21:22:55Z2019-08-02T15:37:21ZQuote Loader Security/Currency price loader for Moneydance 2019<div><p>I am not support staff, just a user.<br>
Hi Tom</p>
<p>There is no text in your post?<br>
perhaps post in the thread at <a href="https://infinitekind.tenderapp.com/discussions/investments/4039-quote-loader-securitycurrency-price-loader-for-moneydance-2019#comment_47446517">https://infinitekind.tenderapp.com/discussions/investments/4039-quo...</a></p></div>derekkent23tag:infinitekind.tenderapp.com,2009-01-14:Comment/467295682019-07-18T14:06:15Z2019-08-02T15:37:21ZQuote Loader Security/Currency price loader for Moneydance 2019<div><p>Ok - thanks Derek. As I say, I was just curious. My net worth doesn't vary THAT much, nor am I so obsessive that I need to know EXACTLY what I am worth ;)</p></div>redtag:infinitekind.tenderapp.com,2009-01-14:Comment/467295682019-07-22T22:04:11Z2019-08-02T15:37:21ZQuote Loader Security/Currency price loader for Moneydance 2019<div><p>Mike / Derek</p>
<p>The attached document shows the Canadian Manulife Mutual funds that are not returned by the Quote Loader extension, similar to the results I was getting with Alphavantage service. I can manually retrieve the prices daily from <a href="https://www.morningstar.ca/">https://www.morningstar.ca/</a> but have not found a service that can retrieve the prices automatically.</p>
<p>BTW the extension works well and is intuitive.</p></div>nickward999tag:infinitekind.tenderapp.com,2009-01-14:Comment/467295682019-07-23T07:57:34Z2019-08-02T15:37:21ZQuote Loader Security/Currency price loader for Moneydance 2019<div><p>I am not support staff, just a user.</p>
<p>Sorry it does not look like the securities you listed are supported by Quote Loader.<br>
The best I can suggest is to run Quote Loader and click on each New Price box that is in red and edit the 0.0 value with the price you find from Morningstar, also changing the Trade date. At least in this way all your security prices are entered into the relevant security price history windows from one place.</p>
<p>Hope this helps.</p></div>derekkent23tag:infinitekind.tenderapp.com,2009-01-14:Comment/467295682019-07-30T21:03:05Z2019-08-02T15:37:20ZQuote Loader Security/Currency price loader for Moneydance 2019<div><p>@derekkent23 . FYI, on a particular fund DFUSX I was getting prices just fine from Yahoo but lately it has an error. I changed the source to FT and it works fine. HOwever you should know if I go to Yahoo, it seems to look it up just fine.</p></div>amgtag:infinitekind.tenderapp.com,2009-01-14:Comment/467295682019-07-30T21:30:10Z2019-08-02T15:37:20ZQuote Loader Security/Currency price loader for Moneydance 2019<div><p>I am not support staff, just a user.</p>
<p>Hi ageisse</p>
<p>Was there a typo in <strong>“However you should know if I go to Yahoo, it seems to look it up just fine.”</strong></p>
<p>Strange, at time of testing all three sources returned the same value 23.32 as of 30/07/2019 perhaps a temporary problem at yahoo.<br>
Hope this helps.</p></div>derekkent23tag:infinitekind.tenderapp.com,2009-01-14:Comment/467295682019-07-30T21:50:18Z2019-08-02T15:37:20ZQuote Loader Security/Currency price loader for Moneydance 2019<div><p>Derek<br>
Sorry I wasn't clear. In Quote loader the DFSUX symbol stopped working for some reason. I got a price error. I went to the Yahoo website and got the quote just fine. So I went back and tried Yahoo HD and the same "price" error. Then I tired FT as the source and it worked just fine. HOpe that helps. This is a great extension! And so far seems much more reliable than the old extension from MD . Great job!</p></div>amgtag:infinitekind.tenderapp.com,2009-01-14:Comment/467295682019-07-30T22:17:14Z2019-08-02T15:37:20ZQuote Loader Security/Currency price loader for Moneydance 2019<div><p>I am not support staff, just a user.</p>
<p>Hi ageisse</p>
<p>Can you confirm all three sources are now working for you, as they are for me?<br>
Glad you like Quote Loader,</p>
<p>Hope this helps.</p></div>derekkent23tag:infinitekind.tenderapp.com,2009-01-14:Comment/467295682019-07-30T23:10:50Z2019-08-02T15:37:20ZQuote Loader Security/Currency price loader for Moneydance 2019<div><p>Derek<br>
I can confirm it is now working on Yahoo and FT. Yahoo HD gets an error (red highlight).</p>
<p>Also, is there a way to download just one price? I tried checking just that security on the left and hit get prices but it got prices for all the symbols each time. Probably user error...</p></div>amgtag:infinitekind.tenderapp.com,2009-01-14:Comment/467295682019-07-31T06:51:12Z2019-08-02T15:37:20ZQuote Loader Security/Currency price loader for Moneydance 2019<div><p>I am not support staff, just a user.</p>
<p>Hi ageisse</p>
<p>Check again this morning Yahoo HD works at time of test for me, see screen shot.<br>
Check Quote Loader build numbers, see screen shot. Perhaps post a screen shot of what you get.<br>
The only way to download only one price is to globally set all line quote sources to "Do not load" , right click in source heading, then set the source for the security you want to obtain as required.<br>
The tick boxes on the left determine which quotes are saved when you click "Save Selected Values".</p>
<p>Hope this helps</p></div>derekkent23tag:infinitekind.tenderapp.com,2009-01-14:Comment/467295682019-08-01T00:57:27Z2019-08-02T15:37:20ZQuote Loader Security/Currency price loader for Moneydance 2019<div><p>Derek<br>
Same issue on Yahoo HD. No "error" but it turns red and no price is loaded. Seems to work fine on Yahoo and FT now. I do notice that in my MD the symbol is lower case if that makes a difference?</p></div>amgtag:infinitekind.tenderapp.com,2009-01-14:Comment/467295682019-08-01T06:54:15Z2019-08-02T15:37:19ZQuote Loader Security/Currency price loader for Moneydance 2019<div><p>I am not support staff, just a user.<br>
Hi ageisse</p>
<p>Yes, when Yahoo HD is the source the case is the issue, upper case tickers work, lower case do not. This applies to all the tickers I have tested.<br>
I am sure the developers will take a look.<br>
For now just change your ticker symbols to upper case.</p>
<p>Thank for reporting the problem.</p>
<p>EDIT. You did not have to wait long, see next post!</p></div>derekkent23tag:infinitekind.tenderapp.com,2009-01-14:Comment/467295682019-08-01T08:31:09Z2019-08-02T15:37:19ZQuote Loader Security/Currency price loader for Moneydance 2019<div><p>Third-party Quote Loader System 2019 ONLY.</p>
<p>I am not support staff, just a user.</p>
<p><strong>Update</strong>. Lower case Ticker Symbols are converted to upper case in Quote Loader so that they are handled correctly when the source is set to Yahoo HD.</p>
<p>Existing users click EXTENSIONS – MD EXTENSION INSTALLER and in Quote Loader section “Update”</p>
<p><strong>WARNING only install this extension on Moneydance 2019. Don’t use it on Moneydance 2017 or you could run the risk of corrupting your data set. Upgrading Moneydance 2017 to 2019. Upgrade the Quote Loader using the installer as instructed on page 3 of the PDF, before running the Quote Loader.</strong></p>
<p>For 2017 see this thread <a href="https://infinitekind.tenderapp.com/discussions/investments/3771-thi">https://infinitekind.tenderapp.com/discussions/investments/3771-thi</a>...</p>
<p>extinstaller.mxt ------ v1.<br>
The MD Extension Installer will download and install the following Quote Loader elements.<br>
securityquoteload.mxt ---------2019 build 3015<br>
rhumba.mxt ----------------------2019 build 1058<br>
hleOfxQuotes.jar ----------------2019 build 259</p>
<p>PDF “Quote Loader System by Mike Bray and hleofxquotes” updated to V7.01. Tutorial Video Full version remains V7.0. Short version added V7.01.<br>
PDF “Moneydance Quote Loader System Handling Cryptocurrencies and Market Indices” remains at V2.0</p>
<p><strong>Users must uninstall the Quotes and Rates Updater extension to Prevent Conflicts!!</strong></p>
<p>A collaboration between the two software developers Mike Bray and Hleofxquotes.<br>
PDF’s and Video by Derek Kent.</p>
<p>The system provides an end to end solution, obtaining quotes from a choice of two sources and entering them into the relevant History window, all from a single window within Moneydance. The system can obtain Security prices, Exchange Rates, Market indices, Cryptocurrency Rates and prices for Cryptocurrency Investments. The system provides quotes from many stock exchanges, US, Canada, UK, Europe and Australia to name but a few. The process of obtaining quotes from the selected source is fast and error free.</p>
<p>Download the attached PDF, use the links to download the MB Extension Installer (extinstaller.mxt) and follow the instructions on how to use.</p>
<p>The PDF also contains links to tutorials on YouTube.</p>
<p>The link provides access to second PDF that covers the creation and importing of Cryptocurrencies and Market Indices into Moneydance.</p>
<p>Please keep this thread to this subject on how to use Quote Loader system.<br>
Please try this approach and if you find it useful please take the time to post comments and outline any problems you may find.<br>
Please provide feedback on how well UK, Mainland Europe, USA, Canadian, Australian and other stocks and funds are covered.<br>
Acknowledgement to Kevin N and dwg for their support during development.</p>
<p>To receive email notification to updates on this thread, click the SUBSCRIBE button in the box at the top right of the forum page.</p>
<p>Hope this helps.</p>
<p>ALWAYS CHECK TO SEE IF THERE IS A NEW PDF IN A LATER POST!</p></div>derekkent23tag:infinitekind.tenderapp.com,2009-01-14:Comment/467295682019-08-01T17:30:14Z2019-08-02T15:37:19ZQuote Loader Security/Currency price loader for Moneydance 2019<div><p>Got it and thanks.</p></div>Andy Geissetag:infinitekind.tenderapp.com,2009-01-14:Comment/467295682019-08-01T23:59:39Z2019-08-02T15:37:19ZQuote Loader Security/Currency price loader for Moneydance 2019<div><p>Hi Mike / Derek,</p>
<p>QL 3015<br>
rumba 1058<br>
hle 258<br>
MD 2019.4 (1886)<br>
Windows 10 Pro</p>
<p>Were the colors displayed in the 'New Price' column removed?</p>
<p>Clicking 'Get Prices' would normally invoke yellow shading, then either green or red depending on the success or failure of the download.</p>
<p>-Kevin N. (not a member of MD support)</p></div>-Kevin N.tag:infinitekind.tenderapp.com,2009-01-14:Comment/467295682019-08-02T05:05:47Z2019-08-02T15:37:19ZQuote Loader Security/Currency price loader for Moneydance 2019<div><p>Sorry about that, build 3016 just uploaded, colours are back.<br>
Mike</p></div>Mike Bray (Quote Loader Author)tag:infinitekind.tenderapp.com,2009-01-14:Comment/467295682019-08-02T06:16:39Z2019-08-02T15:37:19ZQuote Loader Security/Currency price loader for Moneydance 2019<div><p>Third-party Quote Loader System 2019 ONLY.</p>
<p>I am not support staff, just a user.</p>
<p><strong>Update.</strong> Colours in NEW PRICE field reinstated, accidentally removed in Quote Loader build 3015.</p>
<p>Existing users click EXTENSIONS – MD EXTENSION INSTALLER and in Quote Loader section “Update”.</p>
<p><strong>WARNING only install this extension on Moneydance 2019. Don’t use it on Moneydance 2017 or you could run the risk of corrupting your data set. Upgrading Moneydance 2017 to 2019. Upgrade the Quote Loader using the installer as instructed on page 3 of the PDF, before running the Quote Loader.</strong></p>
<p>For 2017 see this thread <a href="https://infinitekind.tenderapp.com/discussions/investments/3771-thi">https://infinitekind.tenderapp.com/discussions/investments/3771-thi</a>...</p>
<p>extinstaller.mxt ------ v1.<br>
The MD Extension Installer will download and install the following Quote Loader elements.<br>
securityquoteload.mxt ---------2019 build 3016<br>
rhumba.mxt ----------------------2019 build 1058<br>
hleOfxQuotes.jar ----------------2019 build 259</p>
<p>PDF “Quote Loader System by Mike Bray and hleofxquotes” remains to V7.01. Tutorial Video Full version remains V7.0. Short version remains V7.01.<br>
PDF “Moneydance Quote Loader System Handling Cryptocurrencies and Market Indices” remains at V2.0</p>
<p><strong>Users must uninstall the Quotes and Rates Updater extension to Prevent Conflicts!!</strong></p>
<p>A collaboration between the two software developers Mike Bray and Hleofxquotes.<br>
PDF’s and Video by Derek Kent.</p>
<p>The system provides an end to end solution, obtaining quotes from a choice of two sources and entering them into the relevant History window, all from a single window within Moneydance. The system can obtain Security prices, Exchange Rates, Market indices, Cryptocurrency Rates and prices for Cryptocurrency Investments. The system provides quotes from many stock exchanges, US, Canada, UK, Europe and Australia to name but a few. The process of obtaining quotes from the selected source is fast and error free.</p>
<p>Download the attached PDF, use the links to download the MB Extension Installer (extinstaller.mxt) and follow the instructions on how to use.</p>
<p>The PDF also contains links to tutorials on YouTube.</p>
<p>The link provides access to second PDF that covers the creation and importing of Cryptocurrencies and Market Indices into Moneydance.</p>
<p>Please keep this thread to this subject on how to use Quote Loader system.<br>
Please try this approach and if you find it useful please take the time to post comments and outline any problems you may find.<br>
Please provide feedback on how well UK, Mainland Europe, USA, Canadian, Australian and other stocks and funds are covered.</p>
<p>Acknowledgement to Kevin N and dwg for their support during development.</p>
<p>To receive email notification to updates on this thread, click the SUBSCRIBE button in the box at the top right of the forum page.</p>
<p>Hope this helps.</p>
<p>ALWAYS CHECK TO SEE IF THERE IS A NEW PDF IN A LATER POST!</p></div>derekkent23tag:infinitekind.tenderapp.com,2009-01-14:Comment/467295682019-08-02T12:49:04Z2019-08-02T15:37:19ZQuote Loader Security/Currency price loader for Moneydance 2019<div><p>Hi Mike / Derek,</p>
<p>Thanks guys. :)</p>
<p>-Kevin N.</p></div>-Kevin N.tag:infinitekind.tenderapp.com,2009-01-14:Comment/467295682019-08-04T13:43:39Z2019-08-04T13:43:41ZQuote Loader Security/Currency price loader for Moneydance 2019<div><p>Hi,</p>
<p>I would like to know why Moneydance takes such a relative long time (about 10 seconds) to start up.</p>
<p>When looking at the Consol Window it looks that Rhumba contributes to this by taking a long time to find a file:<br>
"2019-08-04 15:22:56.799 INFO [main] > init - Name: rhumba, Build: 1058 2019-08-04 15:22:56.815 INFO [main] RHUMBA - looking for exec jar file in dir=C:\Users\XXX.moneydance\fmodules.rhumba<br>
2019-08-04 15:23:04.736 INFO [main] RHUMBA - found 1 exec jar file(s) ...<br>
2019-08-04 15:23:04.736 INFO [main] RHUMBA - exec "</p>
<p>Could this be the problem or is there something else causing the slow start after a reboot (Moneydance is quicker to start a second time during the same seesion)?</p>
<p>Clan46</p></div>Clan46tag:infinitekind.tenderapp.com,2009-01-14:Comment/467295682019-08-05T07:06:12Z2019-08-05T07:06:12ZQuote Loader Security/Currency price loader for Moneydance 2019<div><p>Hi Clan46</p>
<p>As you said Rhumba is spending time finding the .jar file. The way it does this is to look in folder fmodules/.rhumba as stated, identify .jar files, sorts them into date order and then takes the latest one. Do you have other files in that directory? The only ones Quote Loader requires are:</p>
<p>hleofxquotes.jar (the web interface code)<br>
helofxquotes-log4j.properties (the settings for logging)<br>
pseudocurrency.dict ( the settings for non real currencies such as GBX and ZAX)<br>
rhumbaonfiguration.json (settings for rhumba)<br>
stockexchanges.dict (the list of exchanges for the exchange column in QL)</p>
<p>All files except hleofxquotes.jar is created for you. This file is installed when you install QL.</p>
<p>Maybe the author of rhumba will have more of an insight.</p>
<p>Mike (QL Author)</p></div>Mike Bray (Quote Loader Author)tag:infinitekind.tenderapp.com,2009-01-14:Comment/467295682019-08-05T11:37:38Z2019-08-05T11:37:38ZQuote Loader Security/Currency price loader for Moneydance 2019<div><p>Hi</p>
<p>First, thank you for raising the issue, we are always interested in users' experiences.</p>
<p>I have heard from hleofxquotes who is away at the moment. When hleofxquotes.jar is loaded it has to load all of the code. If you rerun it the code is already loaded hence the faster opening time. Combined with the point I made in the previous comment you might experience a slower loading time on first load.</p>
<p>In this particular instance our view is that 5 seconds is not something that makes QL unusable.</p>
<p>I hope this explains the reason.</p>
<p>Regards<br>
Mike (QL Author)</p></div>Mike Bray (Quote Loader Author)tag:infinitekind.tenderapp.com,2009-01-14:Comment/467295682019-08-05T18:05:57Z2019-08-05T18:05:58ZQuote Loader Security/Currency price loader for Moneydance 2019<div><p>Hi,</p>
<p>Thanks for the explanations.<br>
I only have 4 files in the directory. The ones you mention, minus helofxquotes-log4j.properties.<br>
I guess it must be the loading time of hleofxquotes.jar that contributes the most to the slow start of Moneydance.<br>
Anyway, I am very pleased with the way your program works and I have no problem in waiting for the code to start (I am retired). I was just curious to know what happened during start up.</p>
<p>Best regrads,<br>
Clan46</p></div>Clan46tag:infinitekind.tenderapp.com,2009-01-14:Comment/467295682019-08-23T21:28:16Z2019-08-23T21:28:16ZQuote Loader Security/Currency price loader for Moneydance 2019<div><p>Just learned about this extension. Loaded it per instructions in the PDF. Looks to be working GREAT Thank you for your hard work.</p></div>dave.polistertag:infinitekind.tenderapp.com,2009-01-14:Comment/467295682019-08-24T06:39:24Z2019-08-24T06:39:24ZQuote Loader Security/Currency price loader for Moneydance 2019<div><p>I am not support staff, just a user.</p>
<p>Thanks for the feedback.<br>
Glad Quote Loader is working for you.</p>
<p>Have Fun.</p></div>derekkent23tag:infinitekind.tenderapp.com,2009-01-14:Comment/467295682019-08-24T20:33:15Z2019-08-24T20:33:18ZQuote Loader Security/Currency price loader for Moneydance 2019<div><p>Hi Mike-<br>
How can I find out if the Quoteloader extensions are the latest version?</p></div>James Khalaftag:infinitekind.tenderapp.com,2009-01-14:Comment/467295682019-08-24T21:01:03Z2019-08-24T21:01:44ZQuote Loader Security/Currency price loader for Moneydance 2019<div><p>I am not support staff, just a user.</p>
<p>Post 205 at <a href="https://infinitekind.tenderapp.com/discussions/investments/4039-quote-loader-securitycurrency-price-loader-for-moneydance-2019/page/7#comment_47493595">https://infinitekind.tenderapp.com/discussions/investments/4039-quo...</a> list the current builds that make up Quote Loader. When you run Quote Loader the builds are listed. Compare the two.</p>
<p>Also, if under EXTENSIONS – MB EXTENSIONS INSTALLER you scroll down to the section covering Quote Loader it will check the build numbers, as listed and if you are out of date then the UPDATE button will be active, clicking it will update the builds.</p>
<p>Hope this helps.</p></div>derekkent23tag:infinitekind.tenderapp.com,2009-01-14:Comment/467295682019-09-02T17:18:06Z2019-09-02T17:18:06ZQuote Loader Security/Currency price loader for Moneydance 2019<div><p>Hi - I'm really sorry but this is all very technical and I don't have an MBE extender option in my version 2019 anyway. Is there a simple way to download and manage quotes for us non specialised users ? Thanks a lot</p></div>ramvtag:infinitekind.tenderapp.com,2009-01-14:Comment/467295682019-09-11T12:48:54Z2019-09-17T13:40:40ZQuote Loader Security/Currency price loader for Moneydance 2019<div><p>A quick question for Mike Bray.</p>
<p>I'm working on an extension and I'd like to include your MRBPreferences class, but the header on MRBPreferences.java doesn't say anything about copyright.</p>
<p>I wanted to double check that it's ok to include a copy of this file in my repository.</p>
<p>(I'll change strFileName to the name of my extension so there's no conflict)</p>
<p>Thanks,</p>
<p>Jim</p></div>Jim Richmondtag:infinitekind.tenderapp.com,2009-01-14:Comment/467295682019-09-11T13:04:00Z2019-09-11T13:04:01ZQuote Loader Security/Currency price loader for Moneydance 2019<div><p>Trip Khalaf</p>
<p>393 Apple Lane<br>
Lancaster, PA 17601<br>
USA<br>
+1 717 330 5590</p>
<p>Bad Manors<br>
Sunset Beach<br>
Wemyss, Long Island<br>
Bahamas<br>
+1 242 338 8056</p>
<p><a href="mailto:tripk3333@gmail.com">tripk3333@gmail.com</a></p></div>James Khalaftag:infinitekind.tenderapp.com,2009-01-14:Comment/467295682019-09-11T15:33:11Z2019-09-11T15:33:11ZQuote Loader Security/Currency price loader for Moneydance 2019<div><p>Jim</p>
<p>Help yourself, effectively the copyright is:<br>
`</p>
<p>/*</p>
<ul>
<li>Copyright (c) 2018, Michael Bray. All rights reserved. *</li>
<li>Redistribution and use in source and binary forms, with or without</li>
<li>modification, are permitted provided that the following conditions</li>
<li>are met: *</li>
<li>- Redistributions of source code must retain the above copyright</li>
<li>notice, this list of conditions and the following disclaimer. *</li>
<li>- Redistributions in binary form must reproduce the above copyright</li>
<li>notice, this list of conditions and the following disclaimer in the</li>
<li>documentation and/or other materials provided with the distribution. *</li>
<li>- The name of the author may not used to endorse or promote products derived</li>
<li>from this software without specific prior written permission. *</li>
<li>THIS SOFTWARE IS PROVIDED BY THE COPYRIGHT HOLDERS AND CONTRIBUTORS "AS</li>
<li>IS" AND ANY EXPRESS OR IMPLIED WARRANTIES, INCLUDING, BUT NOT LIMITED TO,</li>
<li>THE IMPLIED WARRANTIES OF MERCHANTABILITY AND FITNESS FOR A PARTICULAR</li>
<li>PURPOSE ARE DISCLAIMED. IN NO EVENT SHALL THE COPYRIGHT OWNER OR</li>
<li>CONTRIBUTORS BE LIABLE FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL,</li>
<li>EXEMPLARY, OR CONSEQUENTIAL DAMAGES (INCLUDING, BUT NOT LIMITED TO,</li>
<li>PROCUREMENT OF SUBSTITUTE GOODS OR SERVICES; LOSS OF USE, DATA, OR</li>
<li>PROFITS; OR BUSINESS INTERRUPTION) HOWEVER CAUSED AND ON ANY THEORY OF</li>
<li>LIABILITY, WHETHER IN CONTRACT, STRICT LIABILITY, OR TORT (INCLUDING</li>
<li>NEGLIGENCE OR OTHERWISE) ARISING IN ANY WAY OUT OF THE USE OF THIS</li>
<li>SOFTWARE, EVEN IF ADVISED OF THE POSSIBILITY OF SUCH DAMAGE.</li>
<li>*/ `</li>
</ul></div>Mike Bray (Quote Loader Author)tag:infinitekind.tenderapp.com,2009-01-14:Comment/467295682019-09-11T19:34:27Z2019-09-17T13:40:40ZQuote Loader Security/Currency price loader for Moneydance 2019<div><p>Thanks Mike!</p>
<p>Also thanks a ton for posting your code on bitbucket. It was enormously helpful to see so many real-code examples of the Moneydance API in use as I was trying to understand how to use it.</p>
<p>Jim</p></div>Jim Richmondtag:infinitekind.tenderapp.com,2009-01-14:Comment/467295682019-09-19T13:34:54Z2020-01-16T17:10:52ZQuote Loader Security/Currency price loader for Moneydance 2019<div><p>Quote loader was removed by moneydance when the program went back to demo mode. I tried to reinstall the quote loader after re-registering the program. It runs manually but will not run by itself at the appointed time. I could not get the .jar program to install. I think I missed something on how to do this. Help please.</p></div>tlist809tag:infinitekind.tenderapp.com,2009-01-14:Comment/467295682019-09-19T14:15:51Z2020-01-16T17:10:52ZQuote Loader Security/Currency price loader for Moneydance 2019<div><p>ref #220, windows 10, MD 2019.3. second time this happened in 3 months.</p></div>tlist809tag:infinitekind.tenderapp.com,2009-01-14:Comment/467295682019-09-19T17:00:53Z2019-09-19T17:00:53ZQuote Loader Security/Currency price loader for Moneydance 2019<div><p>I am not support staff, just a user.<br>
Hi tim</p>
<p>When you run Quote Loader across the top what are the three build numbers?<br>
To reinstall Quote Loader did you first install if not already installed MB EXTENSION INSTALLER as outlined in the PDF attached to post 205 at <a href="https://infinitekind.tenderapp.com/discussions/investments/4039-quote-loader-securitycurrency-price-loader-for-moneydance-2019/page/7#comment_47493595">https://infinitekind.tenderapp.com/discussions/investments/4039-quo...</a></p></div>derekkent23tag:infinitekind.tenderapp.com,2009-01-14:Comment/467295682019-09-19T17:02:02Z2019-09-19T17:02:03ZQuote Loader Security/Currency price loader for Moneydance 2019<div><p>Trip Khalaf</p>
<p>393 Apple Lane<br>
Lancaster, PA 17601<br>
USA<br>
+1 717 330 5590</p>
<p>Bad Manors<br>
Sunset Beach<br>
Wemyss, Long Island<br>
Bahamas<br>
+1 242 338 8056</p>
<p><a href="mailto:tripk3333@gmail.com">tripk3333@gmail.com</a></p></div>James Khalaftag:infinitekind.tenderapp.com,2009-01-14:Comment/467295682019-09-19T17:22:53Z2020-01-16T17:10:53ZQuote Loader Security/Currency price loader for Moneydance 2019<div><p>When MoneyDance reverted to demo mode, the quote loader and the mb<br>
extension installer were taken out, so I downloaded the MB extension loader<br>
(Mike Bray extension loader 1). and imported it and then grabbed the quote loader from the MB extension loader.<br>
Quote loader says, MoneyDance Quote Loader 3016 - Rhumba 1058 -<br>
hleofxquotes 259.</p>
<p>Did I skip a step? I could not find the file on my PC to go step by step.</p></div>tlist809tag:infinitekind.tenderapp.com,2009-01-14:Comment/467295682019-09-19T17:55:49Z2019-09-19T18:24:02ZQuote Loader Security/Currency price loader for Moneydance 2019<div><p>I am not support staff, just a user.<br>
Hi tim</p>
<p>As you have the correct Quote Loader builds installed it’s unlikely you missed a step during installation provided you restarted Moneydance when requested.</p>
<p>The PDF attached to post 205 at <a href="https://infinitekind.tenderapp.com/discussions/investments/4039-quote-loader-securitycurrency-price-loader-for-moneydance-2019/page/7#comment_47493595">https://infinitekind.tenderapp.com/discussions/investments/4039-quo...</a><br>
Tells you everything you need to how about Quote Loader including the installation process.</p>
<p>Can you post a screen shot to show the auto update settings, plus confirm that Moneydance is running at the time set for update and if you have the Quote Loader running at that time or not?<br>
Also, under the Quote Loader HELP button set TURN DEBUG ON/OFF to DETAILED.<br>
Close and reopen Moneydance. If Quote Loader does not update at set time post the Moneydance errlog.txt file.<br>
File can be found at C:\Users\user_name.moneydance\</p>
<p>Hope this helps.</p></div>derekkent23tag:infinitekind.tenderapp.com,2009-01-14:Comment/467295682019-09-19T19:30:04Z2020-01-16T17:10:53ZQuote Loader Security/Currency price loader for Moneydance 2019<div><p>[image: image.png]</p>
<p>here is the screen shot. will try the rest tonight and see if it updates<br>
automatically. will try and make sure moneydance is up and running and the<br>
pc has not gone to sleep.</p></div>tlist809tag:infinitekind.tenderapp.com,2009-01-14:Comment/467295682019-09-19T20:05:55Z2019-09-19T20:05:55ZQuote Loader Security/Currency price loader for Moneydance 2019<div><p>I am not support staff, just a user.<br>
Hi tim</p>
<p>Your settings look OK.<br>
I set up a test using the same setting but 21:00 to suit local time. Auto update of prices was successful. Let us know if it worked for you.</p></div>derekkent23tag:infinitekind.tenderapp.com,2009-01-14:Comment/467295682019-09-20T08:56:10Z2020-01-16T17:10:53ZQuote Loader Security/Currency price loader for Moneydance 2019<div><p>It seems to work now. Maybe my pc was asleep. Now if MD will stop going to<br>
demo mode. It did that twice this month. Worked great since May. Will see<br>
what happens. Thanks for reassuring me.</p>
<p>Tim.</p></div>tlist809tag:infinitekind.tenderapp.com,2009-01-14:Comment/467295682019-09-20T09:49:23Z2019-09-20T09:49:23ZQuote Loader Security/Currency price loader for Moneydance 2019<div><p>I'm a fellow user.</p>
<p>For a Registered version of Moneydance to go back to demo mode will generally mean that something has happened to the file config.dic. On Windows at least this file is in the .moneydance folder that exists under your home directory</p></div>dwgtag:infinitekind.tenderapp.com,2009-01-14:Comment/467295682019-09-20T11:34:49Z2020-01-16T17:10:53ZQuote Loader Security/Currency price loader for Moneydance 2019<div><p>Thank you</p></div>tlist809tag:infinitekind.tenderapp.com,2009-01-14:Comment/467295682019-09-20T11:52:36Z2019-09-20T11:52:36ZQuote Loader Security/Currency price loader for Moneydance 2019<div><p>Trip Khalaf</p>
<p>393 Apple Lane<br>
Lancaster, PA 17601<br>
USA<br>
+1 717 330 5590</p>
<p>Bad Manors<br>
Sunset Beach<br>
Wemyss, Long Island<br>
Bahamas<br>
+1 242 338 8056</p>
<p><a href="mailto:tripk3333@gmail.com">tripk3333@gmail.com</a></p></div>James Khalaftag:infinitekind.tenderapp.com,2009-01-14:Comment/467295682019-10-01T09:25:28Z2019-10-01T09:25:29ZQuote Loader Security/Currency price loader for Moneydance 2019<div><p>Hi Mike</p>
<p>Thank you for the extension. It is a huge help. I was wondering if you could add bond prices. FT or yahoo do not have bond price updates</p></div>Melissatag:infinitekind.tenderapp.com,2009-01-14:Comment/467295682019-10-01T09:43:27Z2019-10-01T09:43:27ZQuote Loader Security/Currency price loader for Moneydance 2019<div><p>I am not support staff, just a user.<br>
Hi Melissa</p>
<p>Lets first check the ticker symbol you are using<br>
Post the ticker symbol along with the full name of the security.<br>
Provide say 2 or 3 examples.</p></div>derekkent23tag:infinitekind.tenderapp.com,2009-01-14:Comment/467295682019-10-01T10:32:13Z2019-10-01T10:32:15ZQuote Loader Security/Currency price loader for Moneydance 2019<div><p>Yes isins correct</p>
<p>Melissa Aboitiz Elizalde<br>
<a href="mailto:Melelizalde@gmail.com">Melelizalde@gmail.com</a></p></div>Melissa elizaldetag:infinitekind.tenderapp.com,2009-01-14:Comment/467295682019-10-01T11:25:30Z2019-10-01T11:25:30ZQuote Loader Security/Currency price loader for Moneydance 2019<div><p>I am not support staff, just a user.<br>
Hi Melissa</p>
<p>If you can post a few example of tickers symbols along with full names of the Bonds I can test.<br>
Without this information I cant see a way to try and help..</p></div>derekkent23tag:infinitekind.tenderapp.com,2009-01-14:Comment/467295682019-10-01T11:45:15Z2019-10-01T11:45:17ZQuote Loader Security/Currency price loader for Moneydance 2019<div><p>Okay will do. Thanks</p>
<p>Melissa Aboitiz Elizalde<br>
<a href="mailto:Melelizalde@gmail.com">Melelizalde@gmail.com</a></p></div>Melissa elizaldetag:infinitekind.tenderapp.com,2009-01-14:Comment/467295682019-10-01T23:28:33Z2019-10-01T23:28:34ZQuote Loader Security/Currency price loader for Moneydance 2019<div><p>INDO ENERGY FINANCE II B.V. 6.375 BOND 2013-24.01.2023 USN44525AA67<br>
ABJA INVESTMENT CO PTE LTD 4.85 BOND 2014-31.01.2020 XS1092182606<br>
NWD FINANCE (BVI) LTD 5.75 BOND 2016-PERPETUAL XS1497605805<br>
CHALCO HONG KONG INVESTMENT COMPANY LTD 4.25 BOND 2016-PERPETUAL<br>
XS1511610906<br>
STANDARD CHARTERED PLC 6.5 BOND 2015-PERPETUAL CONV SUBORD USG84228CE61<br>
PAKUWON PRIMA PTE LTD 5 BOND 2017-14.02.2024 XS1517977093<br>
WOORI BANK 5.25 BOND 2017-PERPETUAL CONV SUBORD US98105HAF73<br>
MARBLE II PTE. LTD. 5.3 BOND 2017-20.06.2022 USY57657AA90<br>
CHINA EVERGRANDE GROUP 7.5 BOND 2017-28.06.2023 XS1627599498<br>
SOFTBANK GROUP CORP. 6 BOND 2017-PERPETUAL SUBORD XS1642682410<br>
GREENKO DUTCH B.V. 5.25 BOND 2017-24.07.2024 USN3700LAB10<br>
VEDANTA RESOURCES PLC 6.125 BOND 2017-09.08.2024 USG9328DAP53<br>
POSTAL SAVINGS BANK OF CHINA 4.5 BOND 2017-PERPETUAL CONV SUBORD<br>
XS1684793018<br>
OVERSEAS CHINESE TOWN (ASIA) HOLDINGS LTD 4.3 BOND<br>
2017-PERPETUAL XS1692254359</p></div>Melissa Aboitiz Elizaldetag:infinitekind.tenderapp.com,2009-01-14:Comment/467295682019-10-02T00:28:19Z2019-10-02T00:28:19ZQuote Loader Security/Currency price loader for Moneydance 2019<div><p>Hi. I sent the isins and security names. I also noticed in your load security trans there is no field for quantity</p>
<p>Melissa Aboitiz Elizalde<br>
<a href="mailto:Melelizalde@gmail.com">Melelizalde@gmail.com</a></p></div>Melissa elizaldetag:infinitekind.tenderapp.com,2009-01-14:Comment/467295682019-10-02T07:22:10Z2019-10-02T07:22:10ZQuote Loader Security/Currency price loader for Moneydance 2019<div><p>I am not support staff, just a user.<br>
Hi Melissa</p>
<p>Sorry you are correct, the two sources used by Quote Loader do not provide prices for the type of bonds you have listed. You can still enter the price of securities that are not returned into the Quote Loader after finding them from another source. This provides a convenient way of entering the data into Moneydance.</p>
<p>If I am understanding your question correctly then Quote Loader returns the price per share. When you Save Selected Values the price in entered into the relevant Security Price History windows. The related Investment account register contains the holding of each security, number of shares, to enable Moneydance to calculate the value of the holdings from these two pieces of information. The value of security holdings is then available in a number of reports and in the Investment Account Portfolio and Security Detail windows.</p>
<p>Hope this helps.</p></div>derekkent23tag:infinitekind.tenderapp.com,2009-01-14:Comment/467295682019-10-03T01:32:19Z2019-10-03T01:32:20ZQuote Loader Security/Currency price loader for Moneydance 2019<div><p>Thank you. I was wondering if you could incorporate another source (like<br>
bondevalue for the bonds). Just wishful thinking!!!!</p>
<p>For the Security Transaction Loader, I cannot seem to get it to work on my<br>
moneydance. I enter all the parameters, and hit load, but nothing happens.</p></div>Melissa Aboitiz Elizaldetag:infinitekind.tenderapp.com,2009-01-14:Comment/467295682019-10-03T07:22:39Z2019-10-03T07:22:39ZQuote Loader Security/Currency price loader for Moneydance 2019<div><p>I am not support staff, just a user.<br>
Hi Melissa</p>
<p>Mike Brays "Security Transaction Loader" is a completely different extension from Quote Loader. Its purpose is to Loads miscellaneous transactions for an investment account from a .csv file and can be configured to match the keys in the .csv file with Moneydance transaction types.</p>
<p>The purpose of the Quote Loader, the subject of this thread, is to obtain security prices and load them into Moneydance.</p>
<p>Can you explain further what you are trying to accomplish?</p></div>derekkent23tag:infinitekind.tenderapp.com,2009-01-14:Comment/467295682019-10-03T07:35:07Z2019-10-03T07:35:09ZQuote Loader Security/Currency price loader for Moneydance 2019<div><p>Thanks. Yes. I know it is a different extension. I am trying to upload<br>
my investment transactions from the banks. They only provide csv files.<br>
I am sorry if I was not clear. I am actually trying to use both extensions</p></div>Melissa Aboitiz Elizaldetag:infinitekind.tenderapp.com,2009-01-14:Comment/467295682019-10-03T07:58:57Z2019-10-03T07:58:57ZQuote Loader Security/Currency price loader for Moneydance 2019<div><p>I am not support staff, just a user.<br>
Hi Melissa</p>
<p>OK understood.</p>
<p>Can you start a new discussion on the subject of the extension "Security Transaction Loader" explaining your issue and I will see if Mike can take a look.</p>
<p>Hope this helps.</p></div>derekkent23tag:infinitekind.tenderapp.com,2009-01-14:Comment/467295682019-10-03T08:07:30Z2019-10-03T08:07:30ZQuote Loader Security/Currency price loader for Moneydance 2019<div><p>Hi Melissa<br>
As Derek has said and you have worked out the Security Transaction Loader extension is a separate extension. It's purpose is to load transactions to do with dividends, management fees, loyalty bonus etc. It does not load buys and sells. If, as Derek suggests, you raise a query either in this forum or the Extensions forum I can help you further.<br>
Regards<br>
Mike</p></div>Mike Bray (Quote Loader Author)tag:infinitekind.tenderapp.com,2009-01-14:Comment/467295682019-10-03T09:16:02Z2019-10-03T09:16:02ZQuote Loader Security/Currency price loader for Moneydance 2019<div><p>Will do</p>
<p>Melissa Aboitiz Elizalde<br>
<a href="mailto:Melelizalde@gmail.com">Melelizalde@gmail.com</a></p></div>Melissa elizaldetag:infinitekind.tenderapp.com,2009-01-14:Comment/467295682019-10-09T11:28:44Z2019-10-09T11:28:47ZQuote Loader Security/Currency price loader for Moneydance 2019<div><p>Hi</p>
<p>I am pow trying to update the security prices (the ones that are not available from yahoo or ft). I want to use a csv file. I tried to use the Security Price loader extension. It loads the csv file, but does nothing after that. Attached is my csv file</p></div>Melissa tag:infinitekind.tenderapp.com,2009-01-14:Comment/467295682019-10-09T14:47:20Z2019-10-09T14:47:20ZQuote Loader Security/Currency price loader for Moneydance 2019<div><p>I am not support staff, just a user.<br>
Hi Melissa</p>
<p>The issue seems to be with the way the CSV file is formatted.<br>
If you open the file in a Notepad ++ text editor you will see the data for each security instead of being on one line is split into three lines by two LF (line feeds). See screen shots. Note if you open the file in other types of text editor you may not see LF, but you should see each single line split into three.<br>
As a test I deleted all but the first three securities and edited these to remove the LF’s. see screen shot.<br>
I set up a test Moneydance data set and using Security Price Loader the edited CSV file imports correctly.<br>
I will ask Mike if there is a better way forward than having to edit the CSV file to get it into the correct format.</p>
<p>Hope this helps</p></div>derekkent23tag:infinitekind.tenderapp.com,2009-01-14:Comment/467295682019-10-09T16:12:54Z2019-10-09T16:12:54ZQuote Loader Security/Currency price loader for Moneydance 2019<div><p>Hi Melissa<br>
Derek is correct the extension relies on there being one line per price. It reads a line at a time and tries to process it. I don't know of a quick way to change this.</p>
<p>Regards<br>
mike</p></div>Mike Bray (Quote Loader Author)tag:infinitekind.tenderapp.com,2009-01-14:Comment/467295682019-10-09T16:14:14Z2019-10-09T16:14:15ZQuote Loader Security/Currency price loader for Moneydance 2019<div><p>Trip Khalaf</p>
<p>393 Apple Lane<br>
Lancaster, PA 17601<br>
USA<br>
+1 717 330 5590</p>
<p>Bad Manors<br>
Sunset Beach<br>
Wemyss, Long Island<br>
Bahamas<br>
+1 242 338 8056</p>
<p><a href="mailto:tripk3333@gmail.com">tripk3333@gmail.com</a></p></div>James Khalaftag:infinitekind.tenderapp.com,2009-01-14:Comment/467295682019-10-09T21:36:31Z2019-10-09T21:36:31ZQuote Loader Security/Currency price loader for Moneydance 2019<div><p>Hi Melissa,</p>
<p>I used Excel's 'Text to Columns' feature with your BondPositions_(1).csv file and was able to position each security on a separate line.</p>
<p>I saved the file as BondPositions_(Edited).csv.</p>
<p>If you want, give it a try. Be sure to use it on a copy or backup of your data file, just in case.</p>
<p>-Kevin N. (not a member of MD support)</p></div>-Kevin N.tag:infinitekind.tenderapp.com,2009-01-14:Comment/467295682019-10-09T21:56:22Z2019-10-09T21:56:22ZQuote Loader Security/Currency price loader for Moneydance 2019<div><p>I am not support staff, just a user.</p>
<p>Kevin, great call.</p>
<p>Melisa that works!</p></div>derekkent23tag:infinitekind.tenderapp.com,2009-01-14:Comment/467295682019-10-09T21:58:42Z2019-10-09T21:58:43ZQuote Loader Security/Currency price loader for Moneydance 2019<div><p>Please delete me from this thread.</p></div>James Khalaftag:infinitekind.tenderapp.com,2009-01-14:Comment/467295682019-10-09T22:08:31Z2019-10-09T22:08:31ZQuote Loader Security/Currency price loader for Moneydance 2019<div><p>I am not support staff, just a user.</p>
<p>Hi James, only you can do that by clicking on UNSUBSCRIBE FROM UPDATES from top right of thread at <a href="https://infinitekind.tenderapp.com/discussions/investments/4039-quote-loader-securitycurrency-price-loader-for-moneydance-2019">https://infinitekind.tenderapp.com/discussions/investments/4039-quo...</a></p>
<p>Hope this helps.</p></div>derekkent23tag:infinitekind.tenderapp.com,2009-01-14:Comment/467295682019-10-09T22:37:20Z2019-10-09T22:37:20ZQuote Loader Security/Currency price loader for Moneydance 2019<div><p>I am not support staff, just a user.<br>
Hi Melisa</p>
<p>After testing Kevin’s method, the obvious occurred to me.</p>
<p>When the CSV file is open in excel simply delete the “Instrument Description” column, column B and re-save under a new name, then use the Security Price Loader.</p>
<p>Hope this helps.</p></div>derekkent23tag:infinitekind.tenderapp.com,2009-01-14:Comment/467295682019-10-09T23:37:00Z2019-10-09T23:37:01ZQuote Loader Security/Currency price loader for Moneydance 2019<div><p>Thank you. I saved the file as csv on excel. How should I save the file?</p>
<p>Melissa Aboitiz Elizalde<br>
<a href="mailto:Melelizalde@gmail.com">Melelizalde@gmail.com</a></p></div>Melissa elizaldetag:infinitekind.tenderapp.com,2009-01-14:Comment/467295682019-10-10T09:56:37Z2019-10-10T09:56:37ZQuote Loader Security/Currency price loader for Moneydance 2019<div><p>I am not support staff, just a user.<br>
Hi Melisa</p>
<p>Take a look at this video</p>
<p>Hope it helps</p></div>derekkent23tag:infinitekind.tenderapp.com,2009-01-14:Comment/467295682019-10-11T02:32:23Z2019-10-11T02:32:24ZQuote Loader Security/Currency price loader for Moneydance 2019<div><p>Many thanks.</p>
<p>Melissa Aboitiz Elizalde<br>
<a href="mailto:Melelizalde@gmail.com">Melelizalde@gmail.com</a></p></div>Melissa elizaldetag:infinitekind.tenderapp.com,2009-01-14:Comment/467295682019-10-21T04:12:35Z2019-10-21T04:12:35ZQuote Loader Security/Currency price loader for Moneydance 2019<div><p>Browsed the info about Quote Loader. From what I've read, it seems that the system will only import the current day's security prices, but not past (historical) ones. Is that true?</p>
<p>Since I use MD as a portfolio aggregator and only print out a quarterly report, it has some short-comings for me. Most days I do not open MD, so I would not create meaningful security price graphs. Also I would have to be careful not to miss opening MD on the last day of each quarter. Is there a non-manual way to get Quote Loader to import historical prices despite not opening it daily?</p>
<p>In the past, I've used the Quotes and Exchange Rates extension with Alphavantage, but this no longer works consistently...many securities are skipped.</p></div>feffer777tag:infinitekind.tenderapp.com,2009-01-14:Comment/467295682019-10-21T07:17:53Z2019-10-21T07:17:53ZQuote Loader Security/Currency price loader for Moneydance 2019<div><p>Hi</p>
<p>You are quite right Quote Loader only imports current prices. You can<br>
import historical prices via my Security History Load extension but you<br>
will need to create a csv file of the prices. See<br>
<a href="https://bitbucket.org/mikerb/moneydance-2019/wiki/Extensions">https://bitbucket.org/mikerb/moneydance-2019/wiki/Extensions</a>.</p>
<p>Regards</p>
<p>Mike</p></div>Mike Bray (Quote Loader Author)