Quote Loader Security/Currency price loader for Moneydance 2019

Mike Bray 's Avatar

Mike Bray

30 Dec, 2018 10:22 AM

The Infinite Kind has recently released a new version of Moneydance for testing/preview. It is called Moneydance 2019 and can be found at https://infinitekind.com/preview. 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.

With this in mind I have released a new version of the Quote Loader extension. It can be found at https://bitbucket.org/mikerb/moneydance-2019/downloads/.

IMPORTANT Do not run the old versions of Quote Loader with Moneydance 2019. Do not run the new versions with Moneydance 2017.

You can find information about Quote Loader for Moneydance 2017 in this thread http://help.infinitekind.com/discussions/investments/3771-third-par...

  1. 1 Posted by derekkent23 on 30 Dec, 2018 11:07 AM

    derekkent23's Avatar

    Third-party Quote Loader System 2019

    I am not support staff, just a user.

    Update
    For 2019 improve colour contrast, text background, in Quote Loader window for custom themes.

    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 https://bitbucket.org/mikerb/moneydance-2019/wiki/Windows%20Install...

    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.

    securityquoteload.mxt ---------2019 Updated to 3002
    rhumba.mxt ----------------------2019 Released at 1037
    hleOfxQuotes.jar ----------------2019 Released at 226

    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

    Users must uninstall the Quotes and Rates Updater extension to Prevent Conflicts!!

    To receive email notification to updates on this thread, click the SUBSCRIBE button in the box at the top right of the forum page.

    A collaboration between the two software developers Mike Bray and Hleofxquotes.
    PDF’s and Video by Derek Kent.

    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.

    Download the attached PDF, use the links to download the Quote Loader system elements and follow the instructions on how to use.

    The PDF also contains a link to a tutorial on YouTube.

    The link provides access to second PDF that covers the creation and importing of Cryptocurrencies and Market Indices into Moneydance.

    Please keep this thread to this subject on how to use Quote Loader system.
    Please try this approach and if you find it useful please take the time to post comments and outline any problems you may find.
    Please provide feedback on how well UK, Mainland Europe, USA, Canadian, Australian and other stocks and funds are covered.

    Acknowledgement to Kevin N and dwg for their support during development.

    Hope this helps.

    ALWAYS CHECK TO SEE IF THERE IS A NEW PDF IN A LATER POST!

  2. 2 Posted by moneydancequote... on 31 Dec, 2018 02:17 PM

    moneydancequotes01's Avatar

    Hello,
    I have two items to mention. I'm currently with MD 1829 and QL 3002. Please refer to the scree capture.

    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.

    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.

    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.

    Regards,

    Jesse

  3. 3 Posted by Mike Bray on 02 Jan, 2019 01:13 PM

    Mike Bray 's Avatar

    Thanks Jesse, I will tidy up the validation. I will do the changes on MD 2017 and 2019.
    Regards
    Mike

  4. 4 Posted by Mike Bray on 03 Jan, 2019 10:56 AM

    Mike Bray 's Avatar

    Builds 2126 for MD 2015/7 and 3003 for MD 2019 have been uploaded to the relevant sites.

  5. 5 Posted by derekkent23 on 03 Jan, 2019 11:05 AM

    derekkent23's Avatar

    Third-party Quote Loader System 2019 ONLY.

    I am not support staff, just a user.

    Update
    1. Reset “Click to Select all lines” box after a “Save Selected values”.
    2. Linux computers fix issue with date in box Last Run .......Next not displaying correctly.

    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 https://bitbucket.org/mikerb/moneydance-2019/wiki/Windows%20Install...

    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.

    For 2017 see this thread http://help.infinitekind.com/discussions/investments/3771-third-par...

    securityquoteload.mxt ---------2019 Updated to 3003
    rhumba.mxt ----------------------2019 Updated to 1038
    hleOfxQuotes.jar ----------------2019 Updated to 240

    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

    Users must uninstall the Quotes and Rates Updater extension to Prevent Conflicts!!

    To receive email notification to updates on this thread, click the SUBSCRIBE button in the box at the top right of the forum page.

    A collaboration between the two software developers Mike Bray and Hleofxquotes.
    PDF’s and Video by Derek Kent.

    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.

    Download the attached PDF, use the links to download the Quote Loader system elements and follow the instructions on how to use.
    The PDF also contains a link to a tutorial on YouTube.
    The link provides access to second PDF that covers the creation and importing of Cryptocurrencies and Market Indices into Moneydance.

    Please keep this thread to this subject on how to use Quote Loader system.
    Please try this approach and if you find it useful please take the time to post comments and outline any problems you may find.
    Please provide feedback on how well UK, Mainland Europe, USA, Canadian, Australian and other stocks and funds are covered.

    Acknowledgement to Kevin N and dwg for their support during development.

    Hope this helps.

    ALWAYS CHECK TO SEE IF THERE IS A NEW PDF IN A LATER POST!

  6. 6 Posted by moneydancequote... on 04 Jan, 2019 08:20 PM

    moneydancequotes01's Avatar

    Hi Mike,

    Build 2126 Next run date box looks better and clears the check box in MD 1706, both Windows & Linux.
    Build 3003 Next run date box looks better and clears the check box in MD 1835 in Windows.
    In Linux MD 1835 and QL build 3003 clears the check, but no change in Next run box; entire date still not visible.

    Just to be sure I'm running the correct combinations...

    MD 2017 (1706) has:
    Quote Loader 2126
    Rhumba 1036
    Hleofxquotes 226

    MD 2019 (1835) has:
    Quote Loader 3003
    Rhumba 1038
    Hleofxquotes 240

    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.

    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.

    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.

    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. :)

    Regards,

    Jesse

    On 1/3/19 5:56 AM, Mike Bray wrote:
    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; }

    // Please reply above this line
    ==================================================

    From: Mike Bray

    Builds 2126 for MD 2015/7 and 3003 for MD 2019 have been uploaded to the relevant sites.

    On Wed, Jan 02 at 05:13 AM PST, Mike Bray wrote:

    Thanks Jesse, I will tidy up the validation. I will do the changes on MD 2017 and 2019.
    Regards
    Mike

    Having trouble reading this? View this discussion online: Quote Loader Security/Currency price loader for Moneydance 2019.

    To unsubscribe and stop receiving emails from http://help.infinitekind.com, visit this page

  7. 7 Posted by derekkent23 on 04 Jan, 2019 09:24 PM

    derekkent23's Avatar

    I am not support staff, just a user.

    Hi Jesse

    The Quote Loader build numbers you state for 2017 and 2010 are correct.

    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.

    Your issue, 2019 hanging on File > Export Backup... that’s one for Sean, best explained in another thread.

    For the rest you are overanalysing what’s going on, just accept it does what it does.

  8. 8 Posted by mhoggie on 04 Jan, 2019 09:45 PM

    mhoggie's Avatar

    Quote Loader working as advertised on W764. with MD 1835 build
    Just loaded for the first time today. V3003 Loader, V1038 Rumba
    Works great. Excellent documentation.

    Thanks
    Mike

  9. 9 Posted by derekkent23 on 04 Jan, 2019 09:56 PM

    derekkent23's Avatar

    I am not support staff, just a user.

    Hi Mike

    Thanks for taking the time to provide positive feedback.
    Glad its working well for you

  10. 10 Posted by moneydancequote... on 04 Jan, 2019 10:23 PM

    moneydancequotes01's Avatar

    Hi Derek,

    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.

    Jesse

    On 1/4/19 4:24 PM, derekkent23 wrote:
    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; }

    // Please reply above this line
    ==================================================

    From: derekkent23

    I am not support staff, just a user.

    Hi Jesse

    The Quote Loader build numbers you state for 2017 and 2010 are correct.

    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.

    Your issue, 2019 hanging on File > Export Backup... that’s one for Sean, best explained in another thread.

    For the rest you are overanalysing what’s going on, just accept it does what it does.

    On Fri, Jan 04 at 12:20 PM PST, moneydancequotes01 wrote:

    Hi Mike,

    Build 2126 Next run date box looks better and clears the check box in MD 1706, both Windows & Linux.
    Build 3003 Next run date box looks better and clears the check box in MD 1835 in Windows.
    In Linux MD 1835 and QL build 3003 clears the check, but no change in Next run box; entire date still not visible.

    Just to be sure I'm running the correct combinations...

    MD 2017 (1706) has:
    Quote Loader 2126
    Rhumba 1036
    Hleofxquotes 226

    MD 2019 (1835) has:
    Quote Loader 3003
    Rhumba 1038
    Hleofxquotes 240

    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.

    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.

    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.

    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. :)

    Regards,

    Jesse

    On 1/3/19 5:56 AM, Mike Bray wrote:
    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; }

    // Please reply above this line
    ==================================================

    From: Mike Bray

    Builds 2126 for MD 2015/7 and 3003 for MD 2019 have been uploaded to the relevant sites.

    On Wed, Jan 02 at 05:13 AM PST, Mike Bray wrote:

    Thanks Jesse, I will tidy up the validation. I will do the changes on MD 2017 and 2019.
    Regards
    Mike

    Having trouble reading this? View this discussion online: Quote Loader Security/Currency price loader for Moneydance 2019.

    To unsubscribe and stop receiving emails from http://help.infinitekind.com, visit this page

    Having trouble reading this? View this discussion online: Quote Loader Security/Currency price loader for Moneydance 2019.

    To unsubscribe and stop receiving emails from http://help.infinitekind.com, visit this page

  11. 11 Posted by Mike Bray on 05 Jan, 2019 11:05 AM

    Mike Bray 's Avatar

    Hi Jesse

    Is the Next Run Date for securities ok but not for currencies?
    Mike

  12. 12 Posted by moneydancequote... on 05 Jan, 2019 04:15 PM

    moneydancequotes01's Avatar

    Hi Mike,

    Linux QL 2126 in MD 1706 seems okay. See the attached QL_2126 jpg.

    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.

    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.

    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.

    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).

    However, 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.

    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.

    Jesse

    On 1/5/19 6:05 AM, Mike Bray wrote:
    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; }

    // Please reply above this line
    ==================================================

    From: Mike Bray

    Hi Jesse

    Is the Next Run Date for securities ok but not for currencies?
    Mike

    On Fri, Jan 04 at 02:23 PM PST, moneydancequotes01 wrote:

    Hi Derek,

    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.

    Jesse

    On 1/4/19 4:24 PM, derekkent23 wrote:
    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; }

    // Please reply above this line
    ==================================================

    From: derekkent23

    I am not support staff, just a user.

    Hi Jesse

    The Quote Loader build numbers you state for 2017 and 2010 are correct.

    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.

    Your issue, 2019 hanging on File > Export Backup... that’s one for Sean, best explained in another thread.

    For the rest you are overanalysing what’s going on, just accept it does what it does.

    On Fri, Jan 04 at 12:20 PM PST, moneydancequotes01 wrote:

    Hi Mike,

    Build 2126 Next run date box looks better and clears the check box in MD 1706, both Windows & Linux.
    Build 3003 Next run date box looks better and clears the check box in MD 1835 in Windows.
    In Linux MD 1835 and QL build 3003 clears the check, but no change in Next run box; entire date still not visible.

    Just to be sure I'm running the correct combinations...

    MD 2017 (1706) has:
    Quote Loader 2126
    Rhumba 1036
    Hleofxquotes 226

    MD 2019 (1835) has:
    Quote Loader 3003
    Rhumba 1038
    Hleofxquotes 240

    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.

    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.

    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.

    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)

  13. 13 Posted by moneydancequote... on 05 Jan, 2019 10:16 PM

    moneydancequotes01's Avatar

    Obi-Wan! Obi-Wan! Mike has gone to the Dark Side!

    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.

    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.

    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.

    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.

    May the Force be with you,

    Jesse

    On 1/5/19 6:05 AM, Mike Bray wrote:
    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; }

    // Please reply above this line
    ==================================================

    From: Mike Bray

    Hi Jesse

    Is the Next Run Date for securities ok but not for currencies?
    Mike

    On Fri, Jan 04 at 02:23 PM PST, moneydancequotes01 wrote:

    Hi Derek,

    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.

    Jesse

    On 1/4/19 4:24 PM, derekkent23 wrote:
    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; }

    // Please reply above this line
    ==================================================

    From: derekkent23

    I am not support staff, just a user.

    Hi Jesse

    The Quote Loader build numbers you state for 2017 and 2010 are correct.

    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.

    Your issue, 2019 hanging on File > Export Backup... that’s one for Sean, best explained in another thread.

    For the rest you are overanalysing what’s going on, just accept it does what it does.

    On Fri, Jan 04 at 12:20 PM PST, moneydancequotes01 wrote:

    Hi Mike,

    Build 2126 Next run date box looks better and clears the check box in MD 1706, both Windows & Linux.
    Build 3003 Next run date box looks better and clears the check box in MD 1835 in Windows.
    In Linux MD 1835 and QL build 3003 clears the check, but no change in Next run box; entire date still not visible.

    Just to be sure I'm running the correct combinations...

    MD 2017 (1706) has:
    Quote Loader 2126
    Rhumba 1036
    Hleofxquotes 226

    MD 2019 (1835) has:
    Quote Loader 3003
    Rhumba 1038
    Hleofxquotes 240

    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.

    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.

    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.

    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. :)

    Regards,

    Jesse

    On 1/3/19 5:56 AM, Mike Bray wrote:
    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; }

    // Please reply above this line
    ==================================================

    From: Mike Bray

    Builds 2126 for MD 2015/7 and 3003 for MD 2019 have (truncated)

  14. 14 Posted by Mike Bray on 06 Jan, 2019 09:25 AM

    Mike Bray 's Avatar

    Jesse

    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.

    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.

    I will obviously support you with any problems with the functionality of Quote Loader.

    Regards
    Mike

  15. 15 Posted by derekkent23 on 08 Jan, 2019 01:46 PM

    derekkent23's Avatar

    Third-party Quote Loader System 2019 ONLY.

    I am not support staff, just a user.

    Update
    Add test to ensure securityquoteload.mxt cannot be installed on Moneydance builds less than 1820, thus will only install on Moneydance 2019.

    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.

    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.

    For 2017 see this thread http://help.infinitekind.com/discussions/investments/3771-third-par...

    securityquoteload.mxt ---------2019 Updated to 3004
    rhumba.mxt ----------------------2019 Remains 1038
    hleOfxQuotes.jar ----------------2019 Remains 240

    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

    Users must uninstall the Quotes and Rates Updater extension to Prevent Conflicts!!

    To receive email notification to updates on this thread, click the SUBSCRIBE button in the box at the top right of the forum page.

    A collaboration between the two software developers Mike Bray and Hleofxquotes.
    PDF’s and Video by Derek Kent.

    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.

    Download the attached PDF, use the links to download the Quote Loader system elements and follow the instructions on how to use.

    The PDF also contains a link to a tutorial on YouTube.

    The link provides access to second PDF that covers the creation and importing of Cryptocurrencies and Market Indices into Moneydance.

    Please keep this thread to this subject on how to use Quote Loader system.
    Please try this approach and if you find it useful please take the time to post comments and outline any problems you may find.
    Please provide feedback on how well UK, Mainland Europe, USA, Canadian, Australian and other stocks and funds are covered.

    Acknowledgement to Kevin N and dwg for their support during development.

    Hope this helps.

  16. 16 Posted by tonyblunt on 08 Jan, 2019 05:10 PM

    tonyblunt's Avatar

    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?

  17. 17 Posted by derekkent23 on 08 Jan, 2019 06:57 PM

    derekkent23's Avatar

    I am not support staff, just a user.

    Hi Tony

    The warning is valid until Sean (Moneydance) decide to release 2019 as a stable release.
    Sill finding bugs in 2019 preview.

    Hope this helps

  18. 18 Posted by derekkent23 on 17 Jan, 2019 03:34 PM

    derekkent23's Avatar

    Third-party Quote Loader System 2019 ONLY.

    I am not support staff, just a user.

    Update
    Add the ability to Export Data in a CSV file format.

    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.

    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.

    For 2017 see this thread http://help.infinitekind.com/discussions/investments/3771-third-par...

    securityquoteload.mxt ---------2019 Updated to 3005
    rhumba.mxt ----------------------2019 Remains 1038
    hleOfxQuotes.jar ----------------2019 Remains 240

    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

    Users must uninstall the Quotes and Rates Updater extension to Prevent Conflicts!!

    A collaboration between the two software developers Mike Bray and Hleofxquotes.
    PDF’s and Video by Derek Kent.

    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.

    Download the attached PDF, use the links to download the Quote Loader system elements and follow the instructions on how to use.

    The PDF also contains a link to a tutorial on YouTube.

    The link provides access to second PDF that covers the creation and importing of Cryptocurrencies and Market Indices into Moneydance.

    Please keep this thread to this subject on how to use Quote Loader system.
    Please try this approach and if you find it useful please take the time to post comments and outline any problems you may find.
    Please provide feedback on how well UK, Mainland Europe, USA, Canadian, Australian and other stocks and funds are covered.

    Acknowledgement to Kevin N and dwg for their support during development.

    To receive email notification to updates on this thread, click the SUBSCRIBE button in the box at the top right of the forum page.

    Hope this helps.

    ALWAYS CHECK TO SEE IF THERE IS A NEW PDF IN A LATER POST!

  19. 19 Posted by timfetner on 18 Jan, 2019 10:03 PM

    timfetner's Avatar

    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.

    Tim

  20. 20 Posted by sprimost on 18 Jan, 2019 10:18 PM

    sprimost's Avatar

    From: sprimost

    Just one minor point on the documentation, since I have done some edge
    testing of the Quote Loader on a development computer using LINUX with
    Moneydance 2017.10 (1706). There is a slight quirk if you load these
    extensions prior to loading other extension....extension manager
    complains after you restart...if you again restart (I think I panic'ed
    and did an export of the data just in case).

    Also, if you wanted to update these extensions, do you need to uninstall
    all or just follow the instructions for installing and it will update?

    Thanks, and as always, great job!

  21. 21 Posted by derekkent23 on 18 Jan, 2019 10:25 PM

    derekkent23's Avatar

    I am not support staff, just a user.

    Hi Tim

    Thanks for taking the time to let us know that the Quote Loader is working for you.
    Quote Loader is a collaboration between two software developers Mike Bray and Hleofxquotes.
    PDF’s and Video by your truly.

  22. 22 Posted by derekkent23 on 18 Jan, 2019 10:50 PM

    derekkent23's Avatar

    I am not support staff, just a user.
    Hi sprimost

    You are in the wrong thread to discuss Quote Loader issues relating to 2017, but perhaps they relate to 2019 as well.
    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.
    In any event, in operation I am glad it's producing the goods.

  23. 23 Posted by hleofxquotes on 18 Jan, 2019 11:28 PM

    hleofxquotes's Avatar

    There is a slight quirk if you load these extensions prior to loading other extension....extension manager
    complains after you restart...if you again restart (I think I panic'ed
    and did an export of the data just in case).

    Can you expand on what "extension manager
    complains" ?

  24. 24 Posted by sprimost on 18 Jan, 2019 11:39 PM

    sprimost's Avatar

    Hi hleofquotes

    I thought it might appear in the 2019 version, if I was seeing it in the
    2017 version, so I posted in 2019 rather than having to cross post in
    two different threads.

    As to what I saw, I don't remember the precise error code, but extension
    manager refused to run at all. It would not show the list of extensions
    although I could see the list in the drop down menu. In thinking about
    the sequnece of events, I might have installed two of the three
    extensions, done a restart of MD, and then installed the third without
    restarting again.

    I think it is a minor issue, and not to waste too many brain cells on
    it. The instructions are clear, and the warnings do make it clear to
    back-up everything.

    /sprimost

  25. 25 Posted by sprimost on 18 Jan, 2019 11:45 PM

    sprimost's Avatar

    From: sprimost

    So, when either going from MD2017 to MD2019 or when just upgrading to
    new version in general, the same instructions explicitly apply:
       Step 1. Install the two extensions by dragging and dropping them into
    the Moneydance’s sidebar.
       Step 2. Run the Rhumba extension from EXTENSIONS to give the pop-up
    as described.
       Step 3. Drag and Drop the hleofxquotes program, hleofxquote.jar, into
    the window to install and click OK.

    Got it!

  26. 26 Posted by derekkent23 on 19 Jan, 2019 08:17 AM

    derekkent23's Avatar

    I am not support staff, just a user.
    Hi sprimost

    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.
    As you say I want waste too many brain cells on it. But worth a test.

  27. 27 Posted by derekkent23 on 21 Jan, 2019 10:04 AM

    derekkent23's Avatar

    Third-party Quote Loader System 2019 ONLY.

    I am not support staff, just a user.

    Update
    In rhumba add “Get System Info” to Info tab. Only used by advanced user to aid debugging.

    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.

    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.

    For 2017 see this thread http://help.infinitekind.com/discussions/investments/3771-third-par...

    securityquoteload.mxt ---------2019 Remains 3005
    rhumba.mxt ----------------------2019 Updated to1051
    hleOfxQuotes.jar ----------------2019 Remains 240

    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

    Users must uninstall the Quotes and Rates Updater extension to Prevent Conflicts!!

    A collaboration between the two software developers Mike Bray and Hleofxquotes.
    PDF’s and Video by Derek Kent.

    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.

    Download the attached PDF, use the links to download the Quote Loader system elements and follow the instructions on how to use.

    The PDF also contains a link to a tutorial on YouTube.

    The link provides access to second PDF that covers the creation and importing of Cryptocurrencies and Market Indices into Moneydance.

    Please keep this thread to this subject on how to use Quote Loader system.
    Please try this approach and if you find it useful please take the time to post comments and outline any problems you may find.
    Please provide feedback on how well UK, Mainland Europe, USA, Canadian, Australian and other stocks and funds are covered.

    Acknowledgement to Kevin N and dwg for their support during development.

    To receive email notification to updates on this thread, click the SUBSCRIBE button in the box at the top right of the forum page.

    Hope this helps.

    ALWAYS CHECK TO SEE IF THERE IS A NEW PDF IN A LATER POST!

  28. 28 Posted by royce on 30 Jan, 2019 04:03 AM

    royce's Avatar

    Today I successfully updated to 2019.1 (1855) on my primary PC (Win10)
    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.
    Mike's 2019 download page will only download version 225. (I was on 226).
    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).
    The strange thing is that I successfully downloaded and updated all 3 extensions on my synced laptop and tablet.(both Win10)
    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.
    Is it OK to stay with version 225? If not, then any help to install version 240 would be appreciated.
    Royce

  29. 29 Posted by dwg on 30 Jan, 2019 06:12 AM

    dwg's Avatar

    I'm a fellow user.

    Build 225 is for Moneydance 2017 while build 240 is for Moneydance 2019

    The file on the Moneydance 2017 (2015) site is 21.8MB while on the Moneydance 2019 site is 24.5MB.

    I have now just installed Quote Loader for Moneydance 2019 and the correct versions are installed

  30. 30 Posted by royce on 30 Jan, 2019 07:03 AM

    royce's Avatar

    Thanks dwg,

    I have tried again to load hleofxquotes from the 2019 download page (24.5 MG), version 240, but I continue to get version 225.

    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.

    Royce

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