Quote Loader Security/Currency price loader for Moneydance 2019

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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...

Showing page 2 out of 9. View the first page

  1. 31 Posted by dwg on 30 Jan, 2019 07:46 AM

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    I took the approach of downloading all 3 files to my hard disk and installed using these.

  2. 32 Posted by derekkent23 on 30 Jan, 2019 08:22 AM

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

    The link in the Install tab of rhumba has the wrong link it takes you to the 2017 download page!

    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.
    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.

    Sorry for the inconvenience.

    Hope this helps.

  3. 33 Posted by derekkent23 on 30 Jan, 2019 09:32 AM

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    Third-party Quote Loader System 2019 ONLY.

    I am not support staff, just a user.

    Update
    Add source Yahoo HD which provides Closing Prices.

    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.

    Note: for existing users don’t use the link to the 2019 Quote Loader download page in rhumba, use the link in the PDF.

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

    securityquoteload.mxt ---------2019 Updated to 3006
    rhumba.mxt ----------------------2019 Updated to 1053
    hleOfxQuotes.jar ----------------2019 Updated to 259

    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

    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!

  4. 34 Posted by royce on 30 Jan, 2019 06:42 PM

    royce's Avatar

    Thanks Derek,
    I cleared my browser cache as suggested,
    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.
    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..
    Any further ideas?
    Royce

  5. 35 Posted by derekkent23 on 30 Jan, 2019 07:06 PM

    derekkent23's Avatar

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

    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”.
    Then open Moneydance and install helOfxQuotes.jar again.

    Hope this helps.

  6. 36 Posted by hleofxquotes on 30 Jan, 2019 07:38 PM

    hleofxquotes's Avatar

    Hi Royce, check for the possibility that the download file (by your browser) is named

    • hleOfxQuotes.jar (1) or something like that

    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.

    hleOfxQuotes.jar build 259 should have the following size

    28709914 hleOfxQuotes.jar
    

    and the following MD5 checksum

    $ md5 hleOfxQuotes.jar
    MD5 (hleOfxQuotes.jar) = ebf1280eda0f5c79d755e993cbb23d15
    
  7. 37 Posted by red on 30 Jan, 2019 07:41 PM

    red's Avatar

    Thanks to the developers of this extension! I'm up and running ok on MD 2019!

  8. 38 Posted by prouffa on 30 Jan, 2019 11:19 PM

    prouffa's Avatar

    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.

  9. 39 Posted by hleofxquotes on 31 Jan, 2019 12:26 AM

    hleofxquotes's Avatar

    @prouffa,

    Regarding the error "Extension Rhumba is not present", can you see if the Rhumba itself is installed or not.

    Menu: Extension -> is there a menu entry "Rhumba ...." ?

  10. 40 Posted by royce on 31 Jan, 2019 02:23 AM

    royce's Avatar

    Derek - you are a genius. Deleting the helOfxQuotes files in the "rhumba" folder fixed the problem
    Thanks again
    Royce
    PS: Love the extension.

  11. 41 Posted by prouffa on 31 Jan, 2019 03:29 AM

    prouffa's Avatar

    hleofxquotes,

    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.

  12. 42 Posted by hleofxquotes on 31 Jan, 2019 03:39 AM

    hleofxquotes's Avatar

    To "uninstall" hleofxquotes, following the directory Derek gave in comment #35
    http://help.infinitekind.com/discussions/investments/4039-quote-loa...

    ... 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”.

    Hopefully Mike B. can chime in on the current error. I think he will ask if you can provide the MD console log.

  13. 43 Posted by Mike Bray on 31 Jan, 2019 11:30 AM

    Mike Bray 's Avatar

    Royce, please use this link to download the zip file (QL-release--20190331.zip):
    https://bitbucket.org/mikerb/moneydance-2019/downloads/

    Once you have downloaded extract the folder inside to your download area.

    Find the fmodules folder for Moneydance. It is under:

    Windows: C;/Users/{username}/.moneydance
    Unix ~/.moneydance
    Mac library/containers/com.infinitekind.moneydanceOSX/data/library/application support/Moneydance

    Copy the files rhumba.mxt and securityquoteload.mxt in the fmodules folder replacing existing files.

    Change directory to .rhumba (it is a subfolder of fmodules)

    IMPORTANT!! - Delete any file starting with hle and has a type of .jar

    Copy the file hleofxquotes.jar into this folder.

  14. 44 Posted by derekkent23 on 31 Jan, 2019 12:38 PM

    derekkent23's Avatar

    Third-party Quote Loader System 2019 ONLY.

    I am not support staff, just a user.

    Updates
    1. Correct issue in rhumba providing link to wrong download site.
    2. Add System Colour button in rhumba that some users may find useful.
    3. PDF outlines new download and install procedure.

    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 build 3006
    rhumba.mxt ----------------------2019 build 1056
    hleOfxQuotes.jar ----------------2019 build 259

    PDF “Quote Loader System by Mike Bray and hleofxquotes” updated to V6.2. 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.

  15. 45 Posted by derekkent23 on 31 Jan, 2019 12:39 PM

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  16. 46 Posted by prouffa on 31 Jan, 2019 10:06 PM

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    Mike, hleofxquotes and Derek,

    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.

    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.

    Thanks again for all your help!

  17. 47 Posted by derekkent23 on 31 Jan, 2019 10:24 PM

    derekkent23's Avatar

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

    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..

    Thanks

  18. 48 Posted by prouffa on 31 Jan, 2019 10:55 PM

    prouffa's Avatar

    Derek,

    Will do. By the way, I'm not Royce. :)

  19. 49 Posted by derekkent23 on 01 Feb, 2019 12:07 PM

    derekkent23's Avatar

    Sorry Prouffa, replying to many posts.

    Have Fun

  20. 50 Posted by moneydancequote... on 01 Feb, 2019 07:50 PM

    moneydancequotes01's Avatar

    Hello,
    Using the three files in the current zip with MD 1855 in Kubuntu 18.04 LTS. QL is 3007, rhumba 1056, hleOfxQuotes is 259.
    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.
    Two screen captures attached. One is MD preferences without QL and through QL 3005. Second capture is with QL 3006 & 3007.
    Regards,
    Jesse

  21. 51 Posted by Mike Bray on 02 Feb, 2019 07:25 AM

    Mike Bray 's Avatar

    Hi Jesse

    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.

    Thanks
    Mike

  22. 52 Posted by derekkent23 on 02 Feb, 2019 07:43 AM

    derekkent23's Avatar

    Incorrect attachment

    Support please delete this post. Thanks

  23. 53 Posted by derekkent23 on 02 Feb, 2019 03:57 PM

    derekkent23's Avatar

    Third-party Quote Loader System 2019 ONLY.

    I am not support staff, just a user.

    Update
    Linux fix

    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...

    QL-2019-release-20190202.zip containing:
    securityquoteload.mxt ---------2019 build 3008
    rhumba.mxt ----------------------2019 build 1056
    hleOfxQuotes.jar ----------------2019 build 259

    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

    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!

  24. 54 Posted by derekkent23 on 04 Feb, 2019 09:27 AM

    derekkent23's Avatar

    Third-party Quote Loader System 2019 ONLY.

    I am not support staff, just a user.

    Update.
    Introduction of the Quote Loader Installer extension.

    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.

    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.

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

    qlinstaller.mxt ------ EDIT Updated to v3.
    QL-2019-release-20190202.zip containing:
    securityquoteload.mxt ---------2019 build 3008
    rhumba.mxt ----------------------2019 build 1056
    hleOfxQuotes.jar ----------------2019 build 259

    PDF “Quote Loader System by Mike Bray and hleofxquotes” updated to V6.3. Tutorial Video updated V6.0. 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!

  25. 55 Posted by mike.parfitt on 04 Feb, 2019 11:40 AM

    mike.parfitt's Avatar

    I am having a problem after the 2019 upgrade.
    Deleted the old versions rhumba and quoteloader from the extension tool.
    Downloaded the qlinstaller, and the 20190202 zipfile and installed and restarted.
    Problem is that Quoteloader does not show up under the extensions menu or manage extensions.
    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.
    I have used the previous version for many months with no problem. Has anyone any ideas please?
    MikeP

  26. 56 Posted by Mike Bray on 04 Feb, 2019 12:30 PM

    Mike Bray 's Avatar

    Hi MikeP
    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.
    Regards
    Mike

  27. 57 Posted by mike.parfitt on 04 Feb, 2019 12:45 PM

    mike.parfitt's Avatar

    Mike,
    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.
    Great stuff, and thanks for the super speedy response.
    MikeP

  28. 58 Posted by derekkent23 on 04 Feb, 2019 01:27 PM

    derekkent23's Avatar

    I am not support staff, just a user.
    Hi mike.parfitt

    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.

    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.

    Anyway, glad Mike Brays advice has got you up and running again.

    This post is mainly a reference for other users.

    Have Fun

  29. 59 Posted by Mike Bray on 04 Feb, 2019 01:32 PM

    Mike Bray 's Avatar

    I will have a look at the installer and make it a little more intelligent.

  30. 60 Posted by pnewman3 on 04 Feb, 2019 03:06 PM

    pnewman3's Avatar

    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.
    Can you tell me how i can fix this error please?

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