tag:infinitekind.tenderapp.com,2009-01-14:/discussions/moneydance-development/4016-toolbox-preview-release-of-python-extension-for-moneydanceInfinite Kind: Discussion 2021-07-28T12:52:36Ztag:infinitekind.tenderapp.com,2009-01-14:Comment/489031402020-12-15T03:33:58Z2020-12-15T03:33:58ZToolbox: Release of Python Extension for Moneydance<div><p>Good start. I look forward to this being an official extenstion.</p></div>dtdtag:infinitekind.tenderapp.com,2009-01-14:Comment/489031402020-12-15T05:04:02Z2020-12-15T05:04:02ZToolbox: Release of Python Extension for Moneydance<div><p>👍</p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/489031402020-12-16T13:01:09Z2020-12-16T13:01:09ZToolbox: Release of Python Extension for Moneydance<div><p>I'm impressed! Good job.</p>
<p>Question: Should my main account be root? Never did understand what the root account is.</p></div>Dan Ptag:infinitekind.tenderapp.com,2009-01-14:Comment/489031402020-12-16T13:30:49Z2020-12-16T13:30:49ZToolbox: Release of Python Extension for Moneydance<div><p>Ah ha. It’s stored in the database but not really used. In fact we asked Sean about this and he put a fix in 2020.2012 so that the display on the root account shows the dataset name. He also said this fix is ‘safe’.</p>
<p>Basically it should be the same as your dataset name. So if you rename your dataset, it should really be the same name as dataset.</p>
<p>Root (account) is simply the top level account for all your other accounts. It holds some preferences. If you look in geek mode for Root account you will see what you have. Most of these have been migrated elsewhere more recently.</p>
<p>Book is your dataset.</p>
<p>Equally you don’t have to change it.</p>
<p>Regards Stuart<br>
</p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/489031402020-12-18T00:34:32Z2020-12-18T00:34:32ZToolbox: Release of Python Extension for Moneydance<div><p>Think of root as just being the starting point of your data set structure, if it helps think of it as being the internal name of your Data set, you would not use the data set name itself simply because you can rename this at the Operating system level so the name is not fixed and can and is changed outside of Moneydance.</p></div>dwgtag:infinitekind.tenderapp.com,2009-01-14:Comment/489031402020-12-18T03:15:13Z2020-12-18T03:15:13ZToolbox: Release of Python Extension for Moneydance<div><p>well, a little more - and hey Stuart - can toolbox fix this for me?</p>
<p>Renaming the dataset, I guess, changes "book". I expressed to Sean a while back that changing the dataset name did not necessarily change "root", nor was there anyway I could see to change root.</p>
<p>I'd named the dataset 2000-2019 when I started, which of course was short sighted. I changed the dataset name to "Our Journey", which was more about "us", but the root did not change IN CERTAIN CASES.</p>
<p>It changed for BANK accounts, but for CREDIT CARDS it stayed 2000-2019, and although it was obviously "the same" as the "book" name, you couldn't change it to that value in MD. For investments it doesn't show up.</p>
<p>Here are three screen shots showing my situation. Ultimately it's one of those "does it matter?" situations, but I like having things be "clean".</p></div>dtdtag:infinitekind.tenderapp.com,2009-01-14:Comment/489031402020-12-18T03:29:06Z2020-12-18T03:29:06ZToolbox: Release of Python Extension for Moneydance<div><p>I have seen this with credit cards with data sets migrated from an older Moneydance version, in the case I see the parent is called "My Finances", a reference I think comes form MD 2012 and their appears to be no way to force a change. It does not seem to affect the operation of the account.</p></div>dwgtag:infinitekind.tenderapp.com,2009-01-14:Comment/489031402020-12-18T03:39:44Z2020-12-18T03:39:44ZToolbox: Release of Python Extension for Moneydance<div><p>I agree. It's a nit in some sense.</p>
<p>Still, this happened in 2019 (my first version), and changing the dataset name exhibited the same bit you observe from older versions.</p>
<p>It's something that shouldn't be "that way", and I tend to point out such things.</p>
<p>And yes, there appears to be no way to fix it through the program....</p>
<p>so (for fun) - Stuart - slap down challenge match!!!! :) Fixable? Both dwg's example and my own? (And safe, of course?)</p>
<p>;) NO PRESSURE! ;)</p></div>dtdtag:infinitekind.tenderapp.com,2009-01-14:Comment/489031402020-12-18T07:00:50Z2020-12-18T07:00:50ZToolbox: Release of Python Extension for Moneydance<div><p>Hi yes. It’s already in Toolbox. Go to advanced mode and if the root name is not equal to book (dataset) name then a button appears to rename root. I’ve even used it in my own dataset. Sean verified a while ago that my fix on this was ‘safe’. Let me know?</p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/489031402020-12-26T23:56:56Z2020-12-26T23:56:56ZToolbox: Release of Python Extension for Moneydance<div><p>I am finally getting back to this, after a death in the family.</p>
<p>Stuart - one question before I start, will Advanced/Hacker changes propagate to my spouses MacBook Pro via dropbox sync, or are these one off fixes/changes? I get that setting changes would be one-off, as they are set independently, but I'm thinking of database changes...</p>
<p>Im specifically referring to root/book, but it's an overalll question as I install/use the toolbox extenstion.</p></div>dtdtag:infinitekind.tenderapp.com,2009-01-14:Comment/489031402020-12-27T04:19:56Z2020-12-27T04:20:20ZToolbox: Release of Python Extension for Moneydance<div><p>A book/root change appears to propagate and sync. Great!</p></div>dtdtag:infinitekind.tenderapp.com,2009-01-14:Comment/489031402020-12-27T09:04:09Z2020-12-27T09:04:09ZToolbox: Release of Python Extension for Moneydance<div><p>Hi. Any change to database data / objects will (should) sync. This includes the root account. Changes to config.dict and local storage (./safe/settings) what’s are preferences do not sync (just as MD does/does not do). Hope this helps?</p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/489031402020-12-27T09:20:01Z2020-12-27T09:20:01ZToolbox: Release of Python Extension for Moneydance<div><p>(Curious what type of changes you’re finding it useful for in hacker mode?)</p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/489031402020-12-27T21:44:13Z2020-12-27T21:44:13ZToolbox: Release of Python Extension for Moneydance<div><p>I've only used advanced, I just said both in the message above because those are the two modes that change things.</p></div>dtdtag:infinitekind.tenderapp.com,2009-01-14:Comment/489031402020-12-27T22:25:37Z2020-12-27T22:25:37ZToolbox: Release of Python Extension for Moneydance<div><p>anyway, all changes to data objects use the standard API calls, and thus will (should) sync. (but not local preferences of course)</p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/489031402020-12-31T17:47:27Z2020-12-31T17:47:27ZToolbox: Release of Python Extension for Moneydance<div><p>URL for downloads is now:<br>
<a href="https://yogi1967.github.io/MoneydancePythonScripts/">https://yogi1967.github.io/MoneydancePythonScripts/</a></p>
<p>Also, Toolbox and StockGlance2020 renamed to toolbox and stockglance2020<br>
(IK request)</p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/489031402021-01-30T19:00:55Z2021-01-30T19:00:55ZToolbox: Release of Python Extension for Moneydance<div><p>Toolbox v2 is now available on my site. Lots of enhancements, all known fix scripts included, new Bank OFX management menu..:<br>
<a href="https://yogi1967.github.io/MoneydancePythonScripts/">https://yogi1967.github.io/MoneydancePythonScripts/</a></p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/489031402021-06-21T13:35:09Z2021-06-21T13:35:09ZToolbox: Release of Python Extension for Moneydance<div><p>Toolbox is now available fully signed by IK and from the Manage Extensions window.</p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/489031402021-07-28T12:52:19Z2021-07-28T12:52:19ZToolbox: Release of Python Extension for Moneydance<div><p>Toolbox PREVIEW with these new features is undergoing extensive testing, and available here:</p>
<p>Must be on MD2021.1(3069):</p>
<p><a href="https://github.com/yogi1967/MoneydancePythonScripts/raw/master/toolbox.zip">https://github.com/yogi1967/MoneydancePythonScripts/raw/master/tool...</a><br>
(Unzip, drag toolbox.mxt onto MD left sidebar to install, accept signing warnings)</p>
<p>Three new security / currency management features:</p>
<ul>
<li>
<p>Move/Merge Investment account function</p>
</li>
<li>
<p>Merge Duplicate Security function</p>
</li>
<li>
<p>Edit Security Decimal Places…</p>
</li>
</ul>
<p>Do send feedback if you use this.</p>
<p>ALWAYS BACKUP FIRST1</p>
<p>(Not support, just a fellow user)</p></div>Stuart Beesley (Mr Toolbox)