Toolbox: Release of Python Extension for Moneydance

All,

I have just released my Toolbox Extension (Python) for Moneydance. This is a PREVIEW version.
THIS WILL ONLY RUN ON MD2021 build 2012 onwards (get from https://infinitekind.com/preview)

The intension is to help users fix common issues, run common fix scripts, run diagnostics. This can be for the user, or useful to support. I have tried to incorporate all the known 'fix' scripts that are floating about, plus much more. Hence, one place to go for diagnostics, self-help etc. It also does much more, so worth exploring (e.g. search for datasets, reset remembered window locations, explore internal settings etc). Please see the readme.

Note: Toolbox also includes these MD scripts (but very much enhanced)
# reset_relative_currencies.py (from Moneydance support)
# remove_ofx_account_bindings.py (from Moneydance support)
# convert_secondary_to_primary_data_set.py (from Moneydance support)
# remove_one_service.py (from Moneydance support)
# delete_invalid_txns.py (from Moneydance support)

Copy is attached and the latest can also be downloaded here: https://yogi1967.github.io/MoneydancePythonScripts/

(You will need to extract the zip first). Also attached, the readme and installation readme:

To install, Menu>Extensions>Manage Extensions>Add from file>add Toolbox.mxt.
This version is unsigned, so just accept the warning. At some point soon, I'll ask Moneydance to sign it.

NOTE: On a Mac you will see two '“jffi766845378638173844.dylib” cannot be opened because the developer cannot be verified' messages. This currently happens with any scripts. It's a pain, but harmless. Just click Bin or Ignore..... The developer is trying to eliminate this message.

It has been extensively tested by me and also DereKent23 (thanks DK) and few others too. I have also run every fix/update on my own personal live financial dataset.

The default 'Basic' mode is very safe and readonly. If you delve into Advanced and Hacker modes, then be careful and use the backup functions.

I am happy to receive feedback, comments, and will consider enhancements, upgrades, fixes. Just shout. Please also comment if you have used this to help you....

DISCLAIMER: I AM JUST A FELLOW USER, NOT FROM SUPPORT. I HAVE NO AFFILIATION WITH MONEYDANCE. PLEASE ALWAYS BACKUP YOUR DATA BEFORE MAKING ANY CHANGES.

  1. 1 Posted by dtd on 15 Dec, 2020 03:33 AM

    dtd's Avatar

    Good start. I look forward to this being an official extenstion.

  2. 2 Posted by Stuart Beesley ... on 15 Dec, 2020 05:04 AM

    Stuart Beesley - JUST A FELLOW USER's Avatar

  3. 3 Posted by Dan P on 16 Dec, 2020 01:01 PM

    Dan P's Avatar

    I'm impressed! Good job.

    Question: Should my main account be root? Never did understand what the root account is.

  4. 4 Posted by Stuart Beesley ... on 16 Dec, 2020 01:30 PM

    Stuart Beesley - JUST A FELLOW USER's Avatar

    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’.

    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.

    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.

    Book is your dataset.

    Equally you don’t have to change it.

    Regards Stuart
    

  5. 5 Posted by dwg on 18 Dec, 2020 12:34 AM

    dwg's Avatar

    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.

  6. 6 Posted by dtd on 18 Dec, 2020 03:15 AM

    dtd's Avatar

    well, a little more - and hey Stuart - can toolbox fix this for me?

    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.

    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.

    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.

    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".

  7. 7 Posted by dwg on 18 Dec, 2020 03:29 AM

    dwg's Avatar

    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.

  8. 8 Posted by dtd on 18 Dec, 2020 03:39 AM

    dtd's Avatar

    I agree. It's a nit in some sense.

    Still, this happened in 2019 (my first version), and changing the dataset name exhibited the same bit you observe from older versions.

    It's something that shouldn't be "that way", and I tend to point out such things.

    And yes, there appears to be no way to fix it through the program....

    so (for fun) - Stuart - slap down challenge match!!!! :) Fixable? Both dwg's example and my own? (And safe, of course?)

    ;) NO PRESSURE! ;)

  9. 9 Posted by Stuart Beesley ... on 18 Dec, 2020 07:00 AM

    Stuart Beesley - JUST A FELLOW USER's Avatar

    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?

  10. 10 Posted by dtd on 26 Dec, 2020 11:56 PM

    dtd's Avatar

    I am finally getting back to this, after a death in the family.

    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...

    Im specifically referring to root/book, but it's an overalll question as I install/use the toolbox extenstion.

  11. 11 Posted by dtd on 27 Dec, 2020 04:19 AM

    dtd's Avatar

    A book/root change appears to propagate and sync. Great!

  12. 12 Posted by Stuart Beesley ... on 27 Dec, 2020 09:04 AM

    Stuart Beesley - JUST A FELLOW USER's Avatar

    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?

  13. 13 Posted by Stuart Beesley ... on 27 Dec, 2020 09:20 AM

    Stuart Beesley - JUST A FELLOW USER's Avatar

    (Curious what type of changes you’re finding it useful for in hacker mode?)

  14. 14 Posted by dtd on 27 Dec, 2020 09:44 PM

    dtd's Avatar

    I've only used advanced, I just said both in the message above because those are the two modes that change things.

  15. 15 Posted by Stuart Beesley ... on 27 Dec, 2020 10:25 PM

    Stuart Beesley - JUST A FELLOW USER's Avatar

    anyway, all changes to data objects use the standard API calls, and thus will (should) sync. (but not local preferences of course)

  16. 16 Posted by Stuart Beesley ... on 31 Dec, 2020 05:47 PM

    Stuart Beesley - JUST A FELLOW USER's Avatar

    URL for downloads is now:
    https://yogi1967.github.io/MoneydancePythonScripts/

    Also, Toolbox and StockGlance2020 renamed to toolbox and stockglance2020
    (IK request)

  17. Stuart Beesley - JUST A FELLOW USER closed this discussion on 02 Jan, 2021 10:12 AM.

  18. Stuart Beesley - JUST A FELLOW USER re-opened this discussion on 30 Jan, 2021 07:00 PM

  19. 17 Posted by Stuart Beesley ... on 30 Jan, 2021 07:00 PM

    Stuart Beesley - JUST A FELLOW USER's Avatar

    Toolbox v2 is now available on my site. Lots of enhancements, all known fix scripts included, new Bank OFX management menu..:
    https://yogi1967.github.io/MoneydancePythonScripts/

  20. Stuart Beesley - JUST A FELLOW USER closed this discussion on 30 Jan, 2021 07:01 PM.

Comments are currently closed for this discussion. You can start a new one.

Keyboard shortcuts

Generic

? Show this help
ESC Blurs the current field

Comment Form

r Focus the comment reply box
^ + ↩ Submit the comment

You can use Command ⌘ instead of Control ^ on Mac