Discussion:
Alternatives to the Portfolio Manager Preview
(too old to reply)
Cal Learner
2009-10-09 21:45:15 UTC
Permalink
In the FAQ on the PMQuestions page for the "Is there an
alternative..." question, see
http://articles.moneycentral.msn.com/common/pmquestions.aspx#r12

Two good alternatives come to mind as a result. For each, I would
start with the Money Plus Trial install from
http://www.microsoft.com/downloads/details.aspx?displaylang=en&FamilyID=d7e321d1-3965-46aa-87e2-8f4259e63b63
If that link doesn't work at some point, there are still
alternatives. It worked when I tested it just now. The install file
is named mny2008usweb.exe and is 35,575,840 bytes.


1. There is a Quicken Converter in Quicken 2010 that may be able to
do the conversion of that file once you have the trial or non-trial
installed and working. If you will convert using the trial, be sure
to do that before the trial expires. The 'My Portfolio.mny" is in
Money 2006 format. The conversion process would involve getting the
Money Plus trial from Quicken as an intermediate step, and then
converting.

2. Stay with Microsoft Money Plus for a at least while and maybe
indefinitely. Here would be the plan for that, as I see it:

Buy the boxed Money Plus Deluxe via Ebay. This will give full
function thru January 2011. Do not lose the disk or the *key* that
comes with it. You can activate on 2 computers: your desktop and
your laptop. If you have the trial working, use that while waiting
for the boxed software to arrive.

Be sure to remove your Live ID from your file before the end of
January 2011. It is not clear to me if that is critical; it should
not be. It won't hurt. I expect your Live ID to be on the file when
you convert it over to Microsoft Money. You will need to have a Live
ID on your file if you are going to get transactions downloaded for
those FIs where the info comes in via a third party: Yodlee. For
other purposes, you can have no password or a conventional password.

Keep track of additions to http://www.microsoft.com/money/faq.mspx
After January 2011 you will not be able to reinstall and activate
from the disk as you received it after that date. However there will
be some method provided to remove the DRM so that you will be able
to install onto computers after support has ended. Stay tuned to
that http://www.microsoft.com/money/faq.mspx for the methodology.
The no-DRM solution will not provide quotes or transactions, but you
will be able to get OFX or QIF files from financial institutions
that have transactions and maybe quotes. Some brokers already
provide quote data on your holdings in the OFX file. There may be
somebody who produces a tool that reads quote date from a source,
and feeds an OFX file to Microsoft Money.

So your basis data and transaction history will be maintained.
Reldel
2009-10-10 12:10:01 UTC
Permalink
Cal,

Good info.

I've downloaded money trial and gone to the investing section to try and
access my moneycentral portfolio but all I get is the blank portfolio that
you would get if you wanted to build a portfolio from scratch.

I am signed into Money with the same signin used in moneycentral.

What do I have to do to access the existing moneycentral file through my
money?

Thanks in advance. If this works, I'll be happy not to lose ten+ years of
data.

Reldel
--
Reldel
Post by Cal Learner
In the FAQ on the PMQuestions page for the "Is there an
alternative..." question, see
http://articles.moneycentral.msn.com/common/pmquestions.aspx#r12
Two good alternatives come to mind as a result. For each, I would
start with the Money Plus Trial install from
http://www.microsoft.com/downloads/details.aspx?displaylang=en&FamilyID=d7e321d1-3965-46aa-87e2-8f4259e63b63
If that link doesn't work at some point, there are still
alternatives. It worked when I tested it just now. The install file
is named mny2008usweb.exe and is 35,575,840 bytes.
1. There is a Quicken Converter in Quicken 2010 that may be able to
do the conversion of that file once you have the trial or non-trial
installed and working. If you will convert using the trial, be sure
to do that before the trial expires. The 'My Portfolio.mny" is in
Money 2006 format. The conversion process would involve getting the
Money Plus trial from Quicken as an intermediate step, and then
converting.
2. Stay with Microsoft Money Plus for a at least while and maybe
Buy the boxed Money Plus Deluxe via Ebay. This will give full
function thru January 2011. Do not lose the disk or the *key* that
comes with it. You can activate on 2 computers: your desktop and
your laptop. If you have the trial working, use that while waiting
for the boxed software to arrive.
Be sure to remove your Live ID from your file before the end of
January 2011. It is not clear to me if that is critical; it should
not be. It won't hurt. I expect your Live ID to be on the file when
you convert it over to Microsoft Money. You will need to have a Live
ID on your file if you are going to get transactions downloaded for
those FIs where the info comes in via a third party: Yodlee. For
other purposes, you can have no password or a conventional password.
Keep track of additions to http://www.microsoft.com/money/faq.mspx
After January 2011 you will not be able to reinstall and activate
from the disk as you received it after that date. However there will
be some method provided to remove the DRM so that you will be able
to install onto computers after support has ended. Stay tuned to
that http://www.microsoft.com/money/faq.mspx for the methodology.
The no-DRM solution will not provide quotes or transactions, but you
will be able to get OFX or QIF files from financial institutions
that have transactions and maybe quotes. Some brokers already
provide quote data on your holdings in the OFX file. There may be
somebody who produces a tool that reads quote date from a source,
and feeds an OFX file to Microsoft Money.
So your basis data and transaction history will be maintained.
Reldel
2009-10-10 12:58:02 UTC
Permalink
I figured it out, I downloaded a backup from my investment toolbox onto my
desktop.

I then opened moneyplus and imported the file into investment portfolio.

Old delux investment toolbox files now show in MoneyPlus.

One happy camper. Now just have to buy MoneyPlus on ebay.

Thanks to Cal and others in this forum.
--
Reldel
Post by Reldel
Cal,
Good info.
I've downloaded money trial and gone to the investing section to try and
access my moneycentral portfolio but all I get is the blank portfolio that
you would get if you wanted to build a portfolio from scratch.
I am signed into Money with the same signin used in moneycentral.
What do I have to do to access the existing moneycentral file through my
money?
Thanks in advance. If this works, I'll be happy not to lose ten+ years of
data.
Reldel
--
Reldel
Post by Cal Learner
In the FAQ on the PMQuestions page for the "Is there an
alternative..." question, see
http://articles.moneycentral.msn.com/common/pmquestions.aspx#r12
Two good alternatives come to mind as a result. For each, I would
start with the Money Plus Trial install from
http://www.microsoft.com/downloads/details.aspx?displaylang=en&FamilyID=d7e321d1-3965-46aa-87e2-8f4259e63b63
If that link doesn't work at some point, there are still
alternatives. It worked when I tested it just now. The install file
is named mny2008usweb.exe and is 35,575,840 bytes.
1. There is a Quicken Converter in Quicken 2010 that may be able to
do the conversion of that file once you have the trial or non-trial
installed and working. If you will convert using the trial, be sure
to do that before the trial expires. The 'My Portfolio.mny" is in
Money 2006 format. The conversion process would involve getting the
Money Plus trial from Quicken as an intermediate step, and then
converting.
2. Stay with Microsoft Money Plus for a at least while and maybe
Buy the boxed Money Plus Deluxe via Ebay. This will give full
function thru January 2011. Do not lose the disk or the *key* that
comes with it. You can activate on 2 computers: your desktop and
your laptop. If you have the trial working, use that while waiting
for the boxed software to arrive.
Be sure to remove your Live ID from your file before the end of
January 2011. It is not clear to me if that is critical; it should
not be. It won't hurt. I expect your Live ID to be on the file when
you convert it over to Microsoft Money. You will need to have a Live
ID on your file if you are going to get transactions downloaded for
those FIs where the info comes in via a third party: Yodlee. For
other purposes, you can have no password or a conventional password.
Keep track of additions to http://www.microsoft.com/money/faq.mspx
After January 2011 you will not be able to reinstall and activate
from the disk as you received it after that date. However there will
be some method provided to remove the DRM so that you will be able
to install onto computers after support has ended. Stay tuned to
that http://www.microsoft.com/money/faq.mspx for the methodology.
The no-DRM solution will not provide quotes or transactions, but you
will be able to get OFX or QIF files from financial institutions
that have transactions and maybe quotes. Some brokers already
provide quote data on your holdings in the OFX file. There may be
somebody who produces a tool that reads quote date from a source,
and feeds an OFX file to Microsoft Money.
So your basis data and transaction history will be maintained.
TLM
2009-12-31 23:08:01 UTC
Permalink
Cal
THANKS! I just found this and was able to restore my data! When the
conversion happened, I could not get any "live" data in the new Portfolio
Manager using the email and password I had for at least 6+ years! I couldn't
even get the indexes to appear. I had to resort to my prior email address and
password - but then, of course, I had no data. So I had begin entering it
anew - and very unhappy with the loss of most functions in Portfolio Manager.
After finding your fix - I now have my data and the functions in Money Plus
Deluxe appear to be identical as the old MSN Deluxe Portfolio.
One question: I do not know what you mean by "be sure to remove your Live ID
from your file..." How?
Post by Cal Learner
In the FAQ on the PMQuestions page for the "Is there an
alternative..." question, see
http://articles.moneycentral.msn.com/common/pmquestions.aspx#r12
Two good alternatives come to mind as a result. For each, I would
start with the Money Plus Trial install from
http://www.microsoft.com/downloads/details.aspx?displaylang=en&FamilyID=d7e321d1-3965-46aa-87e2-8f4259e63b63
If that link doesn't work at some point, there are still
alternatives. It worked when I tested it just now. The install file
is named mny2008usweb.exe and is 35,575,840 bytes.
1. There is a Quicken Converter in Quicken 2010 that may be able to
do the conversion of that file once you have the trial or non-trial
installed and working. If you will convert using the trial, be sure
to do that before the trial expires. The 'My Portfolio.mny" is in
Money 2006 format. The conversion process would involve getting the
Money Plus trial from Quicken as an intermediate step, and then
converting.
2. Stay with Microsoft Money Plus for a at least while and maybe
Buy the boxed Money Plus Deluxe via Ebay. This will give full
function thru January 2011. Do not lose the disk or the *key* that
comes with it. You can activate on 2 computers: your desktop and
your laptop. If you have the trial working, use that while waiting
for the boxed software to arrive.
Be sure to remove your Live ID from your file before the end of
January 2011. It is not clear to me if that is critical; it should
not be. It won't hurt. I expect your Live ID to be on the file when
you convert it over to Microsoft Money. You will need to have a Live
ID on your file if you are going to get transactions downloaded for
those FIs where the info comes in via a third party: Yodlee. For
other purposes, you can have no password or a conventional password.
Keep track of additions to http://www.microsoft.com/money/faq.mspx
After January 2011 you will not be able to reinstall and activate
from the disk as you received it after that date. However there will
be some method provided to remove the DRM so that you will be able
to install onto computers after support has ended. Stay tuned to
that http://www.microsoft.com/money/faq.mspx for the methodology.
The no-DRM solution will not provide quotes or transactions, but you
will be able to get OFX or QIF files from financial institutions
that have transactions and maybe quotes. Some brokers already
provide quote data on your holdings in the OFX file. There may be
somebody who produces a tool that reads quote date from a source,
and feeds an OFX file to Microsoft Money.
So your basis data and transaction history will be maintained.
Cal Learner
2010-01-01 08:34:35 UTC
Permalink
Post by TLM
ne question: I do not know what you mean by "be sure to remove your Live ID
from your file..." How?
File->PasswordManager.

I am not sure if you have a LiveID on the file at this point or not.
Renato Rrapi
2010-02-13 03:19:57 UTC
Permalink
I have two Portfolio AOL and Microsoft but I dont have access with money ?!
What's That ?!


renato
Post by Cal Learner
Post by TLM
ne question: I do not know what you mean by "be sure to remove your Live ID
from your file..." How?
File->PasswordManager.
I am not sure if you have a LiveID on the file at this point or not.
Cal Learner
2010-02-13 14:53:49 UTC
Permalink
Post by Renato Rrapi
I have two Portfolio AOL and Microsoft but I dont have access with money ?!
What's That ?!
Are you using MSN Money?

What kind of access are you looking for? Do you mean that you used
to have access with two different LiveIDs six months ago, but you no
longer can access those even though you successfully log in?
Post by Renato Rrapi
renato
Post by Cal Learner
Post by TLM
ne question: I do not know what you mean by "be sure to remove your Live ID
from your file..." How?
File->PasswordManager.
I am not sure if you have a LiveID on the file at this point or not.
Renato Rrapi
2010-02-13 18:33:54 UTC
Permalink
Thank you anyway. I don't really understand how it works.

renato rrapi
Post by Cal Learner
Post by Renato Rrapi
I have two Portfolio AOL and Microsoft but I dont have access with money ?!
What's That ?!
Are you using MSN Money?
What kind of access are you looking for? Do you mean that you used
to have access with two different LiveIDs six months ago, but you no
longer can access those even though you successfully log in?
Post by Renato Rrapi
renato
Post by Cal Learner
Post by TLM
ne question: I do not know what you mean by "be sure to remove your Live ID
from your file..." How?
File->PasswordManager.
I am not sure if you have a LiveID on the file at this point or not.
ameridan
2010-02-26 22:37:01 UTC
Permalink
Post by Cal Learner
The no-DRM solution will not provide quotes or transactions, but you
will be able to get OFX or QIF files from financial institutions
that have transactions and maybe quotes. Some brokers already
provide quote data on your holdings in the OFX file. There may be
somebody who produces a tool that reads quote date from a source,
and feeds an OFX file to Microsoft Money.
I've started a blog to gather these add-on "tools" together for Money users.
So far I've identified three that are very useful. Yesterday I even
developed an add-on to Bobby's script package "PocketSense" so that you can
update your accounts, statements, stock quotes, mutual funds, options, etc.
from within Money (no, it is not a hack), almost as easily as clicking the
"Update Online Information" button.

Check out http://microsoftmoneyoffline.wordpress.com/ - I think many of you
will find the information very useful :)

Loading...