yogi1967 / moneydancepythonscripts Goto Github PK

When I run the Extract Account register transactions function...

...wide open, with no filters...

...none of the transactions associated with Loan or Liability accounts are exported--only Asset, Bank, and Credit card

This is on MacOS...

Running this version of MD...

And this version of Extract Data...

I guessed correctly that it was supposed to be IAGREE like the other prompts, but the text wasn't visible.

Toolbox v1058 and Moneydance Version / Build: 2023.2 Build: 5007

I have three accounts with Betterment, but Extract Data for some reason will only extract data from one of them. I've set the "filter for accounts" to "ALL", but it only extracts data for one of the Betterment accounts.

I have a bunch of other accounts that all get extracted as expected.

Is there some kind of setup to the Moneydance account that's causing the extension to ignore these accounts? They are listed as investment accounts and appear to be configured just like the Betterment account that does get extracted.

I've re-ran this 3 times. High confidence that I did everything correct. Cannot interpret the console messages beyond knowing I'm getting Error 2000 and Error 15500. I've double and triple checked the information from the USAA Quicken access page. I don't type anything, I copy/paste everything and ensure I don't have leading or trailing characters. Not sure what to do next. I'm hoping you have some bandwidth to devote to this and help me.
I don't have a VPN running and while I use cookie blocker extensions in the browser I use (Brave), I don't have any other form of web blocking going on that I'm aware of. Windows 10 OS. I don't believe it's possible for the web browser extensions to work outside of the web browser, but I'll be testing that to see if uninstalling all extensions helps. Low confidence it will help, but I'm trying anything at this point.
Internet Options are configured to accept session, first and third party cookies.
I can provide the console output outside of this forum if needed.

Recently discovered Toolbox which is really great. Finally been able to delete a duplicate 'British Pound' currency I'd somehow created & was being mighty confusing.

One thing I would like to be able to do is produce a 'Payees' listing to check for near duplicates, mis-spelling etc etc which will have crept in over time. Is there a way of extracting this from the 'Description' field information?

Hi Stuart,

I was wondering if it would be terribly difficult to have the future reminder extension follow the date format that is set in Preferences?

Currently the format of the extension is yyyy/MM/dd. In 'the states' we're likely to use MM/dd/yyyy.

Thank you for your consideration.

-Kevin N. (not a member of MD support) : )

When extracting Investment Transactions the Lot Data column is structured as a subtable. While I am sure that is useful for some applications, it creates cell data that can be very long.

This creates a problem for me as I am using a SQLite compatible ODBC driver that only recognizes the first 8,000 characters in a cell.

Might it make sense to allow the user to omit this column as it can increase the file size and, as a subtable, is only useful in very specific use cases? Another option is to put a limit on the character length of this value.

First off, thanks so much for the Extract Data Extension for Moneydance--very useful!

I am using exported .csv file as an ODBC data source for reporting in Excel. For whatever reason, the driver I am using does not properly recognize the last data row in the .csv file and does some funky stuff on the rows containing the file and parameter Information. Might it be possible to have an option to NOT export these additional rows and ONLY include the data rows--something like this?

Thanx for writing and publishing these, as well as all the tips, etc!

I followed the instructions for installing extract_data on my Moneydance 2021 installation (Windows 10). At least I think I did. Only when I run the extension from within Moneydance nothing happens.

Thanks for the great tools.

I encountered a problem launching the Toolbox mxt on Moneydance preview release 2021.1 (3051)

toolbox.py(Extension):2021/03/17-07:38:31: Checking encryption key....
loading with 128 bit encryption key
Traceback (most recent call last):
  File "extension(toolbox):toolbox.py", line 17433, in <module>
  File "extension(toolbox):toolbox.py", line 16959, in openDisplay
  File "extension(toolbox):toolbox.py", line 2174, in buildDiagText
  File "extension(toolbox):toolbox.py", line 4916, in get_orphaned_extension
AttributeError: 'com.moneydance.apps.md.controller.Main' object has no attribute 'getOutdatedExtensionIDs'