Frequently Asked Questions

How can I select which securities to update?

Money Plus

1. From the Portfolio Manager go to Update prices->Pick quotes to download.
2. From there, select those securities for which you wish to update quote data.

Money 2005

1. From the Portfolio Manager go to Update prices->Pick online prices to download.
2. From there, select those securities for which you wish to update quote data.

Money 2004

1. From the Investing drop-down menu go to Portfolio->Update prices->Pick prices to download.
2. From there, select those securities for which you wish to update quote data.

How can I select which currency exchange rates to update?

Money 2005, Money Plus

1. From the Tools drop-down menu go to Settings->Program Settings->Update Currencies.
2. From there, check or un-check Update exchange rate online as desired.

Money 2004

1. From the Tools drop-down menu go to Options->Currencies.
2. From there, check or un-check Update exchange rate online as desired.

How do I remove the Money country prefix from an investment symbol?

Money 2005, Money Plus

1. From the Portfolio Manager right-click on the investment for which you wish to remove the country prefix and select Investment Details.
2. In the Symbol field, overtype the country prefix with the two-character country ISO code corresponding to the regional format setting of your Windows environment. If required, you can also make a change to the symbol part of the field at the same time, for example by adding the appropriate Yahoo Finance exchange suffix.
3. Click on the Comment field.
4. You will then be prompted as to whether you want to change the country/region for the investment: select No.
5. The country prefix will revert to the original value but it will have been removed from the underlying record for that investment. The investment symbol itself will now reflect any other change made in step 2.
6. Click Done.

Money 2004

1. From a portfolio view, right-click on the investment for which you wish to remove the country prefix and select See Details.
2. In the Symbol field, overtype the country prefix with the two-character country ISO code corresponding to the regional format setting of your Windows environment. If required, you can also make a change to the symbol part of the field at the same time, for example by adding the appropriate Yahoo Finance exchange suffix.
3. Click on the Comment: field.
4. You will then be prompted as to whether you want to change the country/region for the investment: select No.
5. The country prefix will now show as removed and the investment symbol will reflect any other change made in step 2.
6. Click Done.

Can I update quote data for investment symbols that are longer than the Money maximum of 12 characters?

Money supports a maximum investment symbol length of 12 characters (excluding the Money country prefix) and if you enter anything longer in the Symbol field of Investment Details it will be truncated. However it is possible to update quote data for truncated symbols as follows:

1. If the symbol in the Money file includes a Money country prefix then remove the prefix by following the steps here.
2. Run msmquote using a user-generated Yahoo Finance API URL with the full un-truncated Yahoo Finance symbol.

msmquote will retrieve the quote data from Yahoo Finance, look up the truncated symbol in your Money file and then update the corresponding quote data.

Is the Yahoo Finance quote data API currently operational?

The operational status of the Yahoo Finance quote data API can be found here.

How can I get help with msmquote?

• Open an issue or start a discussion on GitHub.
• Start a conversation in the Microsoft Money group on Google Groups.