Extensions

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Moneydance Extensions Developed by Mike Bray

A number of Extensions have been developed that add features to the standard product.

THESE EXTENSIONS HAVE BEEN TESTED BUT YOU USE AT YOUR OWN RISK.

The information presented here is relevant for Moneydance 2019 onwards.

The extensions available are:

• Budget Generator (budgetgen) - the 'New' format budgets within Moneydance have prescribed periods and start dates. This extension allows you to enter different cost patterns and then generate the appropriate budget entries within Moneydance.

• Budget Report (budgetreport) - reports on budget verses actual with the ability to roll-up actuals into parent categories.

• File Display (filedisplay) - if you are developing extensions for Moneydance and you wish to understand the contents of your file, this extension displays the contents of the current file.

• QIF Loader (qifloader) - loads a file of transactions in QIF format, allows the user to switch negative and positive values and then save to Moneydance. Note: This extension has not been verified by TIK.

• Quote Loader (securityquoteload) - captures new security and currency prices from FT.com or Yahoo.com.

• Report Writer (reportwriter) - a general reporting and data export extension. This extension can out put selected Moneydance data into a Spreadsheet, a set of .csv files or an h2 database.

• Security History Load (securityhistoryload) - loads security price history from a .csv file.

• Security Price Load (securitypriceload) - loads security prices from a .csv file.

• Security Transaction Loader (loadsectrans) - loads transactions from investment and security accounts using a .csv file.

Preferences

Each Extension stores preferences in a file in the data directory of the current Moneydance file. This file is called MRBPreferences.dict2. This file is mainly used for remembering window sizes. If you change the size of the extension window the size will be remembered. You do not need to Save the preferences.

Parameter Files

In addition to the Preferences certain extensions store parameters in other files. This data needs to be saved by the user. Each extension that uses such a file will have a 'Save Parameters' button. See Parameters for the names of the various files created.

Download

The Quote Loader extension is now available from Infinite Kind via the 'Manage Extension' tab under Extensions. You can download many of these from the IK servers - as shown below:

To install any extension please do the following:

1. Download the chosen extension: IK download folder or download a preview version: IK PREVIEW download folder

   Report Writer is a special extension, has not been signed, and is located here: Report Writer extension download

2. Start Moneydance

3. Select Extensions/Manage Extensions from the menu

4. Click on Add From File

5. Select the file you have downloaded

6. You will be presented with a screen describing the extension and its build number. If this is what you expected click on Install Extension.

Note: It is important that if you install the Quote Loader extension you will need to restart MD after installing it.