myMoneydata Excel Add-In

 

Synopsis

The myMoneydata Excel Add-In is a COM Add-In for Excel that imports selected data subsets from a Microsoft Money data file into Excel. It is forward compatible with the Ultrasoft MoneyLink Excel .XLA Add-In and is usable from 64-bit Excel. In addition to providing generally backward compatible replacements for existing MoneyLink data, it optionally offers significant enhancements over the legacy imports and an additional import type not available in MoneyLink. It also provides an API, callable from Excel Visual Basic for Applications (VBA), that allows programatic refresh of individual or multiple queries and specification of the Money source file--which enables one Excel workbook to have exports from multiple Money files. The myMoneydata Excel Add-In is usable with Money Deluxe Sunset US data files. It requires Hung Le’s Sunriise Export tool, which, in turn, requires Java.

Prerequisites

Prerequisites to use this capability:

Sunriise Export

The Sunriise Export tool, available from https://github.com/hung-le/sunriise2-misc/blob/master/out/sunriise-export-0.0.1-SNAPSHOT-exec.zip is used by myMoneydata to extract selected Money data tables from the Micorosft proprietary MSISAM format used by Money to the .MDB format used by Microsoft JET/ACE. Hung Le, aka hleofxquotes, is continuing to work on various projects related to MS Money. He stops by the Microsoft Money Community forum occasionally--probably more often than I do.

Java runtime or IDE

Sunriise Export requires Java runtime from http://java.com.

Excel 2010 or newer

Microsoft reports that the APIs used by the tool support Excel 2010 and up. Development and testing has been conducted using current Excel 32- and 64-bit from Office 365.

Installation

Install the Add-in from here. The add-in will check for updates TBD.

Configuration and Use

TBD

Known Limitations and Compatability Issues

TBD

Example Excel Files

(coming soon) sample myMoneydata.xlsx -- an Excel Workbook with tabs showing many variants of myMoneydata exports from the original Sample Money file.

(coming soon) sample myMoneydata with VBS.xlsm -- an Excel Macro-enabled Workbook demonstrating VBA use of the myMoneydata API.

Final Comments

While I hope this proves helpful, and welcome feedback and assistance to improve the quality of extraction or extend its coverage, it is offered without any warranty of function or obligation to repair or support. Please contact me with questions or comments.

This work would not have been possible without the prior efforts of Hung Le and Health Market Science.

Page Revision History

2/14/2019 First published.