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Moneydance Extensions Developed by Mike Bray

A number of Extensions have been developed to help with understanding Moneydance and adding features not readily available in the standard product.

THESE EXTENSIONS HAVE BEEN TESTED ON WINDOWS 8.1 BUT YOU USE AT YOUR OWN RISK.

  1. A Budget Generator - 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

  2. File Display - 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

  3. Security Price Load - loads security prices from a .csv file.

  4. Security Transaction Load - loads transactions from investment and security accounts using a .csv file

  5. Budget Report - reports on budget verses actual with the ability to roll-up actuals into parent categories

Update History

  • 28/11/2014 - Original Master
  • 09/01/2015 - Build 1001 Added flags to Security Price Load
  • 14/01/2015 - Build 1002 Added remembering parameters to Security Price Load
  • 15/01/2015 - Merged 1002 into Master
  • 20/01/2015 - Build 1006 - Added Security Transaction Load parameter changes
  • 28/01/2015 - Merged 1006 into Master
  • 29/01/2015 - Build 1007 - added income categories to Budget Generation
  • 30/01/2015 - Build 1008 - added parameters to accounts in file display
  • 05/02/2015 - Build 1009 - added roll up to budget generator
  • 19/03/2015 - Build 1010 - first version of budget report, cleanup of budget generator
  • 30/03/2015 - Build 1011 - bug fixes Load Security Transactions

Current Version - 1011

All code for these extensions can be downloaded from here or from this repository as follows:

  1. Click on Source
  2. Click on dist
  3. If the current version (see above) is not Master click on Master and select the required entry in the list.
  4. Click on the extension .mxt file you want and save it to disk
  5. Install via the Moneydance Extension Manager Add from a File

##Note

These extensions were developed with version 2014 of Moneydance. They are no longer maintained. Please see MoneyDance 2015 for the latest versions.

Updated