About

sunriise goal is to provide read/write support for Microsoft Money *.mny file.

sunriise depends on the following libraries for MS Access databases support

News - 2011/06/15

Release sunriise-0.0.2-SNAPSHOT.

This is still experimental at best. Not ready for end-user. You should have some background in database and at least some understanding of join to have any hope to make sense of this stuff.

If you want to just jump right into it:

  1. Download the *.jar file: file sunriise-0.0.2-SNAPSHOT-jar-with-dependencies.jar from this link
  2. Run: double click on sunriise-0.0.2-SNAPSHOT-jar-with-dependencies.jar to start. If that does not work, try open a command-line window and run
    java -jar sunriise-0.0.2-SNAPSHOT-jar-with-dependencies.jar
  3. Open an existing *.mny file, use menu item. Tip: samples.mny is a good candidate.
    File -> Open
  4. No real documentation at this point, read older news for features added in previous releases.

Significant changes in this release

  • Enable write. You can now modify the data in the *.mny file directly. Important: do NOT do this on your primary *.mny file. Make a copy and use the copy.
  • Display key information: primary key(s), foreign key(s). In the table header, primary key is colored as RED, foreign key is colored as BLUE. You can also see the key information in the "Keys" tab. 
    # Primary keys:
(PK) SEC.hsec, 197
    (referencing-FK) SOQ.hsec
    (referencing-FK) SP.hsec
    (referencing-FK) TRN.hsec
    (referencing-FK) LOT.hsec
    (referencing-FK) PORT_REC.hsec
    (referencing-FK) SEC.hsecLink
    (referencing-FK) XMAPSEC.hsec

# Foreign keys:
(FK) SEC.hcrnc -> CRNC.hcrnc
(FK) SEC.hcntry -> CNTRY.hcntry
(FK) SEC.hsecLink -> SEC.hsec
(FK) SEC.hcrncQuote -> CRNC.hcrnc
  • The reason I mention about "keys" is that there are a lot of tables joining, so you will have to work out the keys relationship to see meaningful data. For example table "SP" has stock price but you will need to join with table "SEC" to get the security name.
  • To edit a cell, make sure you open the *.mny file with "Read only" unchecked. Then double-click on the cell to edit (hit "Escape" to discard changes) . For the cell of type "Date", single-click to bring up a date picker (click on "Cancel" button to discard changes.
  • A concrete example: let's set a security Dividend Yield rate. Choose a security (look for value in columns: szFull, szSymbol), find column "dDividendYield" (column 45 in Sunset version - I know it is kind of pain to find the column for now. I will see what can done to make that easier), double-click to edit, change the value ("Escape" to discard changes, "Return" to commit changes). Note this value is actually a percentage so keep it under 100.
    • Quit
      File -> Exit
    • Open the just edit *.mny file in MSMoney, open Porfolio Manager view, edit column to include the "Dividend Yield (rate)" column, you should see the number you entered for he selected security.
  • To add new row, select an existing one and use popup menu "Duplicate".
  • Hope this will give you enough pointer to go to explore for yourself. One caveat: changes sometimes will not get reflected when you re-open the edited *.mny file in MSMoney, that often means that
    • there are related rows in other tables needed to be updated also
    • there are values in certain columns (in same table or in other tables) needed to be related in a meaningful ways but are not. Sorry I can't be more specific than that. One way to thing about this: a particular logical data structure such as price quotes (secname, price, updateOn ...) may spanned multiple table. Editing a column in a row in a table is not sufficient to "change the data".

News - 2011/03/22

We have our first build.

Simple *.mny viewer

If you want to just jump right into it:

  1. Download the *.jar file: file sunriise-0.0.1-SNAPSHOT-jar-with-dependencies.jar from this link
  2. Run: double click on sunriise-0.0.1-SNAPSHOT-jar-with-dependencies.jar to start. If that does not work, try open a command-line window and run
    java -jar sunriise-0.0.1-SNAPSHOT-jar-with-dependencies.jar
  3. Open an existing *.mny file, use menu item. Tip: samples.mny is a good candidate.
    File -> Open
  4. Browse table(s): The left side view has a list of table names. The right side has a table showing the table's content.
  5. Export to CSV files: to export the database content to a set of *.csv files (can be later opened by Excel). You will have to choose a directory where to store the export contents. You can create new directory in the file chooser.
    File -> Export -> To CSV file
  6. Export to *.mdb file: to export the database content to a *.mdb file that can be opened by Access. The exported *.mdb file has no password.
    File -> Export -> To *.mdb file

The primary goals for this build

  • To get the project started.
  • To create a simple "client" to demonstrate that we can parse the content of a *.mny file
  • It is also becoming apparent that we need to better understand the relationship between the tables. To that ends, I add some functionality to export the content to other formats which has better tool support for viewing/analyzing: *.csv (Excel), *.mdb (Access).
  • You can think of this build as a equivalent of MoneyLink but with unlimited access to all data.

What can you do to help?

  • If you are a user: provide developers with feature request. Think of things that are not working with MM right now (for example: exchange rate not being updated). Log bugs, feature request at the project 'tracker'. You can start discussing ideas at the project forum.
  • If you are a database person: help us document the table model: what is its content? how does table1 related to table2? Ultimately, we want to know: for example, to update currency exchange rate, which table(s), column(s) needed to be updated.
  • If you are a developer: set up your dev environment. Familiarize yourself with the tool set: Subversion (source code control), Eclipse (IDE), Maven (build tool), Java. Three concrete features I want to get to in the near future:
    • Update currency exchange rate
    • Update quote prices
    • Some of the fields in the investor page are calculated, see if it is possible to update them.