Note
Requires MoneyMoney 2.4.72 or later
A MoneyMoney extension for tracking EquatePlus employee share plan portfolios and downloading account statements. Supports both the EquateAccess App (QR/FIDO) and SMS one-time-code authentication.
- Portfolio synchronisation (positions, quantities, purchase prices, market prices)
- Statement download from the EquatePlus document library
- EquateAccess App (FIDO/QR code) authentication
- SMS security code (OTP) authentication
- Datacenter failover with host pinning (EMEA / NA / primary)
- Robust login detection across datacenter variants
- Cumulative position mode (aggregate positions per security)
- MoneyMoney for macOS
- An active EquatePlus participant account
- Download
EquatePlus.lua - In MoneyMoney, open Help → Show Database in Finder
- Place
EquatePlus.luain the Extensions folder - Restart MoneyMoney
- Add a new account and search for EquatePlus
Two authentication methods are supported:
| Method | Description |
|---|---|
| EquateAccess App | Scan a QR code with the EquateAccess mobile app |
| SMS OTP | Enter the one-time code sent to your registered mobile number |
MoneyMoney will prompt for the appropriate method automatically based on your account configuration.
The extension registers four bank codes to control display mode:
| Bank code | Description |
|---|---|
EquatePlus |
Individual positions |
EquatePlus SE |
Individual positions (SE plan) |
EquatePlus (cumulative) |
Positions aggregated per security |
EquatePlus SE (cumulative) |
Aggregated positions (SE plan) |
Prefix your username with # to enable debug output in MoneyMoney's log window:
#youruserid
Use ## to also enable secrets in the log output (tokens, cookies). Use with care.
This extension is not affiliated with or endorsed by EquatePlus or its operator Equatex AG. Use at your own risk. No warranty is provided.
Original extension by neatc0der. SMS OTP support, datacenter failover, and login robustness improvements by DerSchiman.