missing securities delete functionality
I imported a lot of investment garbage from Quicken 2017 and in desperation have deleted all the investment accounts and just want to start over from scratch. It is clear that there were one or more broken pointers (i.e. references) involving the imported securities, evidenced by empty message boxes popping up at inappropriate times when trying to work with investment data.
The securities list contained both duplicated and unused securities, so I just need to kill all securities list entries so I can build a clean securities list. When I go to Tools -> Securities -> Edit Securities -> [security name] there is no discernible delete mechanism even though I have disconnected everything from every security.
How on earth can I get rid of all the bad securities list entries so I can enter new ones? I am appalled at the suggestion that the bad securities should be left in place and renamed so that they will sort to the end of the list! Doing this is particularly dangerous when the current securities list may contain broken pointers.
I do not have the time or the skill to reverse engineer the Moneydance database in order to kill the undesired data.
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Support Staff 1 Posted by Ethan on 11 Feb, 2018 04:20 AM
Hello,
It sounds like you want a new data file to try the import process again? If so, all you need to do is go to File -> New from the Moneydance menu bar to create a new data file.
Just to make sure you've found it, instructions for importing from Quicken can be found at http://help.infinitekind.com/kb/importing-data-from-other-programs
Ethan
Infinite Kind Support
2 Posted by cedialogs on 12 Feb, 2018 01:34 AM
Thank you so much for your prompt response. Unfortunately, your suggestion is very unworkable because re-importing 18 years of data from.qif files would require as much as a man-week of time to import, filter and scrub data, and then rebuild all the functionality that does not transfer from Quicken. After going through all this work, all I would have accomplished would be the re-creation of the same unusable investment mess that I currently have in Quicken. Moreover, you avoided the question which I asked.
My question to you was "how do I find the securities delete functionality in Moneydance"? I found the answer by sheer accident today. It turns out that the delete securities functionality is at the bottom of the Tools -> Securities window in the form of a very light gray, single pixel high, dotted line that allows the deletion of an already selected security when the dotted line is clicked. This inconspicuous light gray line of one-pixel dots on a white background is well camouflaged and not easy to notice.
From my perspective, Moneydance is a stunningly well-engineered piece of software despite being unfinished at this time. The lousy reporting capabilities of Moneydance are a small price to pay for keeping my money records off of a cloud server in Ukraine.
In all fairness to the new Ukrainian owners of Quicken, they have done a remarkable job of improving the engineering abortion which they purchased from Intuit.
Support Staff 3 Posted by Ethan on 12 Feb, 2018 02:19 AM
Hello,
I apologize I didn't answer your question. I wasn't trying to avoid it; I honestly misunderstood what you were trying to do. I'm glad to hear that you figured it out!
The delete option in the Tools -> Securities window shouldn't be that tiny though. If you expand the size of this window, is that button still tiny in size? It should be the same as all the others.
Ethan
Infinite Kind Support
System closed this discussion on 14 May, 2018 02:20 AM.