tag:infinitekind.tenderapp.com,2009-01-14:/discussions/investments/4903-removing-worthless-investmentsInfinite Kind: Discussion 2020-02-01T15:17:05Ztag:infinitekind.tenderapp.com,2009-01-14:Comment/480473372020-01-30T14:28:11Z2020-01-30T14:28:11ZRemoving Worthless Investments<div><p>Hi,<br>
Thank you for contacting Moneydance support.</p>
<p>The steps for hiding and account and removing it from the Side Bar are outlined in <a href="https://infinitekind.tenderapp.com/kb/accounts-and-categories/closing-and-hiding-accounts">this article</a> of the Knowledge Base.</p>
<p>I hope this information is helpful. Please let me know if you have further questions or need any assistance.</p>
<p>--<br>
Maddy, Infinite Kind Support</p></div>Maddytag:infinitekind.tenderapp.com,2009-01-14:Comment/480473372020-01-30T14:53:04Z2020-01-30T14:53:04ZRemoving Worthless Investments<div><p>Hi ksmith,</p>
<blockquote>
<p>...then can it be removed from the summary view?</p>
</blockquote>
<p>From the Moneydance menu bar, go to Tools > Securities<br>
Double-click on the security in question.<br>
From the resulting window, click on the 'Edit' button in the upper right-hand corner.<br>
Here you should un-tick the 'Show on summary page' checkbox.</p>
<p>-Kevin N. (not a member of MD support)</p></div>-Kevin N.tag:infinitekind.tenderapp.com,2009-01-14:Comment/480473372020-01-30T15:43:10Z2020-01-30T15:43:10ZRemoving Worthless Investments<div><p>Hello Maddy</p>
<p>I probably didn't explain properly. It's not an account - it's an individual security. I tried deleting it but it added the original cost back onto the net worth - which is not correct as it worthless.</p>
<p>Could I "sell" the security for £0.00 and then hopefully use Kevin N's (thanks Kevin) advice to hide it?</p>
<p>KS</p></div>ksmithtag:infinitekind.tenderapp.com,2009-01-14:Comment/480473372020-01-30T17:08:10Z2020-01-30T17:08:10ZRemoving Worthless Investments<div><p>Hi Ks,</p>
<p>Please accept my sincere apologies for the misunderstanding.</p>
<p>To add to Kevin's very useful information, I'd like to add that to delete a security you would have to delete or amend any transaction that uses that security, once all transactions have been removed/changed, remove that security from the Investment Account, then finally use the menu item <strong>Tools -> Securities</strong> to remove the security.<br>
Moneydance will not allow you to remove a security that is in use.</p>
<p>Please keep us posted on your progress, Thank you!</p>
<p>--<br>
Maddy, Infinite Kind Support</p></div>Maddytag:infinitekind.tenderapp.com,2009-01-14:Comment/480473372020-02-01T15:17:00Z2020-02-01T15:17:00ZRemoving Worthless Investments<div><p>Maddy</p>
<p>Managed to follow your and Kevin's suggestions and now it's not visible or affecting the Net Worth.<br>
Thanks</p>
<p>KS</p></div>ksmith