Deleting Security

Mike V.'s Avatar

Mike V.

09 Aug, 2020 01:18 AM

I have a security IShares xxxx that is a non-security/unused item. When I try to delete it I am told "Cannot remove a currency being used." I have searched for iShares xxxx and cannot find it. The attached file shows the steps taken. How can I remove this item from my system?

  1. Support Staff 1 Posted by Maddy on 09 Aug, 2020 05:47 AM

    Maddy's Avatar

    Hi Mike,

    We are sorry to hear about the problem you have encountered.

    The software will not allow you to remove a security that is in use, as per the warning message on your screen.

    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 Tools -> Securities to remove the security.

    I hope this information is helpful. Please let me know if you have further questions or need any assistance.

    --
    Maddy, Infinite Kind Support

  2. 2 Posted by derekkent23 on 09 Aug, 2020 06:39 AM

    derekkent23's Avatar

    I am not support staff, just a user.
    Hi Mike

    Also take a look at this discussion at

    https://infinitekind.tenderapp.com/discussions/problems/62232-delet...

    Hope it helps.

  3. Maddy closed this discussion on 09 Aug, 2020 09:08 AM.

  4. Mike V. re-opened this discussion on 09 Aug, 2020 12:18 PM

  5. 3 Posted by Mike V. on 09 Aug, 2020 12:18 PM

    Mike V.'s Avatar

    The iShares xxxx is garbage. It is not a security. It is not being used anywhere that I can find. Maybe my question should be how do I find where a security is being used?

    derekkent23 -- thanks. I had already assume the error msg had a typo.

    I am unable to find, "any transaction that uses that security" using all the search tools. So how do I find them??

  6. 4 Posted by Mike V. on 09 Aug, 2020 12:30 PM

    Mike V.'s Avatar

    I renamed it to emphasize that it is a trash item. Still cannot find any transaction that refers too it or uses it.

  7. 5 Posted by derekkent23 on 09 Aug, 2020 01:02 PM

    derekkent23's Avatar

    I am not support staff, just a user.
    Hi Mike

    Have you removed A-Trash from each of you Investment Accounts?

    Check as follows:

    In turn highlight each investment Account in the Side Bar, list on left.
    Then in the Security Detail tab click REMOVE SECURITY button and use the dropdown to select if listed A-Trash. Then OK – YES to delete the Security.

    You must do this for each investment Account.

    Hope this helps

  8. 6 Posted by Mike V. on 09 Aug, 2020 01:54 PM

    Mike V.'s Avatar

    derekkent23 - thank you. That was what was needed. I discovered which investment account by looking at the definition of the Portfolio report.

  9. Mike V. closed this discussion on 09 Aug, 2020 01:54 PM.

Comments are currently closed for this discussion. You can start a new one.

Keyboard shortcuts

Generic

? Show this help
ESC Blurs the current field

Comment Form

r Focus the comment reply box
^ + ↩ Submit the comment

You can use Command ⌘ instead of Control ^ on Mac