Removing sold Investment from Share Price Entry List

John Digby's Avatar

John Digby

27 Aug, 2021 07:31 AM

Once you have sold the share from your investment can you remove it from the 'Price Entry' drop down list?

  1. 1 Posted by Stuart Beesley ... on 27 Aug, 2021 07:44 AM

    Stuart Beesley - JUST A FELLOW USER and Toolbox ‘guy’'s Avatar

    Can you clarify what screen / menu item you are talking about?

  2. 2 Posted by John Digby on 27 Aug, 2021 07:50 AM

    John Digby's Avatar

    Via Extensions > Security Price Entry .
    After Reading FAQ I could go to 'Edit Securities' and click on the security
    and use the +/- to take one out., but for one it said 'Cannot remove
    currency that is being used'??

  3. 3 Posted by Stuart Beesley ... on 27 Aug, 2021 08:08 AM

    Stuart Beesley - JUST A FELLOW USER and Toolbox ‘guy’'s Avatar

    OK, so you are asking about deleting the actual Security master record... and all the dated price lines that go with it....

    So, Nope - you cannot do this as the Security is still listed in an investment account.

    You can however, delete all the dated price lines if you like. Tools>Securities. Select. Clear All..

    (not support, just a fellow user)

  4. 4 Posted by dwg on 27 Aug, 2021 08:11 AM

    dwg's Avatar

    I'm a fellow user.

    The Edit/Securities screen allows you to completely remove a security from the data set, but as a safeguard it will not allow it to be removed if it is or has been used.

    It is not possible to remove securities from the lists, the best that can be done at this time is to say rename them with something like a leading Z to place them at the end of the list and thus out of the way.

  5. 5 Posted by John Digby on 27 Aug, 2021 09:36 AM

    John Digby's Avatar

    Thanks for the assistance

  6. Maddy closed this discussion on 27 Aug, 2021 09:58 AM.

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