How can I delete unused securities?

Steve Maze's Avatar

Steve Maze

18 Apr, 2024 07:08 PM

In my Securities List (Tools > Securities), I have a number of securities with a $1 current value and no transactions or splits. When I try to delete some of them, I get an error message: Cannot remove currency that is being used.

What does this error mean and how do I fix it?

thanks.

  1. 1 Posted by Steve Maze on 18 Apr, 2024 07:11 PM

    Steve Maze's Avatar

    Adding an screen shot of the error message...

  2. 2 Posted by Stuart Beesley ... on 18 Apr, 2024 07:16 PM

    Stuart Beesley (Mr Toolbox)'s Avatar

    Use toolbox extension.. The Currencies menu.. There is an option "Diag: can I delete a currency"

  3. 3 Posted by Steve Maze on 18 Apr, 2024 08:36 PM

    Steve Maze's Avatar

    Thanks for your help. There was a currency that had issues, but that did not solve the issue.

    For others that may run into this, I used the Toolbox extension to find out which account was keeping the security from being deleted. Even though there were 0 transactions, I was unable to delete the security. I had to go into the Account and use Remove Security. Not very intuitive, but it worked.

  4. 4 Posted by Stuart Beesley ... on 18 Apr, 2024 08:42 PM

    Stuart Beesley (Mr Toolbox)'s Avatar

    .. to add. Securities are Currencies under the covers. … and within Investment accounts, securities are stored as a sub account with a currency of the security. Hence you have to remove the relevant security sub account from all investment accounts, before you can remove the security master.

    Yup. Not intuitive.

  5. System closed this discussion on 18 Jul, 2024 08:50 PM.

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