Deletion of inactive Investments from Summary Page.

Old Goat's Avatar

Old Goat

04 May, 2016 09:28 PM

Wish to hide accounts which are no longer active without removing previous activities. Account>Edit Account>clicking Hide on summary page if balance $0. This does not remove the entry. Clicking on Inactive also has no effect. Am I missing something? Having changed Investment Broker want to remove them from current file.
Guidance would be appreciated.

  1. 1 Posted by -Kevin N. on 04 May, 2016 10:11 PM

    -Kevin N.'s Avatar

    Hi Old Goat,

    MD2015.7 (1362) Win 10 64-bit.
    I can not reproduce this behavior.
    Checkmarking 'Inactive' does indeed remove the account in question from the Summary Page.

    -Kevin N.

  2. 2 Posted by Gordon Gardner on 04 May, 2016 11:18 PM

    Gordon Gardner's Avatar

    Kevin,

    Thank you for your response. Unfortunately the offending items remain. I have tried shutting down the computer and disconnecting the power. Restarted Moneydance and although the box is still checked for inactive or Hide or both, I get no reaction on five different Investment accounts. I have been successful on previous versions of MD, currently on 2015.7(1358). I have been using MD for about 10 years.

    Old Goat

  3. 3 Posted by Ben Spencer on 05 May, 2016 12:35 PM

    Ben Spencer's Avatar

    Could you show a screenshot of the settings for the account and a screenshot showing that account on the summary page.

    Ben Spencer
    Infinite Kind Support

  4. 4 Posted by Gordon Gardner on 05 May, 2016 01:46 PM

    Gordon Gardner's Avatar

    Ben:

    It is the entries in the summary side bar that are not being removed. On the actual summary page they are no longer showing. My question therefore should be how to update the bar?

    Hope this is what you were looking for.

    Your assistance will be greatly appreciated.

    Gordon

  5. 5 Posted by Ben Spencer on 05 May, 2016 01:57 PM

    Ben Spencer's Avatar

    The left side bar and the summary page are different things. To remove an item from the left side bar right click on it in the left side bar and from the context menu select "Remove from side bar"

    Ben Spencer
    Infinite Kind Support

  6. 6 Posted by Gordon Gardner on 05 May, 2016 02:47 PM

    Gordon Gardner's Avatar

    Ben:

    Thank you. Sorry to have inconvenienced you. You guys are great. It’s a pity your clients are not as smart.
    Gordon

  7. 7 Posted by Ben Spencer on 05 May, 2016 02:56 PM

    Ben Spencer's Avatar

    You are welcome. I tend to think the distinction between summary page and left side bar is a fairly confusing one myself.

    Ben Spencer
    Infinite Kind Support

  8. Ben Spencer closed this discussion on 05 May, 2016 02:56 PM.

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