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Minotr suggestions for address book / securities

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John Edmondson

06 Feb, 2025 02:48 PM

I have a minor suggestions for the address book:

1. it would be nice if there was a find/search mechanism.

I have a couple of suggestoins for securities

1. It would be nice if there was a find/search mechanism
2. It would be nice if there was a warning when adding a security if that stock symbol already existed

1. 1 Posted by derekkent23 on 16 Feb, 2025 08:26 AM

   

   I am not support staff, just the user.
   Hi John

   Address book – agree.

   Securities find/search. This is in the latest build 2024.3(5219)
   Under TOOLS – SECURITIES there is a Search box FILTER SECURITIES BY NAME OR TICKER.
   There is also a dropdown selection:
   ONLY SHOW ACTIVE – ONLY SHOW INACTIVE – SHOW ALL
   ONLY SHOW ZERO BALANCE – ONLY SHOW NON-ZERO BALANCE – SHOW ALL

   Warning when trying to add duplicate stock symbol – Agree.

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2. 2 Posted by derekkent23 on 18 Feb, 2025 06:50 PM

   

   .

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3. Support Staff 3 Posted by Maddy on 19 Feb, 2025 01:48 PM

   

   Hi John,
   Thanks for the suggestion for improving Moneydance!

   I've filed a ticket in our ticketing system with your suggestion, so the developers will be looking into it.

   Please let us know if we can be of further assistance!

   --
   Maddy, Infinite Kind Support

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4. 4 Posted by John Edmondson on 19 Feb, 2025 04:15 PM

   

   Thank you. Take care

   Den Wed, 19 Feb 2025 13:48:22 +0000 (UTC), Maddy skrev:

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