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tools menu defaults

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hsmoliar

07 Jun, 2025 01:34 PM

Hi
I'm trying to use the Securities tool but I'd like the default setting to be to Only Show Active and Only Show Non-Zero Balance instead of always starting with Show All. Is there a way to change this?
Thanks
H

1. Support Staff 1 Posted by Maddy on 09 Jun, 2025 04:08 PM

   

   Hi,
   Thank you for contacting Moneydance support.

   If you are running Moneydance 2024.4 (5253), you can navigate to Tools->Securities and at the bottom left you should see a circular icon with three dots, in the resulting window you should be able to set the filter you like.

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

   --
   Maddy, Infinite Kind Support

   • Edit

2. 2 Posted by hsmoliar on 09 Jun, 2025 05:02 PM

   

   Yes
   I understand that. My question was how to change the default from All to Show Only Active.
   Can you help with that?
   Thanks
   H

   Harold Smoliar
   Principal English horn,Pittsburgh Symphony, Retired
    
   7027 Edgerton Avenue, Pittsburgh PA 15208
    

    <0#>
   M: 412 874-1053 <tel:412 874-1053>
   W: http://smoliardesign.com <http://smoliardesign.com/>
   E: [email blocked] <mailto:[email blocked]>

   • Edit

3. Support Staff 3 Posted by Maddy on 09 Jun, 2025 09:01 PM

   

   Thank you for clarifying, Harold!

   It seems that by default the program returns to Show All upon restarting Moneydance and doesn't retain the last settings.

   So I’d like to run your query past the development team who may be able to provide further information.

   --
   Maddy, Infinite Kind Support

   • Edit

4. 4 Posted by hsmoliar on 09 Jun, 2025 10:18 PM

   
   Best

   H

   
   

   Harold Smoliar

   Sent from my iPhone

   
   

   On Jun 9, 2025, at 5:02 PM, Maddy <[email blocked]> wrote:
   
   

    pre { width: 92%; margin: 10px 2%; padding: 5px 2%; background: rgb(239, 239, 239); border: 1px solid rgb(214, 214, 214); } blockquote { margin-left: 0px; padding-left: 1em; border-left-width: 5px; border-left-style: solid; border-left-color: rgb(204, 204, 204); }

   // Please reply above this line ================================================== From: Maddy (Support staff) Thank you for clarifying, Harold! It seems that by default Moneydance returns to Show All upon restarting Moneydance and doesn't retain the last settings. So I’d like to run your query past the development team who may be able to provide further information. -- Maddy, Infinite Kind Support On Mon, Jun 09 at 10:02 AM PDT, hsmoliar wrote: Yes I understand that. My question was how to change the default from All to Show Only Active. Can you help with that? Thanks H Harold Smoliar Principal English horn,Pittsburgh Symphony, Retired   7027 Edgerton Avenue, Pittsburgh PA 15208    <0#> M: 412 874-1053 <tel:412 874-1053> W: http://smoliardesign.com <http://smoliardesign.com/> E: [email blocked] <mailto:[email blocked]>

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   • Edit

5. Support Staff 5 Posted by Maddy on 10 Jun, 2025 03:03 PM

   

   Thanks for letting us know about this issue!

   I've filed a ticket in our ticketing system regarding this issue and the developers are currently looking into it.

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

   --
   Maddy, Infinite Kind Support

   • Edit