Security types and subtypes

jsg72's Avatar


23 Jan, 2017 02:01 AM

It seems that with Moneydance 2017, the Security Type and Subtype field are gone from the "Edit Security" pop-up. I can still set them when a security is created, but how can they be updated after that?


  1. 1 Posted by dwg on 23 Jan, 2017 03:21 AM

    dwg's Avatar

    I think you are looking at the wrong popup.

    Go into the Investment Account the security is in, click on the "Security Detail" button, select the desired security then use the Edit Security button that is under the summary data

  2. 2 Posted by jsg72 on 23 Jan, 2017 04:30 AM

    jsg72's Avatar

    Yes, you're right. Thanks! Sorry about that!

    I did notice that when I upgraded to 2017 my subtypes seem to be gone. In the "Asset Allocation" graph, I still see the pie chart divided by types and subtypes (that I had in Moneydance 2015), but when I edit any security, the list of available subtypes is empty. I can add new ones, but the old ones are gone.

  3. 3 Posted by Tom Freeman on 23 Jan, 2017 09:49 PM

    Tom Freeman's Avatar

    Its a bug. I am putting a bug ticket in for this

    Tom Freeman
    Infinite Kind Support

  4. System closed this discussion on 24 Apr, 2017 09:50 PM.

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