Unable to delete unused securities

Lisa's Avatar

Lisa

16 Feb, 2020 10:05 PM

I have two securities created by mistake. They cannot be deleted. The typical message appears: "Unable to delete a currency that is in use." There are literally *no* transactions anywhere in *any* account that use the names. And yet I am unable to delete the securities. I have tried renaming them, searching for transactions, quitting and restarting Moneydance (2019.3 1880).

What is going on and how can these be removed permanently?

  1. 1 Posted by -Kevin N. on 16 Feb, 2020 10:18 PM

    -Kevin N.'s Avatar

    Hi Lisa,

    The 'Unable to delete...' message is usually an indication that the security is held in 1 or more investment accounts.

    Go to the 'Securities Detail' view of your investment account.
    Click the 'Remove Security' button in the upper, right-hand quadrant.
    In the resulting form, click open the drop-down list.
    If the security in question is listed there, select it
    Click OK.

    Repeat the above steps for any other investment accounts that you may have.

    Once the security is no longer held in any of your investment accounts, you should be able to delete it from Moneydance.

    Safe computing 101 dictates that you should make a backup of your data before deleting anything from your financial program.

    -Kevin N. (not a member of MD support

  2. 2 Posted by Lisa on 17 Feb, 2020 02:15 AM

    Lisa's Avatar

    Ah, thank you so much!

    This is one area of Moneydance that consistently confounds me.

  3. 3 Posted by -Kevin N. on 17 Feb, 2020 02:21 AM

    -Kevin N.'s Avatar

    Hi Lisa,

    You're welcome. I'm glad to hear that it worked out.

    I confess that, in the beginning, the process of adding & removing securities was confounding to me as well.

    Thank you for reporting back with your results.

    -Kevin N. (not a member of MD support)

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