removing a security

blair's Avatar


01 Jul, 2020 12:19 PM

What's the best way to remove a security which I donated to a charity

  1. 1 Posted by dwg on 01 Jul, 2020 09:25 PM

    dwg's Avatar

    I'm a fellow user.

    The short answer is don't.

    While you may no longer have the security you once did and in all likelihood owning that security involved having interaction with other accounts like transferring funds. If you were to delete the security you also delete all transactions involved with that security which would mean throwing out balances in those accounts.

    Unfortunately there is no way to make a security inactive or hide it so the only method to sort of get it out of the way is to prefix say a z to the front of the name to place it at the bottom of the list.

    The bottom line is that owning the security is part of your financial history, to get rid of it completely would change your history, which in turn changes the present.

  2. 2 Posted by Dan P on 02 Jul, 2020 09:11 PM

    Dan P's Avatar

    I agree with dwg. I actually did that a few years back and had a Royal mess.
    Lesson learned.

  3. System closed this discussion on 01 Oct, 2020 09:20 PM.

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