Dis-(associate) securities from a specific investment account
Hello;
I've just registered securities (stocks, etc.) in one investment account, but when I created another investment account, I just can't use these securities, because they aren't avaiable.
I think that's because Moneydance associates the securities in the investment account where I create them, but I don't want it.
So, is there a way do disassociate them? I think is a problem to re-add all the securities again for each new investment account I created.
The attached may illustrate the problem.
Thank you in advance.
Cristiano
Shares_avaiable_new_investment_account.jpg
Avaiable_shares_already_opened_account_-_same_data_file.jpg
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1 Posted by Stuart Beesley ... on 25 Nov, 2021 04:22 PM
In the investment account. In the register. Top right. Actions. Add/remove security. Note: you cannot remove a security if it has txns. Yes, 1 security can be added to multiple investment accounts.
2 Posted by derekkent23 on 25 Nov, 2021 11:00 PM
I am not support staff, just a user.
Hi cristianoutrabo
When you create a security it in in fact available to all investment account you set up. You should NOT set up the same security for each investment account you create. When you perform a buy transaction in a new investment account for the security to be included in the Security dropdown, as your screen shot, you must first in the Security Detail tab click the Add Security button and add the required security.
Hope this helps
3 Posted by Panagiotis on 05 Dec, 2021 06:17 PM
Hi all,
I have exactly the same issue with cristianoutrabo and i cannot seem to find a way to make a security (stock) available to more than one investment accounts.
When adding a security from within an investment account it gets associated and is available for transactions only for this specific account.
If I add the security from Tools --> Securities --> + then it is not available in the list of securities in any of my investment accounts.
Please provide detailed steps for adding a new security that is available to all investment accounts.
Kind Regards,
Panagiotis
4 Posted by Stuart Beesley ... on 05 Dec, 2021 06:32 PM
… and on each of these investment accounts, you have gone to the Securities tab and then top right clicked Actions and then clicked add Security?
5 Posted by Panagiotis on 05 Dec, 2021 06:39 PM
Right... that did the trick, thanks so much for clearing this out Stuart. I was missing that last step to associate the newly created security with each of the investment accounts by adding the security from within the account.
Thanks again!
6 Posted by dwg on 05 Dec, 2021 08:32 PM
When you use Tools --> Securities you are creating a global security definition and the place where the security price history is stored for that security.
When you add the security to the Investment Account you are effectively telling Moneydance to create a sub account for this security inside that Investment account and this is used for the transactions for that security.
7 Posted by cristianoutrabo on 06 Dec, 2021 05:40 PM
Thyank you all for the help;
The issue was solved using the security globally created in each specific account.
However, it's not clear how to do this in a first moment, the user have to find this way trying in the software.
System closed this discussion on 07 Mar, 2022 05:40 PM.