Dis-(associate) securities from a specific investment account

cristianoutrabo's Avatar

cristianoutrabo

25 Nov, 2021 03:51 PM

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

  1. 1 Posted by Stuart Beesley ... on 25 Nov, 2021 04:22 PM

    Stuart Beesley - JUST A FELLOW USER and Toolbox ‘guy’'s Avatar

    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. 2 Posted by derekkent23 on 25 Nov, 2021 11:00 PM

    derekkent23's Avatar

    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

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