Remove Security

Melvyn Litvin's Avatar

Melvyn Litvin

27 Apr, 2023 01:59 PM

Under Security Details and then Actions and Delete Security a message appears' Security Accounts That Are Referenced by Transactions or Reminders Cannot Be Removed. ???
Please advise

  1. Support Staff 1 Posted by Maddy on 27 Apr, 2023 02:25 PM

    Maddy's Avatar

    Hi Melvyn,
    Thank you for contacting Moneydance support.

    That is correct! The software will not allow you to remove a security that is in use.
    In order to delete a security you would have to delete or amend any transaction that uses that security, once all transactions have been removed/changed, you can remove that security from the Investment Account. Finally you should navigate to Tools -> Securities to remove it.

    In turn, you should highlight each investment Account listed in the Side Bar.
    Then in the Security Detail tab click Remove Security and use the dropdown to select the security you want to delete. Then OK –> YES to delete the Security.

    You must do this for each investment Account.

    I hope this information is helpful. Please let us know if you have further questions or need more assistance.

    Maddy, Infinite Kind Support

  2. 2 Posted by Melvyn Litvin on 01 May, 2023 11:43 AM

    Melvyn Litvin's Avatar

    Dear Maddy
    Thank you for your help. Problem solved.
    Melvyn Litvin

    Sent from Mail<> for Windows

  3. Support Staff 3 Posted by Maddy on 02 May, 2023 09:39 AM

    Maddy's Avatar

    Excellent news!

    I'm glad to hear it.

    I'll close this discussion for now, but please do not hesitate to contact us again, if you need further assistance.

    Maddy, Infinite Kind Support

  4. Maddy closed this discussion on 02 May, 2023 09:39 AM.

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