Inactive Securities not showing up in Securities Detail

pctomac's Avatar

pctomac

25 Feb, 2025 01:17 PM

Mac OS 15.3.1
MD 2024.2 (5146)

Searching for a security that had been marked as Inactive does not show up in Securities Detail. How do I find that security now?

Thanks.

  1. Support Staff 1 Posted by Maddy on 25 Feb, 2025 01:56 PM

    Maddy's Avatar

    Hi,
    Thank you for contacting Moneydance support.

    Firstly, we would recommend installing the latest update.

    If you purchased Moneydance on our online store:

    Moneydance 2024.4 (5253) is available for downloading from this page.

    You should choose to overwrite or manually uninstall the previous version.


    If you are running the Mac App Store version:

    You should be able to download Moneydance by signing into the Mac App Store with the same Apple ID used at the time of purchase.


    Then, you should launch Moneydance and navigate to Tools->Accounts. Using the search field you can enter the account name.
    Double click on the security name and uncheck the 'Inactive' feature.

    Please keep us posted on your progress, Thank you!

    --
    Maddy, Infinite Kind Support

  2. 2 Posted by pctomac on 25 Feb, 2025 02:32 PM

    pctomac's Avatar

    Hi Maddy, I updated to latest version and still can't find inactive securities displayed in Securities Detail. I inadvertently marked a security as Inactive and now can't find it to reverse the error. I ran a report which shows the security but I can't figure out a way to get back to it to uncheck the inactive status.

    Thanks.

  3. 3 Posted by pctomac on 25 Feb, 2025 02:36 PM

    pctomac's Avatar

    A bit more info: I checked through the entire Securities Detail list and found only 1 inactive security listed as I would expect it (grayed out). All other inactive securities are no longer listed.

    Thanks.

  4. 4 Posted by pctomac on 25 Feb, 2025 02:38 PM

    pctomac's Avatar

    Maddy, I see this discussion is marked as Private. I'm not sure why that is. I didn't designate as such. Can you make it public so others might offer suggestions?

    Thanks.

  5. 5 Posted by derekkent23 on 25 Feb, 2025 03:59 PM

    derekkent23's Avatar

    I am not support staff, just a user.
    Hi pctomac

    Try looking under TOOLS – ACCOUNTS towards the bottom of the list.

    Hope this helps.

  6. 6 Posted by pctomac on 25 Feb, 2025 11:03 PM

    pctomac's Avatar

    Thanks derekkent23, that worked!

  7. 7 Posted by derekkent23 on 26 Feb, 2025 07:54 AM

    derekkent23's Avatar

    I am not support staff, just a user.
    Hi pctomac

    Glad I was able to help.

    Have Fun, Stay Safe.

  8. Maddy closed this discussion on 26 Feb, 2025 11:30 AM.

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