Security price entry settings

Kenn Laurie's Avatar

Kenn Laurie

25 Apr, 2026 08:28 PM

Hi,

is there a way to remove investments no longer held from the price entry screen? I have both boxes checked for active and with balance but there are several investments in the list that I no longer hold

  1. Support Staff 1 Posted by Maddy on 28 Apr, 2026 11:58 AM

    Maddy's Avatar

    Hi Kenn,
    Thank you for contacting Moneydance support.

    Please, can you send us a screenshot of what you're seeing.
    If required, you can read instructions for taking a screenshot here:
    https://www.take-a-screenshot.org/

    To add it as an attachment to this discussion, please click on "Browse" below your next post.

    Thank you

    --
    Maddy, Infinite Kind Support

  2. 2 Posted by K L on 28 Apr, 2026 01:33 PM

    K L's Avatar

    Hi, I'm not comfortable sending an image of my investments. I think this is
    pretty straight forward, when I am updating share prices there are many in
    the list that I no longer hold. The question is how to configure so they
    don't appear.

    *Kenn L*
    *"a virtual voyager"*

    On Tue, Apr 28, 2026 at 7:58 AM Maddy <[email blocked]>
    wrote:

  3. Support Staff 3 Posted by Maddy on 28 Apr, 2026 01:52 PM

    Maddy's Avatar

    In order to update security prices, you can use the Quotes and Exchange Rates or the Quote Loader extensions. Which of these are you using?

    --
    Maddy, Infinite Kind Support

  4. 4 Posted by K L on 28 Apr, 2026 01:55 PM

    K L's Avatar

    It is the "security price entry" under the extensions tab

    *Kenn L*
    *"a virtual voyager"*

    On Tue, Apr 28, 2026 at 9:52 AM Maddy <[email blocked]>
    wrote:

  5. 5 Posted by dwg on 28 Apr, 2026 10:11 PM

    dwg's Avatar

    In the latest version of the Security Price Entry Extension, there is an option to "Only Show active Securities".

    I have V1.08 installed.

  6. 6 Posted by K L on 29 Apr, 2026 10:00 AM

    K L's Avatar

    correct and the box is checked as well as the box for "balances only"

    Why is this so difficult?

    *Kenn L*
    *"a virtual voyager"*

    On Tue, Apr 28, 2026 at 6:11 PM dwg <[email blocked]> wrote:

  7. 7 Posted by dwg on 29 Apr, 2026 11:45 AM

    dwg's Avatar

    My experience is that the extension only shows active securities when this box is checked.

  8. 8 Posted by Stuart Beesley ... on 29 Apr, 2026 12:06 PM

    Stuart Beesley (Mr Toolbox)'s Avatar

    I presume you are on build 108 of the extension. I just tried it and it definitely works... Perhaps you have a balance on those securities somewhere? Run toolbox, currently menu, DIAG: Can I delete a Security (where used) and see what it says for one of these?

  9. System closed this discussion on 29 Jul, 2026 12:10 PM.

Comments are currently closed for this discussion. You can start a new one.

Keyboard shortcuts

Generic

? Show this help
ESC Blurs the current field

Comment Form

r Focus the comment reply box
^ + ↩ Submit the comment

You can use Command ⌘ instead of Control ^ on Mac