Removing a security from an invsetment account

Henri Thibodeau's Avatar

Henri Thibodeau

15 Nov, 2021 07:22 PM

Will removing a security from an investment account (Actions button) delete all related transactions?
I just want the security to not appear in the list of securities for the account, I don't want to erase my historical data.
Using Moneydance 2014.5
See attached Screenshot.
Thank you

  1. 1 Posted by dwg on 15 Nov, 2021 07:27 PM

    dwg's Avatar

    I'm a fellow user.

    Yes if you were to delete a security it would remove all transactions.

    It is not possible to make a security inactive and hide it, which is what you are looking to do. The best that can be done today is to preceed the name with a character like a lower case z so it appears at the end of the list and you do not have to scroll through the items.

  2. 2 Posted by Stuart Beesley ... on 15 Nov, 2021 07:38 PM

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

    As dwg says…. DON’T DO IT. In fact on the latest versions of MD we’ve had this option disabled.

  3. 3 Posted by Henri Thibodeau on 17 Nov, 2021 02:36 AM

    Henri Thibodeau's Avatar

    On Nov 15, 2021, at 2:27 PM, dwg <[email blocked]> wrote:

    Many thanks for your prompt and clear reply :)

  4. 4 Posted by Henri Thibodeau on 17 Nov, 2021 02:36 AM

    Henri Thibodeau's Avatar

    On Nov 15, 2021, at 2:38 PM, Stuart Beesley - JUST A FELLOW USER and Toolbox ‘guy’ <[email blocked]> wrote:

    Thank you for your prompt reply :)

  5. 5 Posted by Henri Thibodeau on 17 Nov, 2021 02:41 AM

    Henri Thibodeau's Avatar

    Two users have answered my question on the discussion forum - thank you

  6. Maddy closed this discussion on 17 Nov, 2021 01:30 PM.

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