Securities imported as categories

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05 Jul, 2015 05:34 PM

I have successfully imported 15 years data from my Quicken files into Moneydance There were a few problems but they were easy to isolate. There are some things I would like help with though.

About six securities were imported as categories. They have zero balances but when I go to delete them I get the warning message that requires me to type yes to confirm deletion. I am reluctant to do this because I don't want to mess up the data. How should I deal with this.

I entered a divx transaction in an investment account and did not enter the category dividend income because that is done automatically in Quicken. The transaction was miscategorised to an expense category and when I tried to correct the category I could not get any income categories to display in the category field. I had to delete the transaction and reenter it. In Moneydance is it not possible to recategorise a transaction from income to expense and vice versa?

Lastly, is it safe to delete a security which is no longer owned but still appears in the investment accounts registers?

  1. 1 Posted by Tom Freeman on 06 Jul, 2015 07:59 PM

    Tom Freeman's Avatar

    You can make the securities inactive. Go to tools > categories, select the security then click edit. Now toggle on inactive. This will keep them from showing up on the scroll down menu.

    You should be able to edit the category filed of the div transaction to any of the income/expense categories. I am not sure why this happened. Did you double click the transaction to bring it into edit mode? Were you able to scroll completely down the category menu when you selected the category field.

    If it happens again, please take a screen shot of the transaction and attach it to the thread. A simple hint is when you are entering in a category field if you put in the first few letters the scroll down menu will narrow the choices down.

    If you delete the security you will delete all the transactions associated with that security. Is there a reason you wish to remove the security?

    Tom Freeman
    Infinite Kind Support

  2. 2 Posted by G Holland on 07 Jul, 2015 07:25 PM

    G Holland's Avatar

    I did set the categories as inactive. Being new to the programme I wasn't sure if there would be a problem with having a security as both a category and a security.

    As regards editing the divx transaction I couldn't scroll beyond the expense categories in the category field. If it happens again I will provide you with more info.

    I wanted to remove some securities I no longer own just to reduce the list. As a follow on question why do some securities appear on the summary page "Stock Price" list and others not? It doesn't seem to relate to current ownership.

  3. 3 Posted by Tom Freeman on 08 Jul, 2015 09:42 PM

    Tom Freeman's Avatar

    When creating securities in MD the default is to show on summary page. When you imported from Quicken some of the securities may have imported with show on summary toggled on and others toggled off.

    To toggle show on summary page on go to the securities detail window for that security, click the history button, then click edit next to the name. The show on summary page toggle on/off should be at the bottom of the window.

    Tom Freeman
    Infinite Kind Support

  4. 4 Posted by G Holland on 12 Jul, 2015 04:18 PM

    G Holland's Avatar

    Sorry, I didn't give you enough info. I imported about 100 securities into Moneydance and they were all automatically tagged to appear on the summary page. About 30 securities did not appear on the summary page even though they were tagged. I have since discovered that I can solve the problem by editing the security and untagging it and then reediting it and tagging it. It must be an import glitch.

    Although I am new to Moneydance I really like what I see so far and have committed to migrating from Quicken. Just one negative comment - some more context sensitive help would really assist a new user. I find that I have to keep the user guide open in the background so that I can get more help when I need it.

  5. System closed this discussion on 19 Mar, 2016 04:59 AM.

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