tag:infinitekind.tenderapp.com,2009-01-14:/discussions/switching-from-another-personal-finance-program/650-how-to-get-a-security-to-appear-in-the-portfolio-view-of-an-accountInfinite Kind: Discussion 2018-10-18T14:04:00Ztag:infinitekind.tenderapp.com,2009-01-14:Comment/382084692015-11-06T20:44:05Z2015-11-06T20:44:42ZHow to get a security to appear in the Portfolio View of an account?<div><p>Does this security show up in the other accounts that hold it.
If you currently own a security it should show on the portfolio
view.</p>
<p>Select the securities detail tab. From the scroll window in the
right hand box. Select the Ishares security that has the
transaction you mentioned below. Take a screen shot of the entire
securities detail window and attach it to this thread.</p>
<p>The best method for deleting securities is to from the toolbar
select tools . securities. In the security list that shows select
the security you wish to delete and press the "-" button at the
bottom of the window. You should be prompted with a do you wish to
delete prompt. If there are transactions to the security you will
not be able to delete from here but from the account that holds the
transactions. If the security is deleted you should see it removed
from the list.</p>
<p>Tom Freeman<br>
Infinite Kind Support</p></div>Tom Freemantag:infinitekind.tenderapp.com,2009-01-14:Comment/382084692015-11-09T18:58:43Z2015-11-09T18:58:43ZHow to get a security to appear in the Portfolio View of an account?<div><p>Dear Mr. Freeman,</p>
<p>Thanks for your response to my question.</p>
<p>As it happens, I finally gave up trying to delete the security.
Instead,<br>
I did a second export of data from Quicken, this time paying
careful<br>
attention to Moneydance's advice on such exports as well as
Quicken's<br>
own advice on exports. The result was a clean export that lacked
the<br>
problematic security.</p>
<p>I'm enjoying using Moneydance. It works beautifully for me.</p>
<p>Ronald Wyllys</p></div>rew