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TheInfiniteKind / moneydance_open

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Add filtering to Securities window #46

Closed Derekkent23 closed 7 months ago

Derekkent23 commented 3 years ago

Add INACTIVE tick box to securities selected under TOOLS - SECURITIES, to filter out unused securities from other selection lists. As with accounts under TOOLS – ACCOUNTS they could be greyed to denote tick box is ticked, but still editable.

sreilly commented 3 years ago

This list of securities should be filterable by used/unused/non-zero-balance/etc. There should also be a quick-search field to filter the list, and let's also show more information in the list. There's no reason this list of securities can't include the current price, last-updated date, exchange, base currency, and other information.

dwg1957 commented 3 years ago

The ability to mark securities as inactive like we can accounts and categories is an often requested feature and is especially needed by those that have a lot of obsolete securities, that using the often suggested workarounds would create a lot of work.

Derekkent23 commented 7 months ago

Inactive box added at some point to window under TOOLS - ACCOUNTS for each Security held in an Investment Account.