account bank template request field

Catello

i would suggest you to add in the bank account template, to add the login site information.
other nice feature would be to link the credit card associated to the bank account.

sjk

Hi, @Catello. Thanks for the suggestions!

For your first suggestion, custom fields (e.g. website) can be added to your Bank Account and other items (except Secure Note), as documented here:

• Add custom fields to an item

Using those custom fields for form filling, like Login web form fields, isn't currently supported but might be with a future update.

Templates can be created like @MikeT suggested:

If you have a lot of bank accounts, what you can do is create a Bank template item, customize it to fit your locale and then save it. You can then duplicate from this blank item to fill in your bank info.

Custom categories and templates are both on our radar.

For your second suggestion, please see my reply to a similar one here:

Feature Request: Link between different categories of entries, to get one virtual entry

I hope that's helpful!