New Investment Account category, or additional Bank Account "Types"
mjfaga
Community Member
It would be great to add investment accounts to the list of things we can track in the application. Currently, you allow "Bank Account", but there is no way for me to plug information in for my brokerage accounts, 401k accounts, or IRA/Roth IRA accounts.
0
Comments
-
Custom item types (a.k.a. templates) are on the list of requested features.
Please not that you can remove standard fields and add custom fields, organized as you like in custom sections, to any item type.
I hope that will meet your needs.
0
This discussion has been closed.