Security Types and Subtypes

Melissa O Aboitiz's Avatar

Melissa O Aboitiz

25 Oct, 2019 03:15 AM

When I add a security from the Tools menu, it does not provide for adding the type and subtype. I have to add the subtype and type when I add the security to the Investment Account. Would it not make more sense to do this from the main securities page?

  1. 1 Posted by derekkent23 on 25 Oct, 2019 09:26 AM

    derekkent23's Avatar

    I am not support staff, just a user.
    Hi Melissa

    There are many users including myself were this would be a disadvantage.
    I hold two investment accounts, one taxed, one untaxed. These accounts hold many of the same securities. Being able to set different Subtype’s allows me to differentiate the security as a taxed or non-taxed holdings. In reports these are splits into two sections which would not possible if I could only set one subtype per security.
    Other users may well use the flexibility that setting different types allows.

    Hope this helps.

  2. System closed this discussion on 24 Jan, 2020 09:30 AM.

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