Investment Types and Subtypes

Roger Bennett's Avatar

Roger Bennett

08 Oct, 2020 09:56 AM

When entering new Mutual Fund investments is it possible to create your own subtypes instead of choosing what's on offer within the system. I have UK Equity , UK Income , European Growth funds etc. It would be good if we could add our own subtypes so that when we produce reports we can see the Mutual fund split. Thansk

This discussion was closed! See this FAQ for more information:

  1. Security Subtypes

    You may want to create a new investment subtype to track your securities in more detail.

    Creating a custom subtype is one way to add additional tracking information. This is especially helpful when holding non-traditional investments such as peer-to-peer notes, precious metals, or barter items.

    To create a new investment subtype, open your investment account register.
    Select "Actions" at the top r...

    See more..

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