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 right of the register, then select "Add Security".

If necessary click "New Security" and create the new security.

Alternatively, select an existing security from the dropdown menu.

Then look for the Subtype field and select 'Edit' to the right of this.


In the window that opens, you can add or delete security subtypes.

Once created, these subtypes will be available for selection in the "Subtypes" drop down menu, in the previous window.