Ability To Create An Optional Account Type
It would be useful to be able to create an optional Account type.
Here's what I mean, I have a number of investment company accounts listed under the "Investment' account type. Some of those investment company accounts are after tax accounts and some are before tax retirement accounts, like IRA accounts (in USA). It would be useful to be able to get those two broken out for report purposes, account balances report, for exmple.
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System closed this discussion on 29 Oct, 2022 01:50 PM.