Account types

PAUL MALLEY's Avatar

PAUL MALLEY

12 Aug, 2022 10:24 AM

Would be so useful to add a new category of investment account or even just a new category of asset which could be freeformed. Would allow better reporting to capture the purpose of accounts e.g. estate planning

  1. System closed this discussion on 11 Nov, 2022 10:30 AM.

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