Inv Acc Category selection by Action (rather than Account default)

aguille's Avatar


07 Jan, 2023 12:19 PM

I never understood why the default category for Investment Accounts was set at account level rather than transaction type.

On an investment account having a default category of Broker commission makes sense for trades but not for dividend receipts.
Please can we have a default category for each Action selected to improve the processing of transactions.

thank you

  1. System closed this discussion on 08 Apr, 2023 12:20 PM.

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