Suggestions

:speech_balloon:

Add cost basis (and other fields) to accounts in Current Finances

There are some fields that you can set for account within a plan, but not for the linked account in Current Finances.

Cost basis, fees, etc.

It’d be nice to be able to periodically update them all in the same place.

16 votes

Tagged as Suggestion

Suggested 28 March 2022 by user Ankush Gupta

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  • 28 March 2022 Ankush Gupta suggested this task

  • avatar
    Kyle Nolan

    One issue with pulling those to the top level and having plans inherit is it wouldn’t let you experiment with different values in a plan. It would also have to be hidden away in a settings pop-up or something to keep onboarding streamlined..

    29 March 2022

  • 29 March 2022 Kyle Nolan approved this task

  • avatar
    Ryan C

    Another vote for this one from me! Right now, it’s pretty painful to have to update basis (and, less frequently, ER) for accounts I own, because I can’t do it as part of my normal pass through Current Finances, and have to do it multiple times if I have multiple plans going at once.

    It would definitely be nice if it could be factored out into Current Finances so that I can set it once and have it apply to all plans.

    As a side note, it would also be nice to be able to set it as an absolute value instead of just as a % of current balance

    28 June 2023