Suggestions

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Ability to Duplicate Real Assets linked from Current Finances into a plan

I want the ability to mess around with Real Assets and currently I have to copy them manually from the saved versions in Current Finances. I want to be able to duplicate them within a plan.

1 vote

Tagged as Suggestion

Suggested 27 September 2023 by user Amos

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  • 27 September 2023 Amos suggested this task

  • avatar
    Kyle Nolan

    Hmm I thought there was a duplicate button already within the more options drop-down on the Real Asset form in the plan interface(?)

    27 September 2023
  • avatar
    Amos

    I did a pretty thorough search after seeing your comment and was not able to locate anything. If it is there, it is not readily findable.

    28 September 2023
  • avatar
    Kyle Nolan

    Ah I see, it may be the case that items specifically inherited from Current Finances can’t be duplicated within a plan, but new items created within a plan can already be duplicated.

    IIRC this is due to some data model differences (e.g. assets defined in Current Finances don’t include fields like down payment amounts, etc).

    01 October 2023

  • 01 October 2023 Kyle Nolan approved this task