Suggestions
:speech_balloon:
In Plan view, Accounts, add "Roth Conversions <timeframe>" in small type under Name
When I set up a Roth Conversion, it would be helpful to see a summary in small print under the Name in Plan > Accounts (in Detailed View) on the left side (opposite the Growth and Dividend lines). I would edit the Name, but it’s set in Current Finances. There’s also no way to add a Note to the Account (another suggestion!). Thanks.