Investment accounts TAGS and NOTES

srferrier

Kindly add the ability to enter TAGS and NOTES to Investment accounts, which is the case for Checking and Savings accounts.

Thx!

Jim_Harman

Are you referring to adding Tags and Notes to transactions in investing accounts?

If so, you can already add Tags to cash transactions such as Deposit, Withdraw, and MiscExp in an Investing account. When you enter the Category for the transaction, follow it with a forward slash and the Tag to use, like Travel/Denver.

You can't currently add a Note to an investing transaction, but you can add a Memo.