investment property update

[frankpazulski]

Thanks Mark for adding custom categories to the investment properties type. Any plans to include a percentage field as well. Would be helpful with balanced funds and target date funds that aren't exactly one fund type. I realize investment goals, asset types and sector allow this flexiblity but are being used for other breakdowns. Would allow user more flexiblity. Thanks
Frank

[Mark]

Hi Frank,

Do you mean percentages for the "Investment Type" choice, like Stock, Fund, Bond, etc?

[frankpazulski]

Yes Mark, and have them add to 100%.
Frank

[Mark]

Hi Frank,

Okay, understood, thanks for the feedback.