Create Custom Account Types

pbryn1983

Allow users to create custom account types (e.g. Private Placement, REIT).

This idea is similar to one proposed by @Kevp123 in this now-closed thread:

https://community.simplifimoney.com/discussion/comment/66085#Comment_66085

[Edited - Enabled Link]

Coach Kristina

Hello @pbryn1983,

Thank you for coming to the Community to share your feedback! There are many feature requests asking for similar capabilities or for specific types of accounts. Please take a look, and add your vote + a comment to ones you'd like to see implemented in the future:

https://community.simplifimoney.com/discussion/8056/ability-to-create-custom-account-types-edited

https://community.simplifimoney.com/discussion/453/let-me-categorize-and-organize-my-accounts-list-however-i-like-edited-10-merged-votes

https://community.simplifimoney.com/discussion/15003/add-an-account-type-for-equity-accounts-edited

https://community.simplifimoney.com/discussion/5727/add-401a-as-an-account-type-edited

https://community.simplifimoney.com/discussion/10053/canada-specific-investment-account-types-edited

https://community.simplifimoney.com/discussion/4947/hybrid-bank-investing-account-type

https://community.simplifimoney.com/discussion/9422/please-add-an-investment-account-type-for-donor-advised-funds-daf

https://community.simplifimoney.com/discussion/538/add-457b-retirement-account-type-edited

https://community.simplifimoney.com/discussion/1797/add-cryptocurrency-as-an-investment-account-type-edited-1-merged-vote

https://community.simplifimoney.com/discussion/1202/new-account-type-gift-card

https://community.simplifimoney.com/discussion/3604/add-an-hsa-investment-account-type-edited

If what you want isn't addressed by the posts linked above, please provide more details about what you would like to see added/changed.

I hope this helps!