Hi there 👋

together we can discuss new ideas, suggestions and solve issues to make our service even better for you. How would you rate your experience?

Changelog

together we can discuss new ideas, suggestions and solve issues to make our service even better for you.

together we can discuss new ideas, suggestions and solve issues to make our service even better for you.

Under Review

Plans - Transactions

emma

It would be incrediby useful to have a sum total of all the transactions .

eg we have input many lines of dividends that a client has received but there is no total?

Would also be helpful to filer typres of transactions and get totals for each

2 months ago

tracy_holdt

marked this post as Planned

2 months ago

tracy_holdt

marked this post as Under Review

2 months ago