Income Categories💡Feature RequestContacts (Clients / Prospects / Employees / Introducers)Sep 9, 2022Please add 'Defined Benefit Pension' and 'annuity' as an income categoryPosted by Andrew Neligan · Sep 9, 2022Status: Accepting Feedback2 comments4
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Andrew Neligan
Jul 2
•Merged request
•2 votes
Additional Income Definitions
it would be useful if in the drop list of income types ‘Defined Benefit Pension’ and ‘State Pension’ pension were added as options
Katarzyna Searle
May 14, 2025
This was requested 2 years ago - these categories are really important when adding transactions