Can you consider splitting Assets and Liabilities from Plans? Liabilities would include things like Credit Card balance, Tax Owed, Outstanding Loans etc. A liabilities summary would then includes all of the above as well as any plans that had been loaded on such as Mortgage. An Asset summary would include Main Residence, Other Property, Personal Possessions, Valuables etc and then all other plans such as Investment/Pensions.
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Completed
Feature Request
Plans
Over 3 years ago

kevinmccarthy
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Completed
Feature Request
Plans
Over 3 years ago

kevinmccarthy
Get notified by email when there are changes.