Using schemas or the admin area to set ff expenditures.

Will the ability to have set expense types for clients / advisors to use for ffs be implemented ? Most clients need the prompts to think what they spend on. Until open banking this will be very much required and even then many clients may not want to use open banking, but a benefit could be the set areas would give a validation to the expenditures to match to.

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Upvoters
Status

Rejected

Board
💡

Feature Request

Tags

Fact Find

Date

About 4 years ago

Author

James Newton

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