Posting for Qi Financial @Jane Dearing @Tracy Sansom and co. It would be helpful to have on the valuation report what ISA allowance has been used in the investments tab so the report can be used as part of the annual review process to easily analyse where GIA>ISA transactions need to be actioned for the tax year.
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Feature Request
Valuation report
10 months ago

Abi Hortin
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Accepting Feedback
Feature Request
Valuation report
10 months ago

Abi Hortin
Get notified by email when there are changes.