Valuation Report - ISA Allowances used in investment tab

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

Tags

Valuation report

Date

Over 1 year ago

Author

Abi Hortin

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