Add a Generic Notes Field for each account, cash flow, insurance, etc. | Voters

Add a Generic Notes Field for each account, cash flow, insurance, etc.

complete

Rich Eddy

A generic "notes" field for each item could be useful for both advisor and client. A Rollover IRA might have a note that reads "...from old employment at XYS Corp." A Property like a home might have the Zillow link to it in a note, etc.

October 25, 2025

Taylor Stewart

marked this post as

complete

Added to accounts. Will consider best way to add to incomes and other cash flow items

Taylor Stewart

marked this post as

in progress

Taylor Stewart

Adding a generic text box to each account input sidebar.
You can also currently add Notes for the general client file by clicking the notepad icon in the header of the client file. 
Notes can be accessed in the Household tab (Profile -> Household) or by clicking the Household name in the bottom left of the side panel inside a client file.