New Investment "Description" and "Memo" notes

[ThomasK]

Hi Mark,

When we create a New Investment I think that, in addition to the "Description", it would be great to have the ability to include a "Memo". I'm thinking that it would be good to see in the Data Register a note on the first transaction/opening of an investment. Of course I go into the Data Register to put my note under "Memo".

In fact, both Description and Memo for the New Investment could indeed be the same thing? Perhaps a check box to create from "Description" a duplicate "Memo" for a New Investment?

Just a thought,
Thomas

[Mark]

Hi Thomas,

Makes sense, thanks for the feedback.

[Houstonwb]

Does the "Description"/"Memo" field truncate (perhaps at 50 characters)? I have a windy description of beneficiaries in my portfolio/sub-portfolio Memo field that seems to get cut off when I run (and Export to CSV) a custom report to import into Excel.

Description For investments their "Description" field, for sub-portfolios their "Memo" field

[Mark]

Hi Houstonwb,

Yes, it does have a limit of 49 characters.