TransType Expansion

Kh57smth

To properly track our interest payments from bonds and bond ETFs and other fixed-income assets for income tax purposes, an expansion of the INT type to mimic the types for dividends; DIV, DIVTA, DRIP, and DRIPTA would be useful so Portfolio Slicer tracks the information for income tax purposes especially when the user is making quarterly income tax installment payments to CRA.

VidasMatelis

In Transactions table there is a column "TransSubType". It was introduced so that users could have a more precise grouping of transactions. For example, for all my DRIP transactions I always enter as 2 transactions, first one as DivTA - dividends received and second one as BuyTA with TransSubType = 'DRIP'. This way to any report I can add slicer or row/column for TransSubType and then see results by TransSubType.