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Data Management Suggestions
started a topic
3 months ago
Rename Fixed deposits to deposits , Add asset name/sub type like in other assets : "Savings/fixed/recurring/corporate/P2P" , Shift liquiLoans from Other assets to Deposits
Allow to copy an existing FD or other asset
Add new type of other asset "NPS"
Add growth rate in other assets just like interest rate in FD
Add Global Equity as a percentage in composition in other assets.
Include current value of FD into goal achieved Calculation , future value of FD into the goal projection calculations , same for other assets if growth rate is added.
In CAS import , de-select own ARN by default, to avoid duplicate entries
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