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Detailed profiles for bank accounts, Payees and portfolio accounts

Continuing the great work done for “More detailed transaction fields”, it would be useful to add more detailed fields to bank accounts, payees, and portfolio profiles, similar to how this is handled in Firefly III, which I’m moving from.

These would mainly be descriptive fields, useful for keeping payment information in one place. They could also potentially be used for import/export actions, although I’m not sure how yet.

For bank accounts, this could include:

  • IBAN

  • BIC/SWIFT

  • Account number

  • Notes

  • Attachments

For payees, it could also be useful to have fields for other payment methods, for example:

  • PayPal username/email

  • Venmo username

  • Other payment-service identifiers

The same approach could also be applied to portfolio profiles, with fields relevant to the type of portfolio.

If you have other fields in mind that could be useful, feel free to add them.

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