Add provider name and account number fields to account edit UI
Author: atlaswilksCreated May 24, 2026Updated Sep 19, 2026
Labelsfeature
Feature Request
The accounts database schema and CSV export already include the following fields:
provideraccountNumber
However, these fields are not currently exposed in the account creation or edit UI.
Use case
For users tracking a family portfolio, being able to record the provider name and account number against each account is essential for:
- Emergency reference (so family members can identify accounts if needed)
- Tax reporting (identifying which provider holds which asset)
- General record keeping
Request
Please expose these existing fields in the Add/Edit Account UI so users can set and update them without needing direct database access.
Source: wealthfolio/wealthfolio