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:

  • provider
  • accountNumber

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.