Each account name must be unique, no matter where it is located in the chart of accounts. Even a small difference, such as a number or a space, will work. For example, the following are all different enough that each would work as an account name:
- XYZ STOCK #1
- XYZ STOCK A
- XYZ STOCK 11-99
- XYZ STOCK/JOHN
This would be an excellent situation in which to use Account Qualifiers, a powerful and under-used feature of Financial Navigator. For more information on Account Qualifiers, please refer to FN Help or to the Account Qualifiers Forum, which appears in the Account Management category.
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Renée Trudeau
Financial Navigator Service Provider