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joisagile's avatar
joisagile
Occasional Contributor
8 days ago

Suggested fields for different categories

I suggest the following for categories and content within a categories:

Under Social Security add: Medicare number, Medicaid number, Hospital effective date, Medical effective date

Need category for Investment accounts: 401K, IRA, Roth, Inherited IRA, Inherited Roth, 529 plan, ABLE account.  I'm sure there are many more accounts, especially for retirement that I have missed.

Have a combined category of credit/debit cards and electronic payment accounts. How about a category for keys such as OpenAI API key.  Category for insurance and a category for trusts