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Add tax treatment classification for investment accounts with international support (#693)
* Add tax treatment support for accounts, investments, and cryptos * Replace hardcoded region labels with I18n translations * Add I18n support for subtype labels with fallback to hardcoded values * fixed schema --------- Co-authored-by: luckyPipewrench <luckypipewrench@proton.me>
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@@ -103,6 +103,23 @@ en:
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credit_card: Credit Card
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loan: Loan
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other_liability: Other Liability
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tax_treatments:
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taxable: Taxable
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tax_deferred: Tax-Deferred
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tax_exempt: Tax-Exempt
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tax_advantaged: Tax-Advantaged
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tax_treatment_descriptions:
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taxable: Gains taxed when realized
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tax_deferred: Contributions deductible, taxed on withdrawal
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tax_exempt: Contributions after-tax, gains not taxed
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tax_advantaged: Special tax benefits with conditions
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subtype_regions:
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us: United States
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uk: United Kingdom
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ca: Canada
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au: Australia
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eu: Europe
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generic: General
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confirm_unlink:
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title: Unlink account from provider?
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description_html: "You are about to unlink <strong>%{account_name}</strong> from <strong>%{provider_name}</strong>. This will convert it to a manual account."
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@@ -10,6 +10,115 @@ en:
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title: Enter account balance
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show:
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chart_title: Total value
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subtypes:
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# United States
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brokerage:
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short: Brokerage
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long: Brokerage
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401k:
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short: 401(k)
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long: 401(k)
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roth_401k:
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short: Roth 401(k)
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long: Roth 401(k)
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403b:
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short: 403(b)
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long: 403(b)
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457b:
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short: 457(b)
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long: 457(b)
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tsp:
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short: TSP
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long: Thrift Savings Plan
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ira:
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short: IRA
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long: Traditional IRA
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roth_ira:
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short: Roth IRA
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long: Roth IRA
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sep_ira:
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short: SEP IRA
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long: SEP IRA
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simple_ira:
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short: SIMPLE IRA
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long: SIMPLE IRA
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529_plan:
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short: 529 Plan
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long: 529 Education Savings Plan
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hsa:
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short: HSA
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long: Health Savings Account
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ugma:
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short: UGMA
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long: UGMA Custodial Account
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utma:
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short: UTMA
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long: UTMA Custodial Account
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# United Kingdom
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isa:
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short: ISA
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long: Individual Savings Account
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lisa:
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short: LISA
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long: Lifetime ISA
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sipp:
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short: SIPP
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long: Self-Invested Personal Pension
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workplace_pension_uk:
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short: Pension
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long: Workplace Pension
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# Canada
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rrsp:
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short: RRSP
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long: Registered Retirement Savings Plan
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tfsa:
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short: TFSA
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long: Tax-Free Savings Account
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resp:
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short: RESP
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long: Registered Education Savings Plan
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lira:
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short: LIRA
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long: Locked-In Retirement Account
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rrif:
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short: RRIF
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long: Registered Retirement Income Fund
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# Australia
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super:
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short: Super
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long: Superannuation
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smsf:
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short: SMSF
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long: Self-Managed Super Fund
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# Europe
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pea:
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short: PEA
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long: Plan d'Épargne en Actions
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pillar_3a:
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short: Pillar 3a
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long: Private Pension (Pillar 3a)
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riester:
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short: Riester
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long: Riester-Rente
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# Generic
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pension:
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short: Pension
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long: Pension
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retirement:
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short: Retirement
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long: Retirement Account
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mutual_fund:
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short: Mutual Fund
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long: Mutual Fund
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angel:
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short: Angel
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long: Angel Investment
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trust:
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short: Trust
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long: Trust
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other:
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short: Other
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long: Other Investment
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value_tooltip:
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cash: Cash
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holdings: Holdings
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