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>
This commit is contained in:
LPW
2026-01-18 11:29:02 -05:00
committed by GitHub
parent 6ec03e93f4
commit 64dc5c2fb8
14 changed files with 488 additions and 23 deletions

View File

@@ -103,6 +103,23 @@ en:
credit_card: Credit Card
loan: Loan
other_liability: Other Liability
tax_treatments:
taxable: Taxable
tax_deferred: Tax-Deferred
tax_exempt: Tax-Exempt
tax_advantaged: Tax-Advantaged
tax_treatment_descriptions:
taxable: Gains taxed when realized
tax_deferred: Contributions deductible, taxed on withdrawal
tax_exempt: Contributions after-tax, gains not taxed
tax_advantaged: Special tax benefits with conditions
subtype_regions:
us: United States
uk: United Kingdom
ca: Canada
au: Australia
eu: Europe
generic: General
confirm_unlink:
title: Unlink account from provider?
description_html: "You are about to unlink <strong>%{account_name}</strong> from <strong>%{provider_name}</strong>. This will convert it to a manual account."

View File

@@ -10,6 +10,115 @@ en:
title: Enter account balance
show:
chart_title: Total value
subtypes:
# United States
brokerage:
short: Brokerage
long: Brokerage
401k:
short: 401(k)
long: 401(k)
roth_401k:
short: Roth 401(k)
long: Roth 401(k)
403b:
short: 403(b)
long: 403(b)
457b:
short: 457(b)
long: 457(b)
tsp:
short: TSP
long: Thrift Savings Plan
ira:
short: IRA
long: Traditional IRA
roth_ira:
short: Roth IRA
long: Roth IRA
sep_ira:
short: SEP IRA
long: SEP IRA
simple_ira:
short: SIMPLE IRA
long: SIMPLE IRA
529_plan:
short: 529 Plan
long: 529 Education Savings Plan
hsa:
short: HSA
long: Health Savings Account
ugma:
short: UGMA
long: UGMA Custodial Account
utma:
short: UTMA
long: UTMA Custodial Account
# United Kingdom
isa:
short: ISA
long: Individual Savings Account
lisa:
short: LISA
long: Lifetime ISA
sipp:
short: SIPP
long: Self-Invested Personal Pension
workplace_pension_uk:
short: Pension
long: Workplace Pension
# Canada
rrsp:
short: RRSP
long: Registered Retirement Savings Plan
tfsa:
short: TFSA
long: Tax-Free Savings Account
resp:
short: RESP
long: Registered Education Savings Plan
lira:
short: LIRA
long: Locked-In Retirement Account
rrif:
short: RRIF
long: Registered Retirement Income Fund
# Australia
super:
short: Super
long: Superannuation
smsf:
short: SMSF
long: Self-Managed Super Fund
# Europe
pea:
short: PEA
long: Plan d'Épargne en Actions
pillar_3a:
short: Pillar 3a
long: Private Pension (Pillar 3a)
riester:
short: Riester
long: Riester-Rente
# Generic
pension:
short: Pension
long: Pension
retirement:
short: Retirement
long: Retirement Account
mutual_fund:
short: Mutual Fund
long: Mutual Fund
angel:
short: Angel
long: Angel Investment
trust:
short: Trust
long: Trust
other:
short: Other
long: Other Investment
value_tooltip:
cash: Cash
holdings: Holdings