Basic contribution/allowance reporting for UK Cash/Stocks & Shares ISAs.
ISA accounts need to have a description matching the regular expression:
/(Closed )?(Cash|Stocks & Shares) ISA ?/
Deposits from all non-ISA accounts will be assumed to be making contributions unless they are:
- Income accounts with a name (or parent name) of:
- "Dividends"
- "Interest"
- Mutual Fund accounts
- Stock accounts
Other ISA types are not supported.