Another Capital account idea.
Drill down from the “Capital Accounts” tab should show “Capital Sub accounts”
Successively drilling down from the Capital accounts tab should show:
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Capital accounts with “Name” and Amount (as it currently does)
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Capital Sub accounts (for that member) with sub totals and a total at the bottom (a new screen).
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Actual transactions; for that member and selected sub account (or all that members transactions if drill down on the total {which would be the same as the current bottom level member drill down})