Ability to Re-Organize Recurring Transactions

Cliebner
Cliebner Member
edited January 7 in Feedback

I prefer to organize my Recurring Transactions in a certain way, mainly from largest to smallest. For example, mortgage, daycare, loans, home utilities, etc. However, it seems you’re stuck with however they come out in the list (based on how they were entered). It would be nice to have the ability to shuffle them around as someone seems fit, to keep things more organized, more customized for the end user.

Comments

  • DannyB
    DannyB Superuser ✭✭✭✭✭

    Where do you want control of the order of Recurring Transactions? In the Spending Plan under Bills and Subscriptions or are you talking about how they are listed in Settings > All Recurring (Bills & Payments > All Recurring tab)?

    In the Spending Plan they are listed by due date. In the All Recurring list they are sorted alphabetically and can be viewed in one all-inclusive list or by type.

    Danny
    Simplifi user since 01/22
    Budget: a mathematical confirmation of your suspicions.” ~A.A. Latimer