Manual Sorting of Accounts [List]

candersoninc

I’m really enjoying Simplifi, but I’d love to see an option to manually sort or reorder my accounts when viewing and selecting transactions. Currently, the account order seems fixed, and having the ability to customize this would make managing and reviewing transactions much more efficient.

Is there currently a way to manually sort accounts in the Transactions view, or are there any plans to add this feature in the future? I believe this level of customization would be really beneficial for many users.

Thank you for considering this request!

RobWilk

Vote here:

https://community.simplifimoney.com/discussion/453/let-me-categorize-and-organize-my-accounts-list-however-i-like-edited-10-merged-votes

Also: On January 23rd that idea was deemed to have gotten enough votes to be submitted to the product team - they have not yet announced if it's been accepted ("Planned") yet or not.

RobWilk

By the way, to some extend the current list is alphabeticaly, so you can, from memory & i believe, put letters in front of the account names to sort them

ex.

A-Credit card 1

B-Credit Card 2

C- Credit account 3

etc