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Ability to rearrange accounts, catagories etc.

Mark23

I am sure this has been posted before but can't seem to find anything specific.

Why can't we rearrange accounts, categories, columns etc. Its really annoying, today I got a survey something about how to improve saving via Simplifi, how about completing basic features for ease of use FIRST before adding more clutter… if I want to save more money I'll use YNAB…

Anyways I have to put 1…4,5.. in front of accounts to get them in the order I need them and for the CC that changes based on which ones I am using for the month, that goes for categories and the spending watch list as well.

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Comments

RobWilk

Despite it's appearances, simp[lifi is a relatively young product by a smaller company than the old quicken, it's good but i gather they are doing the best they can to prioritize what users want and what's most important. Organizing accounts is important., but there may be more critical features.

Coach Natalie

@Mark23, thanks for posting to the Community!

The ability to rearrange accounts in the Accounts List is not currently supported in Quicken Simplifi. We do have an Idea post requesting this ability that you can vote for, though!

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

Quicken Simplifi also doesn't support the re-sorting of Categories in Settings either, as they are listed alphabetically. I'm not finding an Idea post for this specific sorting ability, so feel free to create one so other users can vote on it and our product team can review it. For more details on Idea posts here in the Community, please see our FAQ here:

https://community.simplifimoney.com/discussion/998/creating-and-voting-for-ideas-in-the-community

I hope this helps!

Mark23

Correct, I am in Prod Dev running a team of validators for industrial controls while completely different priorities are generally unrecoverable bugs, bugs that impact operation of the tooling/damage but still high on the list is ease of use. I am sure there are higher priorities but adding new features when basic ease of use is missing is poo poo….