Is it possible to rearrange the order of accounts within an institution? (edited)

Geno

Is it possible to rearrange the order of accounts within an institution? It looks like accounts are listed in alphabetical order. I don't see where these can be rearranged.

Coach Jon

Hello @Geno,

Thanks for reaching out! We do have a great idea post requesting this ability that you may be interested in voting for and following here:

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

I hope this helps!

-Coach Jon

SRC54

The workaround is to rename them so that Simplifi rearranges them. I like mine arranged by balance.

So First US Checking becomes 1st Checking.

Capital One Savings becomes 360 Savings.

It helps to be creative. 😉

RobWilk

If you're less creative, like me, I like to use a 2-digit number in front of -all- account names

I have

01-Cap1 Spark
02-Chase Visa
03-Comenity MC
04-CitiVisa
etc

It sorts alphabetically, so putting the 0 in front if you have more than 10 accounts keeps it working for the larger number of accounts.

Technically, I have less than 10 right now, but i had more than 10 when I set it up.

-Rob