sort Account subtypes in Banking
Under Banking type, there are 5 subtypes (checking / savings / CD etc). Credit is its own type.
However in dashboard Accounts section, Credit (shown as subtype) is nested under Banking type, which leads to Credit accounts been shown between Checking and Savings. This is quite confusing.
How can I make the dashboard show account types in a consistent order?
* Banking
* Checking
* Savings
* Credit
* Liability
Best Answer
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I personally like the way Simplifi lists the accounts. But others wish the accounts list was sortable.
The current list places your most likely daily spending accounts together (checking, credit cards) followed by your non daily spending accounts (Savings). This works well for me.
Danny
Simplifi user since 01/22
”Budget: a mathematical confirmation of your suspicions.” ~A.A. Latimer1
Answers
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checking and savings are both cash accounts. At least there should be an option to sort account types in a way that matches how they are grouped
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