sort Account subtypes in Banking

username3 Member
edited May 10 in Feedback

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


  • username3

    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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