Savings Goals, what determines the order?
RobWilk
Superuser ✭✭✭✭✭
Before I ask for the order to change (or be drag-and-drop-able like other parts of app), can someone (whether another user or simplifi staff) tell me their best understanding of how Simplifi goals are sorted for display?
To all appearances:
-They are not alphabetical (or reverse alphabetical)
-They are not sorted by goal amount
-They are not necessarily in the order (or reverse order) that they were entered
I sequentially entered goals as:
step 1, step 2, step 3, step 4, step 5, step 6, step 7
(Where each goal is a 'useful subgoal', and the higher goals need not be reached but each goal puts me in a better position in the future. Higher goals build on lower goals.)
And they are displayed on three lines on my screen on the goals page as:
Line 1: step 7, step 6, step 5
Line 2: step 2, step 3, step 4
Line 3: step 1
(note line 1 the numbers descend, line 2 the numbers ascend.)
To all appearances:
-They are not alphabetical (or reverse alphabetical)
-They are not sorted by goal amount
-They are not necessarily in the order (or reverse order) that they were entered
I sequentially entered goals as:
step 1, step 2, step 3, step 4, step 5, step 6, step 7
(Where each goal is a 'useful subgoal', and the higher goals need not be reached but each goal puts me in a better position in the future. Higher goals build on lower goals.)
And they are displayed on three lines on my screen on the goals page as:
Line 1: step 7, step 6, step 5
Line 2: step 2, step 3, step 4
Line 3: step 1
(note line 1 the numbers descend, line 2 the numbers ascend.)
—
Rob Wilkens
Tagged:
0
Best Answer
-
@RobWilk here is a post with the answer to your great question. This one also includes a link to an idea post related to sorting them differently.
https://community.simplifimoney.com/discussion/1856/savings-goals-sort-order
Let me know if this doesn't answer all your questions.Chris
Quicken Desktop user since 2014.
New to Simplifi in 2021.2
Answers
-
Thanks, I voted it up, and commented on the idea post. I know I probably "should" have tried searching the forum before I ask questions like this (I have a 'disorganized thought' disorder, which may be why i don't do that.).
—
Rob Wilkens0
This discussion has been closed.