Is there a way to reorder the accounts in my view? (edited)
alskop
Member
New to Simplifi after 20+ year Quicken user. Is there a way to reorder the accounts in my view?
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Best Answer
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Hello @alskop,
Thanks for posting your inquiry to the Community, and welcome to Simplifi!
We've had a few requests here in the Community regarding customization options for the Accounts List that I'd definitely suggest checking out and adding your vote to.
https://community.simplifimoney.com/discussion/453/let-me-categorize-accounts-4-merged-votes/p1?new=1
https://community.simplifimoney.com/discussion/1354/sub-groups-for-different-banks#latest
https://community.simplifimoney.com/discussion/1258/customized-folder-views-of-accounts#latest
https://community.simplifimoney.com/discussion/2048/add-default-account-view-options-edited/p1?new=1
Otherwise, as @RobWilk mentioned, you can totally create an Idea post requesting what specifically you're looking for so that other users can vote on it.
https://community.simplifimoney.com/discussion/998/creating-and-voting-for-ideas-in-the-community
I hope this helps!
-Coach Natalie0
Answers
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Try creating an 'idea' post with that--
-this allows voting
-voting leads to potential changes
I would likely vote for it.
-Rob—
Rob Wilkens0 -
Accounts are sorted alphabetically. You can rename the accounts or add a prefix number to the account (I.e. 1,2,3) in order to rearrange them.1
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