Ability to sort or rearrange Planned Spending/Spending Plan items (edited)
Comments
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Clearly the consumers are clamoring for this ability! The inability to organize the spending plan the way I want it is massively frustrating. At this point I may try renaming my categories with numbers to see if I can force it into the order I want. Has anybody else tried this?
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For anyone looking to change the display order of Planned Spending, vote above!
For anyone looking to change the sort order of Watchlists on the MobileApp, make sure to vote for the Idea Post below.Currently, while Watchlists are not exactly random, they’re not in any useful order. They are displayed in date order created, which is exceedingly unuseful.
Chris
Quicken Desktop user since 2014.
New to Simplifi in 2021.0 -
I'm guessing you are referring specifically to Planned Spending category arrangement.
My Planned Spending cats are sorted alphabetically which is fine for me. If I wanted a different arrangement, until user customization is implemented, I would add a letter to the beginning each cat title. For example, if I wanted my Housing Upkeep cat to appear at the top of the list, I would rename it A-Housing Upkeep and then in descending order at B, C, D, E… for any other cats I want to see in a particular order. I suppose using numbers could accomplish the same goal.
I use the alphabet scheme for my Watchlists where I monitor all my top level or parent categories.
Danny
Simplifi user since 01/22
”Budget: a mathematical confirmation of your suspicions.” ~A.A. Latimer1 -
I agree a way to organize categories into subcategories or at least in the order I want to view them on the page is needed. I have side stepped the issue by adding numbers before the category names to group the categories I want together and in the order I want.
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