Manual Sorting of Accounts [List]

candersoninc · February 18

I’m really enjoying Simplifi, but I’d love to see an option to manually sort or reorder my accounts when viewing and selecting transactions. Currently, the account order seems fixed, and having the ability to customize this would make managing and reviewing transactions much more efficient.

Is there currently a way to manually sort accounts in the Transactions view, or are there any plans to add this feature in the future? I believe this level of customization would be really beneficial for many users.

Thank you for considering this request!

RobWilk · February 18

Vote here:

Let Me Categorize and Organize My Accounts List However I Like [edited] (10 Merged Votes)

barryh

Mar 2, 2020

Let me categorize and group my accounts however I like. I've got 60+ linked now. Some of my 'checking' accounts are really used for savings. One of my investment accounts is used as a cash/checking account. Maybe I want to separate my accounts from my spouses. Pretax vs. Post tax, etc. I would like to add one of my checking accounts to my credit cards list so I can keep that group of accounts with a positive balance. Some accounts are important, others not so much, etc.

Also: On January 23rd that idea was deemed to have gotten enough votes to be submitted to the product team - they have not yet announced if it's been accepted ("Planned") yet or not.

RobWilk · February 18

By the way, to some extend the current list is alphabeticaly, so you can, from memory & i believe, put letters in front of the account names to sort them

ex.

A-Credit card 1

B-Credit Card 2

C- Credit account 3

etc

Manual Sorting of Accounts [List]

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Let Me Categorize and Organize My Accounts List However I Like [edited] (10 Merged Votes)

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