Is it possible to rearrange the order of accounts within an institution? (edited)

Geno · October 20

Is it possible to rearrange the order of accounts within an institution? It looks like accounts are listed in alphabetical order. I don't see where these can be rearranged.

Coach Jon · October 20

Hello @Geno,

Thanks for reaching out! We do have a great idea post requesting this ability that you may be interested in voting for and following here:

https://community.simplifimoney.com/discussion/453/let-me-categorize-and-organize-my-accounts-list-however-i-like-edited-10-merged-votes

I hope this helps!

-Coach Jon

SRC54 · October 20

The workaround is to rename them so that Simplifi rearranges them. I like mine arranged by balance.

So First US Checking becomes 1st Checking.

Capital One Savings becomes 360 Savings.

It helps to be creative. 😉

RobWilk · October 20

If you're less creative, like me, I like to use a 2-digit number in front of -all- account names

I have

01-Cap1 Spark
02-Chase Visa
03-Comenity MC
04-CitiVisa
etc

It sorts alphabetically, so putting the 0 in front if you have more than 10 accounts keeps it working for the larger number of accounts.

Technically, I have less than 10 right now, but i had more than 10 when I set it up.

-Rob

Is it possible to rearrange the order of accounts within an institution? (edited)

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