Suggestions

:speech_balloon:

Reorder accounts in various lists

I would like the option to arrange the order of accounts to my taste. I have spreadsheets and reports from my financial advisor as well as Quicken and I would want to rearrange the accounts in PL to match these reports and not have to mentally match a line on one report to the line in PL. I can already do this in the Current Finances screen and in the Plan, but here’s where that doesn’t match: * click on the Assets circle on Current Finances; it shows all the accounts in order of size. not the order of the listed accounts on the Current Accounts page (e.g., when the investments tab is clicked). * In the Year pane at far right of Plan, when you click open Net Worth and by individual, that is also in order of size. * In the Plan, when using Stacked by Account, the order does match the order of the Accounts column below the graph. So that’s perfect. * There might be other displays I haven’t seen yet.

1 vote

Tagged as Suggestion

Suggested 03 April by user Mark S.