Would you be able to set it up so we can sort the Accounts per bank and the Banks list on the Transactions > Banks page? And then use this sort order on the Dashboard > Accounts list?
On Transactions > Banks, open the ⋯ menu beside Connect Bank and pick Reorder banks.
You get a compact list of every bank with its accounts nested underneath. Drag a bank to move it, or drag an account to reorder it inside its bank. Banks mix freely regardless of how they were added, so a manual account can sit above a connected one.
Changes save as you make them, so Done just closes the mode.
The order you set carries straight through to the Accounts card on your Dashboard. There is a Reset to default order link if you ever want the balance-based sorting back.
Thanks for the request! I’ll be using this myself personally :)!
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Comments2
team@waypointbudget
Sep 10
This is built and goes out in the next release.
On Transactions > Banks, open the ⋯ menu beside Connect Bank and pick Reorder banks.
You get a compact list of every bank with its accounts nested underneath. Drag a bank to move it, or drag an account to reorder it inside its bank. Banks mix freely regardless of how they were added, so a manual account can sit above a connected one.
Changes save as you make them, so Done just closes the mode.
The order you set carries straight through to the Accounts card on your Dashboard. There is a Reset to default order link if you ever want the balance-based sorting back.
Thanks for the request! I’ll be using this myself personally :)!
Niels Damgaard
Sep 10
Thank you for doing this it’s awesome!