Reordering Accounts

Changing the Order with Drag and Drop

    Select My Finances → Accounts in the left vertical menu.
  • If the menu is not visible, click the menu icon in the top-left corner.
  • In the mobile app, tap Accounts in the bottom toolbar.
    In the web app, drag and drop the accounts to change their order.
  • In the mobile app, first tap the Reorder Accounts icon in the top toolbar. The Reorder Accounts panel opens. Drag and drop the accounts to change their order, then tap Save.


Auto-Sort Accounts

    Click the menu icon (three horizontal dots) of any account.
    Select Sort Accounts A–Z. The accounts will be sorted alphabetically.