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how do i change the order in which accounts are listed on a net worth report?

BPOLSTER

the accounts listed on my net worth report are in a random fashion. how can I change the order in which the accounts are presented?

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Accepted answers

bmciance

Frankly, I think you would be better off exporting it to Excel and changing it there. Then you can get it exactly the way you want.

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volvogirl

Are they alphabetical? You can edit the name so they get listed in the order you want. Like maybe add a number to the front of the name.

bmciance

You can't really change the order of the accounts. However, they are not in random order. They are actually sorted by the type of account and then alphabetical within the type. For example first is checking, then savings then cash. Within each of these the accounts are alphabetical.

bmciance

BPOLSTER

thank you volvogirl. they are not alphabetical. I need them to be in a different order than alphabetical. I thought about adding a number but I need to send to the bank and was hoping for a different way than adding the number. prefer to be able to create standard report format.

BPOLSTER

thank you bmciance. i will see if i can change the account type to get them closer to what i need.

bmciance

Frankly, I think you would be better off exporting it to Excel and changing it there. Then you can get it exactly the way you want.

BPOLSTER

Good point. thanks.