Account order won't change

Tony Luers
Tony Luers Member ✭✭✭

After numerous issues trying to fix my account after the Net Benefits OL-220 problem, I just about have everything repaired.

My problem is the account order display. 1 account kept coming up incorrect, I deleted and added again, but now the account is at the bottom of the page and I can't get it to the top. In the account list it shows it at the top, but it's on the bottom on the page. I've restarted Quicken and the computer, but no change.

Suggestions?

Comments

  • Hello @Tony Luers,

    Thank you for reaching out to the Community and telling us about this issue.  I'm sorry to hear you're running into this problem. When you say the account shows at the bottom of your page, do you mean at the bottom of the list of accounts (on the left hand side of the screen unless you change from the default settings)? If so, then to edit the order in that list, click on the gear icon at the upper right of that list (see example below) and select Rearrange accounts.

    Once you select that option, the list of accounts will switch to a display that lets you drag and drop to re-order accounts. Note: It will let you re-arrage only within the account type; it won't let you move an investment account up where the checking accounts are, for example.

    Once you have moved the account to the desired position on the list, click on the Done button to save your changes.

    Thank you.

    Quicken Kristina

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  • Tony Luers
    Tony Luers Member ✭✭✭

    Hello Quicken Kristina

    Actually, the list of accounts on left side is correct, it's the main page that is wrong.

    I've gone to the account list under tools, moved that account to the top, but it still displays on the bottom of the page.

    So, Fidelity American IRA is at the top of the accounts list on the left side, it is at the top of the accounts list in tools, but is actually displayed at the bottom of the main page.

    I did just try the gear icon as you suggested, it showed the account at the bottom but let me move it to the top.

    Thank you!

  • Thank you for your reply,

    Just to confirm, were you able to get it to display the way you wanted it to?

    Thank you.

    Quicken Kristina

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  • Tony Luers
    Tony Luers Member ✭✭✭

    Quicken Kristina

    Yes I did, Thank you.

  • Thank you for your reply,

    I'm glad to hear the issue is resolved.

    Thank you.

    Quicken Kristina

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This discussion has been closed.