Planning Tab Default Sort

Scott413

How do I change the default "Sort by:" field on the Planning Tab from "Date Created" to "Name"?

Scooterlam

Can you be a bit more specific? There are a number of functions under the Planning Tab.

Scott413

Under the Planning Tab>Savings Goals, the Sort by: field always defaults to "Date Created". Can you change the default to "Name"?

Scooterlam

No, it does not appear that the selection is persistent, unfortunately. "Sort by" feature seems rather limited for those with a number of savings goals.

Scott413

Thanks for reply and checking. Would be a handy update in the future.

Scooterlam

You can create an idea thread to request this feature. You might want to reference this post and elaborate more on what you want to see changed and why. Quicken reportedly uses idea posts to gauge breadth and depth of development interests, based on user voting.

mshiggins

So they finally added a Savings Goal sort feature and did not make the user’s sort preference sticky? That is almost worse than no sort feature at all.