Re: Community Discussion: Rearrange Accounts in Separate Account Section

On 03/20/23 12:14 PM, Ken Blake wrote:
> On Mon, 20 Mar 2023 12:03:50 -0400, Andrew <[email protected]> wrote:
> 
>> On 03/18/23 2:14 PM, John Pollard wrote:
>>> On Saturday, March 18, 2023 at 12:56:54?PM UTC-5, John Pollard wrote:
>>>> Community Discussion: Rearrange Accounts in Separate Account Section
>>>> Found at: https://community.quicken.com/discussion/7918056/rearrange-accounts-in-separate-account-section
>>>
>>>> ... every account in the "Separate" section of the Quicken Account Bar can be rearranged (in relation to other accounts in the "Separate" section)
>>>> just as if the account were not "Separate".
>>>>
>>>> To do that:
>>>> - Go to the Account List
>>>> - Select the account to be "rearranged"
>>>> - Click the Up (or Down) arrow until the account has been moved to the desired position.
>>>
>>> I forgot to mention that, since the ability to "rearrange" accounts was first introduced (long ago), an improved mechanism was added to Quicken.
>>>
>>> To utilize that new method for rearranging accounts:
>>> - Go to the Account List
>>> - Click the Options button (lower left)
>>> - Select "Rearrange accounts" in the resulting dropdown (*)
>>>
>>> You can use drag and drop to "move" accounts in that dialog (with the same limitations as the older method). And you can rearrange the major Account Groups (such as "Banking" and "Investing") in the Account Bar - which will also rearrange those Account Groups within the "Separate" section of the Account Bar.
>>>
>>> [ (*) You could also use "Alphabetize accounts" in the same Options dropdown to "rearrange accounts".]
>>
>> I remember when the rearrangement facility was added.  Very useful to be
>> able to alphabetically have your accounts named, but yet have the one or
>> two that you use the most at the top of each list.
> 
> Yes, but  as far as I know,  there's no way to move an account in a
> category that's not in the top category  to the top of the whole list.
> Am I right? I'd like to do that if there's a way.
I think that's correct and John can advise if I'm wrong here.

But for me, the thing is that my checking account at my primary 
institution is what I wanted to be at the top of the BANKING checking 
section which physical name collates below some of my other checking 
accounts at other FIs.  And note, that under BANKING are three what I 
will call sub-categories (checking/savings/credit cards seem to be the 
delineation) and I believe you can't move from even one of those into 
another sub-category.  But that's ok (And if fact, desirable to keep 
them separate), since I also have my primary credit card at the top of 
those sublists as well.
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Regards -

- Andrew