Re: Community Discussion: Rearrange Accounts in Separate Account Section

On 3/26/2023 3:10 PM, John Pollard wrote:
> On Monday, March 20, 2023 at 2:21:45 PM UTC-5, Andrew wrote:
>> On 03/20/23 12:14 PM, Ken Blake wrote:
>>> On Mon, 20 Mar 2023 12:03:50 -0400, Andrew 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)
> 
> I called them "subgroups".
> In my hierarchy, an Account type of "Checking" is by default in the subgroup
> "Spending" within the "Banking" group.
> 
>> and I believe you can't move from even one of those into another sub-category.
> 
> You can change the "subgroup" of some accounts by changing their account "Intent"
> (found on the "Display Options" tab of the Edit Account Details dialog.
> 
> You can, for example,
> change the "intent" of an "Account type" of Checking from "Spending" to "Savings,
> and of an "Account type" of Savings from "Savings" to "Spending".
> You can change the "Intent" of an "Account type" of Checking to the subgroup "Investing" or "Asset" .
> And you can  change the "intent" of an "Account type" of Cash from "Spending" to "Savings".
> 
> Making that type of "Intent" change will cause the account to appear in a different subgroup,
> where it's position in the Account Bar can be changed in relation to the other accounts within the same subgroup.
> 
> So you could put all Account type Checking, Savings, and Cash in the same subgroup ("Spending" for example),
> then rearrange those accounts in that subgroup in any order you choose. Example:
> Checking 1
> Savings 1
> Cash 1
> Checking 2
> Savings 2
> Cash 2

Thanks for that John....now I'll go back and see if I can clean anything 
up that might be clearer in another "subgroup".
-- 
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Regards -

- Andrew