How to re-order accounts on sidebar

Jeanette Davis's Avatar

Jeanette Davis

29 Apr, 2016 06:54 AM

I am just looking for an alternative to Quicken. I have downloaded my transactions and want to reorder the accounts on the side bar which are currently in alphabetical order which is not the best option for me. I like to re-order them for different members of the family, move up the list when reconciled to statement etc. Is this possible in Moneydance?

  1. Support Staff 1 Posted by Jenny on 29 Apr, 2016 10:42 AM

    Jenny's Avatar

    Hi Jeanette,

    The accounts in the sidebar should be listed in alphabetical order. If you'd like to see some accounts nearer the top of the list, you could rename the relevant account to begin with numbers, e.g. '1. Account Name' and '2. Account Name' etc. which will move them to the top of the list. You may need to restart Moneydance for this change to take effect.

    There is a suggestion in our system, regarding the 'Re-order of the side bar'. I've attached the ticket to this discussion and will pass your feedback to the developers. We'll notify you of any updates within this thread.

    Infinite Kind Support

  2. 2 Posted by Jeanette Tulett on 30 Apr, 2016 09:52 AM

    Jeanette Tulett's Avatar

    Many thanks for the prompt reply. I understand the option you have given however this will not work well for me as I have a lot of accounts (over 60) and like to move them up the list as I reconcile / check current status or each. I regularly move them around so would be difficult to do this easily as in Quicken. Otherwise very happy with what I have found in the program.
    Would appreciate being kept up to date with any developments in the above area.

    Many thanks

    Jeanette Davis

    Sent from my iPad

  3. 3 Posted by Deborah Bottle on 30 Jul, 2016 08:31 PM

    Deborah Bottle's Avatar

    I would also like to request this feature. I saw an old thread on this going back to 2011 with people asking for it. It's basic functionality.

  4. 4 Posted by Alan on 15 Oct, 2016 08:29 PM

    Alan's Avatar

    I am brand new to Moneydance, having been a long-term Quicken Mac user, and I am still evaluating the trial version. My part workaround for this problem is to create three new accounts: Bank chequing, Savings & Unused and then making all the other suitable accounts child accounts of these three. They are of course still sorted alphabetically but by judicious use of further master account names i.e. Bank Little Used, I am sure I can produce a list more suited to my needs. I've only been looking at Moneydance for a day now and haven't had time to see how this might impact on reports or other features.

  5. Support Staff 5 Posted by Jenny on 16 Oct, 2016 01:46 PM

    Jenny's Avatar


    Thanks for providing your feedback. There is suggestion ticket in our system regarding this, so the developers will be looking into this. Your comment essentially counts as a 'vote' for the feature, and I'll also pass your feedback to the development team. As I mentioned, I am unable to provide a timescale, but any updates regarding this suggestion will be posted to this thread. Please accept my apologies for the inconvenience.

    Infinite Kind Support

  6. 6 Posted by Carl on 29 Nov, 2016 06:47 PM

    Carl's Avatar

    I would also like to see this feature implemented. Putting a space - or multiple spaces - in front of account names works, but it is a less than elegant solution. Another "vote" for the ticket.

  7. 7 Posted by Steven on 11 Dec, 2016 08:50 PM

    Steven's Avatar

    I would also like to see this feature implemented. The fact that it has been suggested multiple times over the past 5 years (of which those other threads have been closed) should be a strong indicator of its importance.

    Alphabetical order is not the desired order for many users, including myself, nor is cluttering or maintaining account names the preferred solution.

  8. System closed this discussion on 12 Mar, 2017 09:00 PM.

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