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Change the display order of your accounts

You can change the order in which your accounts appear from the Account Summary page, or the Organize Accounts & Scenarios page.

Changing the display order of your accounts from the Account Summary page

  1. Head to the Account Summary page (Manage > Account Summary)
  1. Drag and drop the accounts into your preferred order using the drag handles in the top left corner of each account
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Changing the display order of your accounts from the Organize Accounts and Scenarios page

  1. Go to Organize Accounts & Scenarios (Manage > Organize Accounts & Scenarios)
  1. Drag and drop the accounts into your preferred order
Notion image
 
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