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My Preferences - Account Groups - Sort Accounts

Description

The Account Groups feature of the Balance Reporting service allows you to organize your accounts into meaningful groups. This will allow you to recall these groups quickly when preparing reports (i.e. Consolidated Balance Report and Net Change Summary Reports).

This page allows you to sort the accounts in the group. The accounts are selected from the 'My Preferences - Account Groups' page.

You sort the accounts by inputting an order number beside each group and account.

Tip
Use numbers in increments greater than 1 to allow for easy editing at another time. For example, if you use the order numbers such as 5, 10, 15, 20 etc.
you can easily add an account in between other groups/accounts (#1, 6 etc) if necessary without having to reorder all of them.