Rearrange accounts in the Account Bar

You can rearrange accounts in the Account Bar to match how you think about your finances. For example, you might group frequently used accounts at the top, separate business and personal accounts, or organize accounts by priority instead of account type. This helps you find accounts faster and keeps your workspace aligned with your workflow.

Open the Rearrange Accounts panel

You can open the Rearrange Accounts panel from multiple places in the interface.

Use the Settings icon

This method opens the full rearrange view for all accounts.

1. In the Account Bar, select the Settings (gear) icon.

2. Select Rearrange accounts.

Use the context menu

This method is available when you right-click an account or account group.

1. In the Account Bar, right-click:

   • An account, or

   • An account group header (for example, Banking or Investing).

2. Select Rearrange accounts.

Reorder accounts and groups

The Rearrange Accounts panel displays all account groups and their accounts. You can change the order using drag-and-drop or menu options.

Drag and drop

This is the primary way to reorder items.

1. Select and drag:

   • An account to move it within a group or to another group.

   • An account group to change its position in the list.

2. Drop the item where you want it to appear.

A visual indicator shows where the item will be placed before you release it.

Use move options

You can also use the menu for precise positioning.

1. In the Rearrange Accounts panel, select the More (three dots) icon next to:

   • An account, or

   • An account group.

2. Choose one of the following:

   • Move Up

   • Move Down

   • Move to top

   • Move to bottom

Save or reset your changes

After rearranging accounts, you can either keep or discard your changes.

• Select Done to save your changes.

• Select Reset to return to the last saved arrangement.

If you select Reset, you will be prompted to confirm that you want to revert your changes.

Tips

These small adjustments can make the Account Bar easier to use day to day.

• Place your most-used accounts near the top to reduce scrolling.

• Reorder accounts within a group to reflect how often you use them.

• Move entire account groups (such as Banking or Investing) to prioritize what you see first.

• If the layout becomes confusing, use Reset to quickly restore the previous arrangement.