How can I change the order of my funds?
This article explains how you can change the order in which you would like funds to appear within ExpensePlus.
To do this:
- Go to Settings -> Fund Settings
- Click the up/down arrows in the 'Order' column to update the order of your funds.
Note: when entering transactions, the fund order isn't important, as ExpensePlus automatically filters the fund field as the user types the fund name.
So you are best to order funds based on how you would like them to appear within your financial reports.
Top Tip: Ordering your funds by 'fund type' in the same order they appeared in your last year-end accounts, will make it easier to compare your accounts with the financial reports within ExpensePlus.
To better understand the Finance Reports module, please view the module overview video here.