I'm sure I'm not alone when I say I do a lot of reconciliations with different financial institutions. Using the Banking Tool, I'm trying to figure out if there is a way to re-order the windows in such a way to place or group, accounts that share the same bank together. In other words, I have some clients who have multiple credit cards with Capital One, but the windows at the top of the screen are spread out between other Asset and other Liability accounts. I'd like to be able to see all the same bank liability accounts together so that when I'm in the bank credit card account online, I can simply look at all the accounts across the top of the screen as I pull up all the accounts on the credit care website.
Looking at Account Numbers, doesn't seem to help. Looking at the Account Name doesn't seem to matter. Are they in the order of the date they were created perhaps? Any explanation would be helpful. Thank you. Picture shows the Windows within the Banking Routine. Underneath shows the two accounts that I would like grouped together in Banking which are grouped together in the COA.
