Re-order my accounts

Can I re-order my Accounts in Float

Jane Gilhooly avatar
Written by Jane Gilhooly
Updated over a week ago

Float will automatically pull through the entire chart of Accounts from your Accounting software which will be displayed alphabetically in the cash flow table.ย 

We realise that this might not be the ideal layout for everyone, so you can now customise the order of the accounts in the table to match your accounting software.ย 

To do this, click on the Table options dropdown and then Personalise accounts section from the main cash flow page.


From here, simply click, drag and drop individual lines from within cash in or cash out into place.

If you would like to find out how to change an account to cash in or cash out, please click here.

Bundling multiple accounts together into a group can also help to tidy up the cash flow table, read how here. Creating a group.

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