Alphabetize accounts on Balances tab?

Hi all! I can’t seem to find an answer for how to alphabetize (or even list in a specific order) the various accounts listed on the Balances tab. For example, under my Savings Assets, there we have multiple savings accounts, but I can’t put them in any specific order … same thing for my Credit Card Liabilities … I’d like to list them alphabetically, or in order of balance, or whatever.

Suggestions?

Take a look at the hidden columns beyond column I.

There are two equations that use “sort” - they are in cells K3 and R3.

Those equations end with the sort priority:
2, true, 4, true, 3, true

Where:
2 = Group
3 = Account
4 = Last Updated
5 = Balance
And:
true = ascending

So, the accounts are sorted by Group, then Last Updated, then Account, all ascending. Last Updated is what makes the order appear random.

If you want to sort by Account, then change both cells equations to:
2, true, 3, true, 4, true
which just swaps Account and Last Updated, so they’re sorted by Account first.

Or by Balance:
2, true, 5, false, 3, true

6 Likes

I don’t see an equation in either of those cells in either the Accounts tab or the Balances tab?

Google Sheets, Balances sheet.




Excel appears to be Balances sheet cells J4 and T4

And the syntax is a little different:
{2,5,3},{1,-1,1}

Where:
2 = Group
3 = Account
5 = Last Updated
6 = Balance
And:
1 = ascending
-1 = descending

1 Like

That explains it … I’m using Excel, not Sheets :frowning:

I updated my previous response to include Excel.

1 Like

PERFECTION! Thank you!!! :grin:

1 Like

Thanks for all the tips @Mark.S. What if we want to somehow segregate the 0 balances at the bottom without impacting the rest of the sort order. I tried setting the sort for the amounts so that the zero values are at the bottom first, but that just messed all the other sorting up. It would make for a cleaner presentation to have the 0’s at the bottom I think.

Thanks Mark!

@ cjsbabygirl313 - I didn’t know I needed this tip, but I just implemented it and appreciate your suggestion!

1 Like

Always having the zero balances at the bottom, when sorting by account names, could be done by adding another filter helper column to sort by.

Note that accounts would have a different sort position if a zero account became non-zero (some people always want a fixed order for referencing elsewhere).

There’s two formula changes - add the new filter column, and then update sort to use it.

Google Sheets

OLD:
,Indirect(Y16)},
NEW:
,Indirect(Y16),Indirect(Y16)<>0},

NEW sort (2:Group, 6:non-zero balance, 3:Account):
2, true, 6, false, 3, true

Microsoft Excel

Excel will also need two additional columns inserted before the two Full Account columns (P and Z), to make room for the helper columns.

OLD:
,Accounts!$J$2#),
NEW:
,Accounts!$J$2#,Accounts!$J$2#<>0),

NEW sort (2:Group, 7:non-zero balance, 3:Account):
{2,7,3},{1,-1,1}

1 Like

Thanks @Mark.S that is exactly what I was looking for. It just cleans up the presentation I think. Especially for those of us who have accounts that we usually keep at a zero balance. That way we can focus on the important ones! Also, Understand how this might mess up other references, but it would be great if off the bat this was offered as an option (checkbox).

Another example of how Tiller sources community solutions.

Jamie

2 Likes