How to Drag and Drop

Drag and drop is fun! We replace the up and down arrows with a better way to organize your tax categorizations.

It's best to drop a row, immediately below the Tax Category or Group top row.

How to Un-group

To un-group, you can drag an account out of the group and under its respective tax line to break it out individually. Here is a video showing how to ungroup by dragging and dropping a row out of group


If you drop into the last row of an Account Type, (eg Expenses) the row will have no Account Type. This will affect your reports. To fix it, simply drag the row back to an Account Type.

We have a release that plans to handle these cases better. Stay tuned!

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