
▲ 3 r/Boldin
Is there a way to pre-format the Plan Data download?
Currently when I download the Download Data to a Spreadsheet, it puts it in the category order of:
• Accounts
• Income
• Expense
• Contributions
• Withdrawals
• Taxes
I would prefer ...
• Income
• Contributions
• Withdrawals
• Expense
• Taxes
• Accounts
As it is, it only takes a few minutes to download an reorganize, but I was wonder-hoping that Boldin had some way to jigger the settings so it would do it automatically. Otherwise I'll just VBA it.
u/ddigwell84 — 5 days ago