Sort rows and transactions
Reorder the current tab by amount, name, payment state, date, or import source without changing the underlying data.
This guide covers the board Sort menu, including:
- sorting transactions inside a tab
- sorting rows in grouped tabs
- clearing sort back to the tab default
- where sort is and is not available
Where to find sorting
Use the Sort button in the board header.
On wider screens the button shows the word Sort. On smaller screens it may show only the sort icon.
If a tab has an active sort, Budgee shows a count on the Sort button. The count tells you how many sort settings are different from the default.
What sorting changes
Sorting changes how the current tab is displayed.
It does not:
- edit transactions
- change transaction dates or amounts
- change categories, contacts, bank accounts, or allocations
- change the underlying accounting data
Think of sorting as a view setting for the tab.
Two things you can sort
The Sort menu can include two sections:
- Rows
- Transactions
Rows appears only on grouped tabs.
Transactions appears on ordinary transaction tabs and grouped tabs.
Row sort options
Row sorting controls the order of groups in a grouped tab. For example, if a tab is grouped by category, row sorting changes the order of the category rows. If a tab has nested groups, Budgee sorts the rows within each level.
| Option | What it does |
|---|---|
| Manual | Uses the tab's normal saved or default row order. |
| A-Z | Sorts rows by name. |
| Amount | Sorts rows by the largest visible total first. |
Important details for amount sorting:
- Budgee uses the visible range on the board, not all historical data.
- Before and After catch-all columns are not used for the row amount sort.
- Incoming and outgoing rows are both ranked by size.
- If two rows have the same amount, Budgee falls back to alphabetical order.
Transaction sort options
Transaction sorting controls the order of cards inside each column or group.
| Option | What it does |
|---|---|
| Date | Uses the date currently displayed for the transaction. This can reflect due date, expected date, payment date, or a scenario-adjusted display date. |
| Amount | Puts the largest visible amounts first. Budgee sorts by size, not direction. |
| A-Z | Sorts transactions by description. |
| Payment state | Groups transactions by status so overdue and unpaid items are easier to review. |
| Import source | Groups transactions by where they came from, such as Xero, CSV, or Budgee. |
The payment state order is:
- overdue unpaid actuals
- unpaid actuals
- unpaid forecast transactions
- paid transactions
Inside those groups, Budgee still uses date and amount to keep the order predictable. Inside each import source, Budgee falls back to the normal date order.
Clearing sort
Choose Clear sort to reset the tab back to:
- row sort: Manual
- transaction sort: Date
The count on the Sort button disappears once there are no active sort changes.
Where sorting is available
Sorting is available on:
- ordinary transaction tabs
- grouped tabs
Sorting is not available on:
- dashboards
- financial statement tabs
Financial statement tabs keep their accounting statement order so totals and sections stay readable.
Useful ways to use sort
- Sort rows by Amount to see the biggest categories or contacts in the visible range.
- Sort transactions by Amount to find the largest payments in a period.
- Sort transactions by Payment state to review overdue or unpaid actuals first.
- Sort transactions by Import source after an import to check where cards came from.
- Use A-Z when you are scanning a long grouped tab.
A simple mental model
- row sort changes the order of groups
- transaction sort changes the order of cards
- sort is saved on the tab
- clearing sort returns the tab to manual rows and date-ordered transactions