Though you cannot drag and drop financial instruments into a preferred order, Asset-Map does allow for some arranging. Here are a few things to know to see financials displayed in a preferred order on the Asset-Map Report:
1. The order of financials is first determined first by import linked, then by type within a group of financials, then location by alpha-numeric naming, and lastly by decreasing value.
2. To re-order assets in a specific area on the map (i.e.: Retirement assets, Income assets, Insurance assets, Non-retirement assets, Liabilities, and Residences) please number or alphabetize the 2nd text field of the financial (usually Location or Source/Purpose).
The financials will appear in order based upon import status, type, then by 2nd text field starting with A or 1, then dollar value.
In the example below, "A" in "Another Bank" is placed above "W" in Which Bank?
Another example could be using numbers in the 2nd field.
Tags: sort, order, reorder, instruments, organize, rearrange, arrange, drag, move
6/2026