# Sorting in General Ledger Summary

**URL:** <https://forum.manager.io/t/sorting-in-general-ledger-summary/22264>\
**Category:** Uncategorized\
**Created:** [May 31, 2019, 12:21pm UTC](https://forum.manager.io/t/sorting-in-general-ledger-summary/22264 "2019-05-31T12:21:29Z")\
**Posts on this page:** 9\
**Page:** 1

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**Author:** ![novica](https://sea1.discourse-cdn.com/flex019/user_avatar/forum.manager.io/novica/32/7414_2.png) [@novica](https://forum.manager.io/u/novica)\
**Post date:** [May 31, 2019, 12:21pm UTC](https://forum.manager.io/t/sorting-in-general-ledger-summary/22264/1 "2019-05-31T12:21:29Z")

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Moving this to a new topic, since it seems more appropriate

> [@General Ledger code starting with 0](https://forum.manager.io/t/general-ledger-code-starting-with-0/22244/9):
>
> Simultaneously, the built-in `Code` field definitely does allow you to sort reports. I am not sure what you meant by that comment.

It is possible I have misconfigured something, or I’m blind to some feature - I don’t know, but I believe that since I started using Manager the General Ledger Summary is sorted like this:  
Income  
Expenses  
Assets  
Liabilities  
Equity

Are you saying that I can somehow reorder this (without using a spreadsheet)?

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**Author:** ![Joe91](https://sea1.discourse-cdn.com/flex019/user_avatar/forum.manager.io/joe91/32/35781_2.png) [@Joe91](https://forum.manager.io/u/Joe91)\
**Post date:** [May 31, 2019, 1:33pm UTC](https://forum.manager.io/t/sorting-in-general-ledger-summary/22264/2 "2019-05-31T13:33:49Z")

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I think you can only affect the order within the broad classes (Income, Expenses, etc)

I am intrigued as to why you would want to change the order of the classes (Income, Expenditure, Assets, Liabilities and Equity) which is the standard order for all accounts, as far as I am aware.

You can change the format on the Balance Sheet report (Assets = Liabilities + Equity or Assets - Liabilities = Equity) but the order remains the same

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**Author:** ![Tut](https://sea1.discourse-cdn.com/flex019/user_avatar/forum.manager.io/tut/32/3286_2.png) [@Tut](https://forum.manager.io/u/Tut)\
**Post date:** [May 31, 2019, 1:38pm UTC](https://forum.manager.io/t/sorting-in-general-ledger-summary/22264/3 "2019-05-31T13:38:32Z")

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@novica, what you list are groups, not accounts. The discussion in the thread you linked to was about accounts. Groups behave slightly differently from accounts. Here are the general principles governing both:

- Income statement groups can be ordered however you wish using their `Code` fields.
- Income statement groups can also be named however you wish.
- Major balance sheet groups (_Assets, Liabilities,_ and _Equity_) cannot be edited. Their names and order are fixed according to long accounting tradition.
- New balance subgroups can be edited and ordered.
- Within groups, whether income statement or balance sheet type, accounts can be ordered using the `Code` field.
- Ordering of income statement groups takes priority over ordering of accounts within the groups. In other words, if you change the order of groups, all accounts within a group move with the group. The same is true of subgroups on the balance sheet.
- In all General Ledger reports (Trial Balance, General Ledger Summary, and General Ledger Transactions), income statement groups display first, then balance sheet groups. That cannot be changed. However, within that broad guideline, both group and account order match the Summary and Chart of Accounts.
- On the General Ledger Transactions report only, group names do not appear by design.

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**Author:** ![novica](https://sea1.discourse-cdn.com/flex019/user_avatar/forum.manager.io/novica/32/7414_2.png) [@novica](https://forum.manager.io/u/novica)\
**Post date:** [May 31, 2019, 1:54pm UTC](https://forum.manager.io/t/sorting-in-general-ledger-summary/22264/4 "2019-05-31T13:54:26Z")

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Actually I don’t want it changed for myself but some banks and auditors ask for a different order of things so I have to comply.

It sucks.

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**Author:** ![novica](https://sea1.discourse-cdn.com/flex019/user_avatar/forum.manager.io/novica/32/7414_2.png) [@novica](https://forum.manager.io/u/novica)\
**Post date:** [May 31, 2019, 2:02pm UTC](https://forum.manager.io/t/sorting-in-general-ledger-summary/22264/5 "2019-05-31T14:02:40Z")

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Thanks @Tut. I think I am familiar with all if these albiet not in such succinct way. I also think it is possible to change the code on the main income/expense group?

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**Author:** ![Tut](https://sea1.discourse-cdn.com/flex019/user_avatar/forum.manager.io/tut/32/3286_2.png) [@Tut](https://forum.manager.io/u/Tut)\
**Post date:** [May 31, 2019, 2:59pm UTC](https://forum.manager.io/t/sorting-in-general-ledger-summary/22264/6 "2019-05-31T14:59:43Z")

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Not correct. Those can be edited and their order will change. It just happens they are the only groups coded by default. Otherwise, they would display in (English) alphabetical order.

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**Author:** ![novica](https://sea1.discourse-cdn.com/flex019/user_avatar/forum.manager.io/novica/32/7414_2.png) [@novica](https://forum.manager.io/u/novica)\
**Post date:** [May 31, 2019, 10:04pm UTC](https://forum.manager.io/t/sorting-in-general-ledger-summary/22264/7 "2019-05-31T22:04:52Z")

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These are screenshots from the Northwind sample company:

 ![Screenshot_20190601_000110](https://us1.discourse-cdn.com/flex019/uploads/manager1/original/3X/d/7/d722fbc9bc393c80a462ec98d6b46220c98329b6.png) ![Screenshot_20190601_000129](https://us1.discourse-cdn.com/flex019/uploads/manager1/original/3X/f/a/fac22327fe9b6b0dcc2279a0623e259e99f8ef0e.png)

This is what I mean when I say that I can change the code for the main Income group.

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<div class="post-metadata">

**Author:** ![Tut](https://sea1.discourse-cdn.com/flex019/user_avatar/forum.manager.io/tut/32/3286_2.png) [@Tut](https://forum.manager.io/u/Tut)\
**Post date:** [May 31, 2019, 11:31pm UTC](https://forum.manager.io/t/sorting-in-general-ledger-summary/22264/8 "2019-05-31T23:31:32Z")

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I think I misunderstood your next to last post, @novica. I apologize. I read your post to say you thought it was **impossible** to change the order of the main income and expense groups. So I wanted to tell you that it was **possible**.

I originally read your post on my phone. Now that I see it on my bigger screen, I see my mistake. So, if I am understanding your last post correctly, yes, this is where you change the order of the groups on the profit and loss statement by editing the `Code` in group definitions.

Again, I am sorry for the confusion.

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**Author:** ![Ealfardan](https://sea1.discourse-cdn.com/flex019/user_avatar/forum.manager.io/ealfardan/32/63166_2.png) [@Ealfardan](https://forum.manager.io/u/Ealfardan)\
**Post date:** [January 18, 2023, 3:01pm UTC](https://forum.manager.io/t/sorting-in-general-ledger-summary/22264/9 "2023-01-18T15:01:29Z")

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