--- title: Move Accounts description: Learn how to re-order your Accounts after your Scenario is built --- [Skip to content](https://help.planguru.com/knowledge/planguru-app-online/move-accounts#main-content) [![PlanGuru Help Center](https://help.planguru.com/hs-fs/hubfs/logo_PlanGuru_helpcenter.png?width=360&height=50&name=logo_PlanGuru_helpcenter.png)](https://help.planguru.com/knowledge?hsLang=en) - [Your Tickets](https://help.planguru.com/tickets-view) - [Sign out](https://help.planguru.com/_hcms/mem/logout) Open main navigation Close main navigation - [Your Tickets](https://help.planguru.com/tickets-view) - [Sign out](https://help.planguru.com/_hcms/mem/logout) - [Submit a Ticket](https://help.planguru.com/tickets-view/new) [Submit a Ticket](https://help.planguru.com/tickets-view/new?hsLang=en) Hello. What do you need help with? - There are no suggestions because the search field is empty. 1. [Help Center](https://help.planguru.com/knowledge?hsLang=en) 2. [PlanGuru App (Online)](https://help.planguru.com/knowledge/planguru-app-online?hsLang=en) 3. [Setup & Import](https://help.planguru.com/knowledge/planguru-app-online?hsLang=en#setup-import) # Move Accounts ## Learn how to re-order your Accounts after your Scenario is built     The ability to **reorder accounts** is important for building financial models in a format that works best for budgeting, forecasting, and reporting. When importing accounts into PlanGuru: - From **QuickBooks or Xero** → Account order mirrors your accounting system. - From **Excel** → Account order follows how you map them during import. However, if you’ve added a new account, removed unused ones, or want to restructure your Chart of Accounts, you can easily move accounts within PlanGuru. --- ### 1️⃣ Accessing the Reorder Tool 1. Expand the **left-side menu bar**. 2. Go to **Utilities** → **Reorder Accounts**. 3. PlanGuru enters **Move Accounts mode** — in this state, all you can do is move accounts. ![Re-order Accounts](https://help.planguru.com/hs-fs/hubfs/Re-order%20Accounts.png?width=383&height=430&name=Re-order%20Accounts.png) --- ### 2️⃣ Moving Accounts Within a Section To move an account up or down: 1. Click the **icon to the left of the account** to select the row. 2. Hover your mouse over the row border until the cursor changes to a **directional arrow**. 3. Hold **Shift** on your keyboard. 4. **Click, hold, and drag** the row up or down. 5. **Release the mouse click first**, then release **Shift** at the desired position. ![Move Account](https://help.planguru.com/hs-fs/hubfs/Move%20Account.png?width=542&height=238&name=Move%20Account.png)   --- ### 3️⃣ Confirming Your Changes After reordering accounts: - Click **Confirm & Move Accounts** at the top of the screen. - Your model will reload with the updated account order. - You can then continue normal tasks like applying projection methods. ![Confirm Account](https://help.planguru.com/hs-fs/hubfs/Confirm%20Account.png?width=519&height=215&name=Confirm%20Account.png) --- ### Moving Accounts During Import When importing accounts via **Excel**: - After mapping accounts, you can **move accounts up or down before finalizing** the import. - In this import window, simply **click and drag** (no need to hold Shift). ![Review Accounts](https://help.planguru.com/hs-fs/hubfs/Review%20Accounts.png?width=670&height=225&name=Review%20Accounts.png) --- ### Example: Adding a New Account Scenario: You’ve added a new expense account in your GL and re-imported. 1. Import and map accounts — the new account will appear at the **bottom of the section**. 2. Complete the import. 3. Once the scenario loads, go to **Utilities → Reorder Accounts**. 4. Select the account above the new account → hold Shift → move it **down**. 5. Select the new account → hold Shift → move it **up** to the correct position. 6. 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