Ordering Budgets

User Need

When you create or accept invitations to several different budgets (e.g., “Family”, “Personal Wallet”, “Flower Shop”, “Home Renovation”), your main screen can become unstructured.

The sorting feature allows you to organize your dashboard yourself: bring the most important and frequently used budgets to the very top of the list for quick access, and move less active ones down.

Available to all users The display order of budgets is strictly a personal setting. It is available to all members regardless of their role (Admin or Member). If you change the order of a shared budget, it will not affect the order in which this budget is displayed on the screens of other members. Everyone customizes their dashboard the way it suits them best.

Where to find it

Reordering takes place in the list management mode on the main screen. UI Path: In the bottom menu, go to the Money tab -> Tap the floating button with a pencil icon in the bottom right corner.

Steps: How to reorder budgets

The application uses an intuitive Drag-and-Drop mechanic:

1. Open the main screen with the list of budgets (the Money tab).
2. Tap the floating button (pencil icon) to activate the editing mode (Edit Mode).
3. In this mode, a Drag indicator icon (looks like 6 dots or 3 horizontal lines) will appear next to the name of each budget.
4. Press and hold this icon on the desired budget until the card visually “lifts” slightly (a shadow appears).
5. Without releasing your finger, drag the card up or down the list to your desired position. The other cards will automatically move apart.
6. Release your finger.
7. To exit editing mode and see the final result, tap the Back arrow in the app or the system “Back” button on your phone.

Expected Result

Your new order is saved automatically and instantly in the background exactly when you release your finger. You do not need to press any additional “Save” button.

Pop-up notifications (Toasts) about the successful saving of the order are intentionally hidden. This is done to avoid spamming you with notifications if you decide to swap several budgets in a row.

Frequently Asked Questions (Q&A)

Is my budget order synchronized across devices? Yes. Your custom sorting order is saved in the database on the server, not in your phone’s memory. If you arrange your budgets on an iPhone, they will be displayed in the same order on your Android device or in the Web version.

Will other members know that I moved our shared budget to the bottom of the list? No. Your sorting only affects your personal profile. For other members, this same budget may be at the very top of their list.

Where do new budgets appear? When you create a new budget or accept an invitation to someone else’s, it is automatically added to the very bottom of your personal list. You can drag it to the top at any time.

Possible Errors

The sorting process is highly protected against errors. Client-side validation is not required here, as you simply move ready-made UI elements.

The server-side (API) is designed to be highly fault-tolerant. In extremely rare cases (during a system failure), the API may return a 400 Bad Request status with the following hidden system responses:

• If the list was lost during synchronization: «This field is required.»
• If there was a budget ID error: «Must be a valid UUID.» In this case, simply refresh the screen and try sorting again.