Reorder Budget Categories with Drag & Drop | ekspeer
Drag and Drop Budget Categories: Organize Your Expenses Your Way
We've added drag-and-drop reordering for budget categories so you can organize categories by priority, frequency, or preference. This works on both desktop and mobile and saves automatically.
Why Custom Category Ordering Matters
A fixed alphabetical order doesn't fit everyone. Custom ordering lets you:
- Place most-used categories at the top
- Show high-priority expenses first
- Group related categories by importance
- Create a personalized workflow that speeds up expense entry
How to Reorder Budget Categories
On Desktop (Mouse / Trackpad)
- Find the grip icon (⋮⋮) on the left of any category card.
- Click and hold the grip icon.
- Drag the category up or down to the desired position.
- Release to drop in the new position — the order saves automatically.
On Mobile (Touch Screen)
- Find the grip icon (⋮⋮) on the left of any category card.
- Long press (hold for ~100ms) on the grip icon.
- Drag the category up or down to reorder.
- Release to drop — the order saves automatically.
The short long-press delay helps prevent accidental drags while scrolling.
Key Features
- Instant Visual Feedback: Categories move as you drag with smooth animations and no page refresh.
- Persistent Order: Your order is stored in the database and restored across sessions and devices.
- Mobile-Optimized: Touch-friendly drag handle (minimum 44×44px) for iOS and Android.
- Smart Grouping Support: Reorder within groups while maintaining group structure.
Benefits for Your Budget Management
- Prioritize Important Categories: Put essentials like Rent and Food at the top for quick access.
- Match Your Workflow: Organize categories by how you actually track expenses.
- Faster Expense Entry: Most-used categories appear first, reducing scrolling time.
- Better Visual Organization: Group related categories for a clearer overview.
Use Cases
Scenario 1: Priority-Based Organization
- Rent / Mortgage
- Food & Groceries
- Transportation
- Utilities
- Entertainment
Scenario 2: Frequency-Based Organization
- Daily expenses (Food, Coffee)
- Weekly expenses (Groceries)
- Monthly expenses (Subscriptions)
- Annual expenses (Insurance)
Scenario 3: Category Grouping
- Essential Expenses (Rent, Food, Utilities)
- Lifestyle Expenses (Entertainment, Dining)
- Savings Goals (Emergency Fund, Vacation)
Tips for Effective Category Organization
- Put essentials first: Rent, Food, Utilities
- Group by type: Expenses, Savings, Loans
- Order by frequency: Daily → Weekly → Monthly
- Keep it simple: Too many categories can be hard to manage
- Review regularly: Adjust order as priorities change
Accessibility Features
- Keyboard navigation support for reordering without a mouse
- Screen reader compatible announcements for drag start, move, and drop
- Large touch targets (minimum 44×44px) for easy tapping
- Clear visual indicators while dragging
Frequently Asked Questions
Q: Will my category order sync across devices?
A: Yes. Your order is saved to your account and syncs across devices automatically.
Q: Can I reorder categories within groups?
A: Yes. Drag-and-drop works within category groups and preserves the group structure.
Q: What if I accidentally drag a category?
A: On mobile, a 100ms delay helps prevent accidental drags. On desktop, you must move at least 8px before the drag starts. If needed, you can drag it back or use an undo option if provided.
Q: Does this work on all mobile browsers?
A: Yes. The feature works on iOS Safari, Chrome, Firefox, and other modern mobile browsers.
Q: Can I reset to alphabetical order?
A: You can manually reorder categories back to alphabetical order if you prefer.
Conclusion
Drag-and-drop category ordering gives you complete control over how you view and manage your budget. Whether you prioritize essentials, group by type, or organize by frequency, this feature makes expense tracking faster and more intuitive. The feature is optimized for desktop and mobile, saves automatically, and syncs across devices.
Ready to Organize Your Budget?
- Log in to your ekspeer account.
- Navigate to the Budget section.
- Find the grip icon (⋮⋮) on any category.
- Drag and drop to reorder — your new order saves automatically.
Take control of your budget organization and make expense tracking faster and more intuitive.