A method of generating a custom template includes importing user account data including a plurality of user-defined account identifiers, receiving a user input on a graphical user interface including a mapping of the plurality of user-defined account identifiers to predetermined categories and a selected ordering of two or more of the user-defined account identifiers that are mapped to the same one of the predetermined categories, for each of the user-defined account identifiers, generating a code defining the predetermined category to which the user-defined account identifier is mapped and an order ranking of the user-defined account identifier relative to any others of the user-defined account identifiers that are mapped to the same predetermined category, and generating one or more templates comprising a representation of at least a portion of the user account data organized according to the predetermined categories and order rankings defined by one or more of the codes.