1. Help Site
  2. Accounts and Transactions

How do I group my accounts?

The Web: 

Click on the Dashboard Customization icon. 

Select Create New Group.

In the next screen you can add accounts to the group, name it and give it a color. Click Create Group.

The App:

Scroll down and select Customize Dashboard. 

Click Create a new group. Follow the same steps as above. 

 

For instructions on how to remove accounts from a group, click here.