---
title: How do I group my accounts?
description: "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"
---

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# How do I group my accounts?

**The Web:** 

Click on the **Dashboard Customization** icon. 

![](https://help.panaceafinancial.com/hs-fs/hubfs/Screenshot%202024-11-25%20at%208-55-13%E2%80%AFAM-png.png?width=589&height=226&name=Screenshot%202024-11-25%20at%208-55-13%E2%80%AFAM-png.png)

Select **Create New Group.**

**![](https://help.panaceafinancial.com/hs-fs/hubfs/Screenshot%202024-11-25%20at%208-59-00%E2%80%AFAM-png.png?width=599&height=204&name=Screenshot%202024-11-25%20at%208-59-00%E2%80%AFAM-png.png)**

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

**![](https://help.panaceafinancial.com/hs-fs/hubfs/Screenshot%202024-11-25%20at%209-01-11%E2%80%AFAM-png.png?width=566&height=399&name=Screenshot%202024-11-25%20at%209-01-11%E2%80%AFAM-png.png)**

**The App:**

Scroll down and select **Customize Dashboard.** 

**![](https://help.panaceafinancial.com/hs-fs/hubfs/IMG_6597-PNG.png?width=238&height=516&name=IMG_6597-PNG.png)**

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

 

![](https://help.panaceafinancial.com/hs-fs/hubfs/IMG_6598-PNG.png?width=244&height=529&name=IMG_6598-PNG.png)

For instructions on how to remove accounts from a group, click [**here.**](https://help.panaceafinancial.com/how-do-i-remove-my-accounts-from-a-group?hsLang=en)

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