Groups

Accounts and tasks only show inside the group selected on the left.

• Choose New, name the group, and choose Create. The window title is New account group.
• Right-click a group and choose Edit. The window title is Rename group. Delete on that menu removes the group.
• Search the list with Search groups.... Select several groups to Delete them together. Deleting a group does not delete the accounts in it.

A group with no accounts says to add one, or to move an account in from its Groups… menu.

Groups on an account#

Right-click an account and choose Groups…. Tick the groups that account should belong to. An account can sit in more than one group. The list on the right shows it only while one of those groups is selected.

Trend#

With a group selected, the chart icon in the header is Trend. It graphs the combined stored balances of the accounts in that group. Nothing new is downloaded. The chart stays empty until a member account has a recorded balance.