Finances - Groups
Overview
The Groups feature allows you to organize your accounts into logical groups for better financial management and reporting.
How to Access
- Navigate to Finances in the admin sidebar
- Click on Groups
Features
Group Management
- Create account groups
- Edit group details
- Delete empty groups
- Set group budgets
Group Types
- Assets (bank, investment)
- Liabilities (credit cards, loans)
- Income sources
- Expense categories
Group Reports
- Group financial summary
- Group trends
- Comparative analysis
Quick Reference
| Action | Description |
|---|---|
| Create Group | Click New Group |
| Add Accounts | Drag accounts to group |
| View Summary | Click group name |
| Set Budget | Use budget option |