How to Group accounts on Monthly Data

On the Monthly Data screen, accounts tagged the same can be grouped to provide a sub-total of the accounts within the group, and to reduce the amount of scrolling on screen.

Note there is only one level of grouping, and an account can only belong to one group.

To create Groups and add accounts to a Group:

1. From the menu, select the Monthly Data screen.
2. Click the Edit button (top-right).
3. Click on the 3 dots next to the line to be added to a group. Select Add to Group.
4. In the ‘Enter the Group Name’ field, type the name for the group (or choose an existing one).
5. For a new group name, select the name just created (it has a + in front of it).
6. Click Add to Group.

To remove accounts from a Group:

1. From the menu, select the Monthly Data screen.
2. Click the Edit button (top-right).
3. Click on the 3 dots next to the line to be removed from a group. Select Remove from Group. The account will appear ungrouped and can be added to a different group if needed.

To rename a Group:

1. From the menu, select the Monthly Data screen.
2. Click the Edit button (top-right).
3. Click on the 3 dots next to the group to be renamed. Select Rename Group.
4. Enter the new name.
5. Click Rename.

To delete a Group:

1. From the menu, select the Monthly Data screen.
2. Click the Edit button (top-right).
3. Click on the 3 dots next to the group to be deleted. Select Delete Group.
4. The accounts within the group will appear ungrouped and can be added to a different group if needed.