Grouped accounts: An introduction

For information on grouping accounts in PocketSmith, when it is recommended, when it is not, tips and tricks 🙌

When we recommend grouping accounts together

We recommend that users group accounts together for old and closed accounts. This way, you can keep their transaction history in your PocketSmith but hide it from view.

For more information on how to set this up, please follow this guide: Archiving and keeping transactions for old accounts.

When we don't recommend grouping accounts together

We don't generally recommend grouping actively used accounts for a few reasons. But as PocketSmith is highly customizable, and we encourage our users to use their PocketSmith in a way that best suits them. If you decide you would like to group actively used accounts despite our general recommendation, then we have some caveats and tips to help.

For more information on this, please see: Grouping accounts: Caveats and tips.

How to guide for grouping accounts

To learn how to group, ungroup accounts and edit grouped accounts, use this guide: Grouping accounts: How to guide.

How grouped accounts look around your PocketSmith:

To understand how grouped accounts will look within PocketSmith, use this guide: Grouping accounts: How grouped accounts look around your PocketSmith.

Caveats and tips if you choose to group actively used accounts:

To learn about some tips for grouped accounts, use this guide: Grouping accounts: Caveats and tips.