Grouped accounts: How grouped accounts look within PocketSmith
Learn how grouped accounts are shown in PocketSmith compared to normal ungrouped accounts.
In this article
Viewing the balances of grouped accounts
Customizable Dashboard
Your accounts widget
On the 'Your accounts' widget, you can choose whether to only display the overall account group balance, or you can display the overall balance and a breakdown of each account within the group's balance.
For detail on editing the widget see: Configuring individual widget settings
Note
Please note that if you create a blank account to use as the group's primary account, this will display as $0.00. This is expected.
Balance graph widget
If you have the table showing on the 'Balance graph widget', the overall account group's balance will show.
Account Summary
The Account Summary displays the overall account group's balance. Hover over the 'i' icon to see individual account balances:
Net Worth page
The Net Worth page lists each account within the group individually and does not display a combined balance for the account group.
Note
Please note that if you create a blank account to use as the group's primary account, (e.g. Savings group: Savings Group in the below example) this will display as $0.00. This is expected.
Transactions page
On the Transactions page, the overall account group's balance will display in the 'Accounts' section of the left sidebar.
Current individual account balances will display beside the latest transaction within each account.
Calendar
The overall account group's balance will display on the calendar in the Sidebar by default.
You can use the additional three-dot menu beside the account name to view individual account balances
Viewing transactions within a grouped account
Overall group
To view transactions within an account group, head to the Transactions page and select the account in the sidebar:
Isolating transactions from an individual account
If you'd like to isolate transactions from an individual account within an account group, you can do this by using the Search panel.
- Head to the Transactions page
- Click on the magnifying glass icon to open the search panel
Under 'Accounts', use the drop-down to select the individual account
- Click SEARCH
- Click the magnifying glass icon to collapse the Search panel and view the search results
Viewing individual accounts within a group on the Calendar
If you wish to isolate an individual account that is grouped on the Calendar, you can do this by selecting the Account group in the left sidebar, and then deselecting all other accounts accounts and scenarios.
This is useful for pinpointing the account that is responsible for any forecast or balance issues that are occurring within an account group. This will also allow you to add a budget to a specific account within the group, or add any forecast correction events to a specific account.
