Everything you need to know about grouping accounts
Learn about how grouping accounts can be useful in PockertSmith, and the steps to take to group or ungroup accounts.
Reasons to group accounts together
- Group multiple accounts together so budgets can be applied to more than one account.
- Group similar accounts together to make them easier to manage.
- Group accounts if you are at or near your account limit - a grouped account only counts towards one account.
- Group old accounts together to archive their transactions.
How to group accounts together
Settings and select
Organize Accounts & Scenarios
Navigate to an account you would like to group with another
Manage to open the drop-down menu and selec
Next, you'll need to choose an account from the drop-down menu that you'd like to group this account with. Click
Give your archive group account a name so you can identify it quickly and click
Follow the above steps again to add any other old accounts to this group
When you create a grouped account, the name of the grouped account will be that of the primary account you are grouping the account with, by default. It's a good idea to come up with a new name. When you name a group, the original names of the bank accounts inside the group are preserved.
You're able to see the number of accounts in your archive group on the
Grouped accounts tab
Your new grouped account will appear together on the Organise accounts & scenarios page.
Consider moving your archive group to display at the bottom of your account list with the following article:
Change the display order of your accounts
Group accounts together via the Account Summary page
You can also group accounts together from the Account Summary page. However, if you want to ungroup them, you will need to do this from the Settings menu.
Go to the
Account Summary page
Navigate to the account you would like to group with another
MANAGE ACCOUNT and select
PocketSmith will ask you which account you would like to group the account with - select another account from the drop down menu and click
Group name, give your grouped account a name. Both original account names will be preserved, and this will act only as your grouped account
How to ungroup accounts
You can ungroup an account from a grouped account by following these steps:
Settings and select
Organize accounts Scenarios
Navigate to the grouped account you wish to ungroup
Grouped Accounts tab and press the settings cog