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.

In this article

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

1
Head to Settings and select  Organize Accounts & Scenarios
2
Navigate to an account you would like to group with another 
3
Hover on Manage to open the drop-down menu and selec Group
4
Next, you'll need to choose an account from the drop-down menu that you'd like to group this account with. Click  Group account
5
Give your archive group account a name so you can identify it quickly and click  Save
6
Follow the above steps again to add any other old accounts to this group

Note

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.

7
You're able to see the number of accounts in your archive group on the  Grouped accounts tab 

8
Your new grouped account will appear together on the Organise accounts & scenarios page.
9
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.

1
Go to the Account Summary page
2
Navigate to the account you would like to group with another
3
Click MANAGE ACCOUNT and select Group account
4
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 account.
5
In the Group name, give your grouped account a name. Both original account names will be preserved, and this will act only as your grouped account
6
Click Save

How to ungroup accounts

You can ungroup an account from a grouped account by following these steps:

1
Head to Settings and select Organize accounts Scenarios
2
Navigate to the grouped account you wish to ungroup
3
Select the Grouped Accounts tab and press the settings cog
4
Click Ungroup

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