If you prefer to have your shares and loans grouped together in their own category, you can use our Account Grouping option.

  1. Left click and hold on the share or loan you wish to group.
  2. This icon Grouping Icon will appear in the bottom right of the Homepage.
  3. Drag and drop your share or loan into this icon.

Grouping Accounts

  1. The Groups Title Editor will automatically open allowing you to rename the title. Once you have updated it, select the check mark.

Creating New Group Name

  1. Once this new group is created, you will be able to drag and drop any share or loan into the group.

  1. Repeat these steps to create multiple group types.

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