If you prefer to have your shares and loans grouped together in their own category, you can use our Account Grouping option.
- Left click and hold the share or loan you wish to group.
- This icon will appear in the bottom right of the Homepage.
- Drag and drop your share or loan into this icon.
- The Groups Title Editor will automatically open allowing you to rename the title. Once you have updated it, select the check mark.
- Once this new group is created, you will be able to drag and drop any share or loan into the group.
- Repeat these steps to create multiple group types.
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