Group and reorder accounts

An account group collects related accounts in one card on the Accounts page and shows their combined total. For example, a group can hold a property and its mortgage, so the card shows the property's net value. A goal can track a group's combined balance.

Create a group

1. Select Accounts in the sidebar (on a phone, select More, then Accounts).
2. Find the Account groups card in the right column. On a smaller screen or a phone, select the Bank sync tab at the right edge of the screen to open it.
3. Enter a name in the field, for example "Real estate".
4. Select Add group.

The new group appears above For budget and Off-budget. Groups stay in the order you created them. You can't reorder groups.

Put an account in a group

From the group card:

1. In the card footer, choose an account in Add account….
2. Select Add.

From the account:

1. Select the Account settings icon (two sliders) at the right of the account's row.
2. In the Group card, choose a group.
3. Select Save.

The Group card shows only when you have at least one group, and not for a closed account. An account already in another group moves to the new one.

A grouped account shows in its group card only, not in For budget or Off-budget. A group can hold both kinds of account. Off-budget accounts in a group carry an Off-budget badge.

Remove an account from a group

Select the X at the right of the account's row in the group card. Or open the account's settings, choose No group in the Group card, and select Save. The account returns to For budget or Off-budget.

Rename or delete a group

1. Select the pencil icon in the group card's header.
2. To rename, edit Group name and select Rename.
3. To delete, select Delete group.

Deleting a group removes only the grouping. The accounts and their transactions stay. A goal that tracked the group shows Not linked until you edit it and choose what tracks it.

Track a group with a goal

1. Select Goals in the sidebar under Plan ahead (on a phone, More, then Goals).
2. In the New goal card, under Tracked by, select the Account group tab.
3. Choose the group.
4. Fill in the rest of the goal and select Create goal.

The Account group tab shows only when you have at least one group. See Set up a goal.

Reorder accounts

1. Find the drag handle at the left end of the account's row.
2. Drag the row up or down.

To reorder with the keyboard, focus the handle, press Space, press ↑ or ↓, then press Space to drop.

Accounts reorder only inside their own section: a group, For budget or Off-budget. To move an account to another section, change its group or its budget status.