Add an account group - Commercial

Create new account groups to organize accounts across memberships and configure sharing and visibility options.

Here's how to add an account group:

Select Accounts > Customize Account Groups from the main menu.
Select Add group.
Use the selection boxes and arrows to add accounts from a membership to the group.
Set the sharing and visibility options for the group.
Select Save. You can edit or delete the group at any time using the pencil or trash can icons.

More on accounts

Customize account groups (Commercial)

Rearrange, show or hide, and share account groups across your memberships. Get step-by-step instructions to customize them.

Personalize accounts (Commercial)

Rename and reorder your accounts to make navigation quicker and more intuitive. Get step-by-step instructions to personalize them.

Print and export transactions (Commercial)

Filter, download, and print transaction history in multiple formats, including CSV, OFX, and BAI2. Get step-by-step instructions to export or print.

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