How do I create my own account groups?

You can create your own groups to organize accounts on the Financial Summary and other summarypages.

To create account groups:

1. Click Customize under Financial Summary in the top menu. The Customize Accounts page appears.
2. Click the link to add or modify groups. The Add or Modify Groups page appears.
3. Enter one or more group names.
4. Click Continue.
5. On the Change How Accounts are Displayed page, you can change the group in which each account appears. `
6. Click Save.

Note: Groups that have no accounts do not appear on the Financial Summary and other summary pages.

Related FAQs What are the default groups?   Related Topics Change How Accounts are Displayed Add or Modify Groups Financial Summary