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Creating a group
Jane Gilhooly avatar
Written by Jane Gilhooly
Updated over a month ago

Within Float you can group multiple accounts together to show only a top line figure in the cash flow.

To do this, select 'Personalise Accounts' from the View options dropdown

Then select the rows you'd like to group together, and click the Group Rows button:

When an account is added to a group it will then show as part of that group in the main cash flow table.

When the group is closed only the group total will display however clicking on the group will open it to reveal the accounts contained within it.


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