Adding a group

Don't want to see each individual categories in the main cash flow? No worries, you can bundle multiple categories together into a group to tidy up the cash flow table.

First things first, let's create the group. In 'Manage table layout' you'll find an option for creating groups shown towards the top of the section.

Clicking this option will generate the following modal displaying the group options.

As you can see you are able to give the group a name along with a type, with type allowing you to designate the group as 'cash in' or 'cash out' (it's not possible for a single group to contain both cash in and cash out categories). Once you're happy hit 'Add group' and Float will create the group.

Now let's add some categories to the group.

Powered by Zendesk