Creating a group

If there are lines you don't want to see in the main cash flow? No problem, you can bundle multiple accounts 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 'Create group' 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, which allows 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 accounts). Once you're happy, hit 'Add group' and Float will create the new group.

Powered by Zendesk