Important
Generally, we only recommend grouping accounts together if they are now closed and no longer actively used - so that you can keep their transaction history in your Pocketsmith.
For more information, see this introductory guide: Grouped accounts: An introduction
Dashboard tip: Alternative to grouping accounts
If you are wanting to view certain accounts together e.g. Savings accounts or Joint accounts, you can use the Accounts list widget from the customisable Dashboard to do this without needing to group them.
For more information on this, please see: Tips using the accounts list widget.
Viewing the balances of grouped accounts
Read on for some information on how grouped accounts show around your PocketSmith if you do decide to group accounts that are not closed.
The Dashboard
Your accounts widget
On the 'Your accounts' widget, you can choose whether to only display the overall account group balance, or you can display the overall balance and a breakdown of each account within the group's balance, or hide the whole group.
For detail on editing the widget see: Configuring individual widget settings
Note
Please note that the blank account used as the group's primary account will display as $0.00. This is expected.
Balance graph widget
If you have the table showing on the 'Balance graph widget', the overall account group's balance will show.
The Account Summary page
The Account Summary displays the overall account group's balance. Hover over the 'i' icon to see individual account balances:
The Net Worth page
The Net Worth page lists each account within the group individually and does not display a combined balance for the account group.
Note
Please note that the blank account used as the group's primary account will display as $0.00. This is expected.
If you would like to hide the group from your Net Worth page, please see: Hiding an account from the Net Worth page.
The Transactions page
On the Transactions page, the overall account group's balance will display in the 'Accounts' section of the left sidebar.
Current individual account balances will display beside the latest transaction within each account.
Viewing transactions within a grouped account
Overall group
To view transactions within an account group, head to the Transactions page and select the account group in the sidebar:
Isolating transactions from an individual account
If you'd like to isolate transactions from an individual account within an account group, you can do this by using the transaction search.
- Head to the Transactions page
- Under 'Accounts' select the individual account
- Click SEARCH
The Calendar
The overall account group's balance will display on the calendar in the Sidebar by default.
You can use the dropdown arrow beside the account name to view individual account and scenario balances.
You can deselect certain accounts and scenarios to isolate any you wish to view on their own.
