Grouping on Accounts Menu

syagel

I would like to see the ability to setup up groups on the Accounts window on the left. So for instance, if I wanted to add a group called Checking - I could then add all my checking accounts to that group so a total would appear with a plus or minus to rollup into one figure or display all with a total. Thanks!

UKR

The "Accounts window on the left", aka Accounts Sidebar already has groups, e.g., Checking, Savings, Credit, etc.
There are option settings available to show subtotals within the Sidebar or as a popup menu when hovering over a group like Banking.

To enable these settings, click the gear icon in the title of the Accounts Sidebar. Look for and hover over "show subgroup totals" to get another popup menu. Click to enable one or both options in the popup.

Shifting accounts within groups can be done by going into each account's Edit Account Details, Display Options tab. Look at "Account Intent" and select from available options.