How do I group assets on the balances tab

I would like to group my assets and liabilities on the balances tab. For example under assets want cash account, investments, fixed assets, etc. Thank you.

On your “Accounts” sheet, In column “A” (Account), choose an account that you’d like to add to a group. Then in column “C” (Group) Type in what you’d like the grouping to be called (eg. “Credit Cards”). Do the same for each account you’d like added to a group. Once you’ve done this, go back to your Balances sheet and they should be organized into the groups you assigned.


Thank you so much!! You directions worked perfectly. :slight_smile: