This guide is written with MoneyWiz for Desktop in mind. Need one for Mobile? Click here!
Account groups allow you to organize accounts - you can create groups based on the frequency of use ("Everyday accounts", "Savings - Do not touch!", "Archived accounts"), institutions ("Chase accounts", "Lloyds accounts") or any other criteria you might come up with.
To create an account group, you can:
- click on File menu bar then New -> New Group,
- click on + button near the bottom-left and select New Group,
- use a keyboard shortcut. Shift + Command + G on Mac and Shift + Control + G on Windows.
You'll be asked to indicate the group name and the group currency. The group currency will be used to display the group total - the sum of all accounts stored within (only those selected to be included in Net Worth calculation). If you leave the currency to "Local currency", it'll be set to the currency you set in MoneyWiz Settings -> Currencies (and the account group currency will change accordingly whenever you change your local currency).
Once an account group is created, you'll probably want to add some accounts to it.