With the introduction of budget groups you can now better organize and keep track of your budgets.

To create a budget group click on the Budgets icon in the navigation bar on the left (1) and then click on the Add + button in the top right corner (2) and select Add Group (3)

Name your group (1) and then click the Create button (2) to create your new budget group

You can now drag and drop your existing budgets into your budget groups. Click the group to expand or collapse the group and show/hide the budgets within.

If you've shared your budgets with other folder members these changes will be reflected in their accounts as well.

To remove a budget from a group simply drag it out of the group into the Unassign from group area

If you have any questions reach out to us at any time: [email protected]