How can I establish Groups?

Modified on Mon, 03 Oct 2022 at 06:46 AM

Go to Settings, Forecast, and Cash Flow Groups. 

You can customize the name of the group, but you must then select if the group falls under Operating, Financing, or Investment. 

You must also designate if it's for Cash In or Cash Out.

Now all transactions associated with a group will be clubbed under the group name in the cash flow table.

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