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Assigning an ac mount to a group
Posted: Sat Jun 09, 2018 4:42 pm
by a4driver
New AM owner. Importing from old Money and Quicken was exactly as described on the website. Perfect integration. I now want to assign an account to a certain group but can't see how to do that and help function is frustrating; doesn't recognize the word 'group' or the phrase 'assign account to group'. Any help is appreciated.
Re: Assigning an ac mount to a group
Posted: Mon Jun 11, 2018 3:03 pm
by RLebeau
Go to the "Accounts" item on the top menu, and choose "Groups...". You can then add/edit/delete account groups as needed.
Then, on the main Accounts screen, you can right-click on an existing account and go to its "Properties", or right-click and choose "Add new account...", or press the "New Account" button on the sidebar. In the Properties dialog, you can select an "Account group" as needed.