Move Account
Some accounts, in particular savings and investments can be grouped together to reflect how you often have a single account on a platform within which you can track multiple savings products. To handle this, Family Finance Manager allows for some accounts to have a group option which you can use to help simplify your accounts structure.
Account List Page
On the Accounts Page, click the account to open the account details page.
Alternatively, use the keyboard to highlight the account and then press Enter.
Also, you can right click the account and select Open details.
Account Details Page
On the Accounts Details Page you can either click the Change button next to the group details.
Or alternatively click the Change Group option in the menu.
Change Account Provider Dialog
The dialog will only show those account groups that are applicable to the account type.
You can use the scroll button to select the right option.
Or filter the list by typing into the search box.
Then press Enter to make the changes.
Account Details Page
The changes will be reflected in the Account Details page.
Account List Page
And the Account List page will now show the account nested under the selected group.
