Create an Account Group

How to create an Account Group.

  1. Login to Modern Treasury
  2. Navigate to the Settings > Accounts Groups page
  3. Click New Account Group
  4. Enter an Account Group Name and Description (optional), and select the desired Currency
  5. Click Create to finish making the Account Group
  6. Under Add Accounts to Group, click the +Add button next to each Account you'd like to include in the Account Group
  7. Click Save to update the Account Group