How to Create Groups

Groups let you bundle related GL accounts under one budget line. For example, a "Utilities" group might contain Electric, Gas, and Water. The group carries a single budgeted amount; the individual accounts inside it are tracked for actuals only.

You need Manage or Full Access permission and must be in the full-page budget editor (either creating a new budget or editing an existing one).

When to use a group

Use a group when you want to budget a combined total for several accounts, rather than setting separate targets for each one. The actual spending per account still appears in the Budget vs Actual view when you expand the group, so you can see where the money went - just without separate budget targets per account.

A single account that is not in a group keeps its own budget amount and works the same way as always.

Step 1: Add a group

1. In the budget editor toolbar, click Add group.
2. A dialog appears. Enter a group name (for example, "Maintenance" or "Administrative").
3. Select the member accounts from your chart of accounts. You can select multiple accounts at once.
4. Click Add (or Confirm) to create the group.

Step 2: Set the group budget in the spreadsheet

5. After the group is created, it appears as a row at the top of its Revenue or Expense section - above the GL account-group headers and account-subtype headers in that section - showing the member accounts as small chips below the group name.
6. Choose Split mode and type the annual total in the field next to the toggle (the 12 month cells derive automatically and the Annual column becomes a read-only display), or choose Manual mode and type each month individually.

Note: The member accounts inside a group do not have their own budget cells in the grid. Only the group row carries a budget amount. Actual spending per member account is visible in the Budget vs Actual view when you expand the group.

Related articles

• How to enter amounts: Split or Monthly
• How to create a budget