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Group your Accounts and Retain the Overview

3 min read

Manage your Finances the Easy Way

Posted on 20. 12. 2016 geld einfach verwalten

Wouldn’t it be handy if you could group your accounts according to topics – private accounts, business accounts, children and family accounts and all portfolios? If you want to see all accounts of a certain type and their aggregated sum to retain the full overview, the grouping feature is exactly what you need!

These handy step-by-step instructions and a detailed video show you how easy managing your finances is with the new account groups.

Grouping on iOS:

  • Open the settings of your Outbank app and tap on ‘Account Grouping’
    If you have not yet created groups, tap on ‘New Group’.
  • Now, you can enter a group name and add accounts to your group.
    Banks that show a small folder symbol belong to another group. If you assign them to a new group, they will be removed from the previous group.
  • You can change the order of the account groups in the settings at ‘Account Grouping’. Simply tap on ‘Edit’ and arrange them as you wish.
  • You can delete groups by either swiping left in the groups overview in the settings or by removing all accounts from a group with drag ‘n’ drop.
  • In the accounts view, all groups are shown open per default. With a tap on the group name, you can close and reopen them.
  • Apart from the group name, the overview shows balances and unread transactions for each group. Note: unread transactions are only indicated when the group is collapsed.
  • In the accounts overview, you can rearrange accounts and move them between groups with tap-and-hold. This way, you can also create new groups and manage existing groups.
  • Disconnected accounts are shown in a separate group at the bottom of the list.
    In case no groups are set up, all connected accounts are shown below ‘My Accounts’, including the aggregate balance of the group.
  • The sum of all groups is currently not shown.

Grouping on macOS:

  • You can creat account groups using the shortcut CMD+Shift+N, the desktop menu bar (file → new group) or the menu in the main window.
  • You can create a group by assigning a name to it and checkmarking at least one account.
  • In the account overview, you can rearrange groups with drag ‘n’ drop and also move them between groups.
  • The group sum is indicated next to the group name.
  • You can hide and unhide the accounts of a specific group.
  • In the account overview, all groups are open per default. A mouseover the group name will reveil hide and show buttons.
  • You can delete groups by removing all accounts from the group.
  • Disconnected accounts are shown in a separate group at the bottom of the list.
  • In case no groups are set up, all connected accounts are shown below ‘My Accounts’, including the aggregate balance of the group.
  • The sum of all groups is currently not shown.

All groups sync automatically across all your connected devices.
Managing your finances can be this easy. Do you have questions regarding the new feature or any general questions about Outbank? Then, feel free to contact us at any time at help@outbankapp.com. We look forward to receiving your feedback.

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