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How to Create and Manage Groups

You can create and manage groups by clicking on the + icon next to your net worth number.

Groups can be used for people, as well as financial entities such as trusts, holding companies or your business entity.

Name the group and optionally add an image:

To remove a group, click on the trash icon next to the name of the group

Once groups are created, you can go to the bottom of the main dashboard page, and assign institutions or individual accounts to groups.

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