Group

If you enter an asterisk (*) into a segment in the Account field and click the Group button, Greentree searches for all accounts that meet the criteria (based on entered and wildcarded segments), and consolidates the values for those accounts. The consolidated values display in the Balances table. You can change the balance filtering criteria, and also view actual transactions for all accounts using the Transactions sheet.

If Advanced Security is in use and you do not have read privileges to any of the accounts within the group, an error message displays and no balances or transactions displays.