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Groups

Use groups to organize and sum your rows
Groups serve as containers for rows. Groups sum the values of the rows contained within them, and cannot be edited directly. By creating formulas that reference groups, you don't have to update them as often, since group values automatically update when you drag and drop rows in and out of them.
Examples include groups for cost categories, assets, liabilities, and equity.
Grouping rows on cost categories
When generating PDF reports, collapsing groups can significantly improve readability.
Last modified 2mo ago