In this video, you will learn:

  • Create sub groups of your account lines under Fluidly's top level groupings
  • Rename your new groups or Fluidly's top level groups
  • Add to your groups
  • Re-order your groups

Next steps?

  • Which elements of your cashflow might you want to group?
  • Do you have incoming and outgoing cash associated with specific products or service lines?
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