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How do I create expense groupings in the Cash Flow visualizer?

Use the "drag-and-drop" method to create Expense Item Groups to see total and individual expense items.

Users can combine similar expense items into Groups to better visualize commonly associated expenses. Start by creating the individual expenses, indicating the amount of the expense, and assigning each expense a color. Then drag one individual expense onto another inside the expense sidebar to create the Group. This Group will now total the amount of the underlying individual expenses.

Here's an example:

  1. Create an expense (Federal Taxes) for $20,000

2. Create a second expense (“State taxes”) for $20,000

 

 

3. In the expense side bar, drag “State Taxes” onto “Federal Taxes” to create an expense Group. On the subsequent prompt window, title the new Group, assign it a color, and click Save

 

You’ve now created an Expense Group called “Total Income Taxes” that sums to $40,000.