Creating additional Custom Groups

Content also available for tax entities or on our global site.

Depending on your plan you can create more than one Custom Group:

Free & Starter plan – 1 Custom Group

Investor plan – 2 Custom Groups

Expert & Pro plan – 5 Custom Groups

Note: You can upgrade your plan to use additional Custom Groups.

To create additional Custom Groups:

1 - Click the arrow dropdown next to the current Custom Group name.

1 - To create additional Custom Groups

2 – Click on the ‘Add New Custom Group’ button.

2 - To create additional Custom Groups

Note: A Custom Group is a collection of Categories and Categories are not shared between Custom Groups.

Last modified on December 17, 2019 UTC