When you have linked multiple bank accounts in your Cake app it might be handy to create separate overviews. The feature ‘Account Groups’ will allow you to create separate overviews of your home screen, transactions and insights. 📊
This means you can create separate groups for your business account, shared account, kids account or maybe you just feel like creating a random group for your accounts. All is possible.
Let's get started!
Tap on the Cake logo in the top right corner of your screen and tap “Create account group”.
Use one of the suggested groups or create your own custom group.
Give your group a name, choose an icon and select the accounts that you want to include in the group and tap save, that’s it! ✅
On your home screen, tap the Cake logo in the top right corner of your screen and select your newly created group. The home screen and insights screen will now only show the transactions from that account group.
To keep track of which account group you’re currently looking at, just take a quick glance at the icon in the top right corner of your screen. 💼
Do you have any questions about the Account groups feature or do you just want to say hi 👋, feel free to contact us on support (Cake logo in the top right corner > Control centre > Support) 💬.