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Understanding Bill Groups

Bill Groups (also called workspaces) help you organize and separate different sets of financial data.

What Are Bill Groups?​

A Bill Group is a separate workspace containing its own set of bills, payments, and history. Common uses include:

  • Personal vs Business - Keep personal and business finances separate
  • Household Management - Different groups for different properties
  • Family Sharing - Separate groups for different family members

Creating a Bill Group​

note

The number of Bill Groups you can create depends on your subscription tier.

  1. Click on the Bill Group selector in the sidebar
  2. Select Manage Bill Groups (admin only)
  3. Click Create New
  4. Enter a name for your group

Switching Between Groups​

  1. Click the Bill Group dropdown in the sidebar
  2. Select the group you want to view
  3. All data updates to show that group's bills

Sharing Bill Groups​

You can share Bill Groups with other users:

  1. Go to Admin Panel > Bill Groups
  2. Click on a group
  3. Select Manage Access
  4. Add users by email

Access Levels​

LevelPermissions
ViewerView bills and payments
EditorAdd/edit bills and payments
AdminFull control, manage users

Best Practices​

  1. Name Clearly - Use descriptive names like "Smith Household" or "Business Expenses"
  2. Limit Sharing - Only share with people who need access
  3. Use Separate Groups - Don't mix unrelated finances