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. Go to Admin Panel > Bill Groups
2. Click Create New
3. Enter a display name for your group
4. Optionally add a description
5. Click Create

Editing a Bill Group

Admins can edit Bill Group details at any time:

1. Go to Admin Panel > Bill Groups
2. Click the Edit icon next to the group you want to modify
3. Update the display name or description
4. Click Save

Switching Between Groups

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

All Buckets View

New in v3.7.0: You can now view and manage bills from all your Bill Groups in a single unified view.

Viewing All Bills

1. Click the Bill Group dropdown in the header
2. Select All Buckets
3. Bills from all accessible groups are displayed together
4. Each bill shows its bucket name for easy identification

Managing Bills Across Groups

From the All Buckets view, you can:

• Create new bills - Select which bucket the bill belongs to
• Edit existing bills - Change which bucket a bill belongs to
• View aggregated statistics - See combined totals across all groups
• Pay bills - Record payments regardless of which group the bill is in

Moving Bills Between Groups

To move a bill from one group to another:

1. Switch to All Buckets view (or any group view)
2. Click to edit the bill
3. Change the Bucket dropdown to the desired group
4. Click Save

The bill and all its payment history will be moved to the new group.

Sharing Bill Groups

You can share Bill Groups with other users by inviting them:

1. Go to Admin Panel > Users
2. Click Invite User
3. Enter their email address
4. Select the Bill Groups they should access
5. Click Send Invitation

The invited user will receive an email to complete their registration.

User Roles

Role	Permissions
User	View, create, edit bills and payments
Admin	Full control, manage users and groups

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
4. Review Access Periodically - Remove users who no longer need access