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How to create or delete a group
How to create or delete a group
Anita Onwuemene avatar
Written by Anita Onwuemene
Updated over 9 months ago

The "group" feature enables businesses to add multiple bank accounts at the same time and in different locations, displaying cumulative balances and transactions in the group.

  1. To get started, log in to your Banka dashboard and navigate to the Business tab.

  2. Next, click "+ New group" or " + Create a group".

  3. Enter Group details i.e. Group name and select a Group location.

  4. Add any account(s) under the group and click "Create group".

  5. A pop-up will appear, indicating that the Group has been created successfully.


    To delete a group

  1. To get started, log in to your Banka dashboard and navigate to Business.

  2. Navigate to the group you want to delete and click on the (...) icon on the same row as it. Click "Delete group" from the dropdown.

  3. A pop-up will appear, indicating that the Group has been deleted successfully.



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