Account groups

Account groups in the Atlar dashboard help you organize and manage your bank accounts more effectively. You can group accounts by country, currency, legal entity, or any custom logic that fits your operational needs. This makes it easier to filter views, track balances across related accounts, and generate reports with the right context. Whether you're monitoring liquidity across regions or separating operational funds from treasury reserves, account groups give you flexibility and clarity at a glance.

You can use account groups to tailor your Views, Dashboards, and Forecasts, or anytime you need to filter accounts based on specific criteria. For example, if you’ve categorized your accounts into meaningful groupings (see below), account groups allow you to run customized analysis based on those structures:

• Portfolio and collections accounts
• Liquidity reserve
• Total securitised balance
• Operating account

How to create a new Account group

1. Navigate to Settings → Account and Entities
2. Click on the tab Account groups → Click New
3. Fill in information
   1. The Key helps you avoid issues with misspelled keys, example: account_type
   2. Give the account group a Name easy to identify, example: Account type
   3. Allowed values may include Liquidity Reserve or Operating Accounts
   4. Save by click Create
   5. Once the account group is created, you can link the relevant accounts to each value. To do this, select the correct account group (the row will turn purple), then click the button on the right side to add the accounts.

How to edit or delete an existing account group

To edit or delete an existing account group

1. Click on the Account Group you want to update → Edit Account Group
2. Edit Name or modify Allowed values for the account group
3. To delete the Account Group, ensure no accounts are linked to it, as you won't be able to delete it otherwise