PlanGuru gives you the ability to organize your Chart of Accounts and Non-financial line items by creating groups. Groups make your data easier to navigate and provide roll-up totals that are useful for budgeting, forecasting, and reporting.
Why Use Groups?
Groups allow you to:
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Expand and collapse sections of your statements or assumptions tabs for easier navigation.
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Mirror your account structure from your accounting system (e.g., QuickBooks or Xero).
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Produce total lines for roll-up reporting.
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Carry structure into duplicated scenarios (saves time and ensures consistency).
💡 Tip: Always set up groups before duplicating scenarios. Otherwise, you’ll have to recreate them in each scenario manually.
Limitations of Groups
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Only one level of grouping is supported — you cannot create groups inside groups.
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Workaround for Operating Expenses:
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PlanGuru allows you to create multiple Expense Sections.
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You can then create groups inside each section.
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Best practice: Create these sections before importing your Chart of Accounts so you can map accounts into the correct section.
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Creating a Group in Financial Statements
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Navigate to the Income Statement or Balance Sheet.
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Highlight the lines you want to group.
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Right-click and select Create Group.
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Enter a Group Name.
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(Optional) Add an Account Number.
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Click OK.
The new group will appear as a parent line item, and a total will automatically be calculated.
Creating a Group in Assumptions & KPIs
Groups can also be created in the Assumptions & KPIs tab:
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Standard Group: Combines lines for organization (no total line).
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Total Group: Combines lines and provides a roll-up total.
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Smart Group: A group of non-financial logic that can be easily replicated and modified to adapt to changing forecasting requirements.
🎥 For a deeper dive, watch the dedicated tutorial video on Smart Groups for examples and applications.