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  1. Click "Groups" in the header navigational bar.
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  2. Click the "Create New Group" button.
  3. Enter a name and description for the new group.
                                      
  4. Click the "Save New Household Group" button.
  5. You will then be navigated back to the groups list view. Click on the name of the group you just created.
  6. Click "Add Group Member". A modal should pop - up.
  7. Now search for a group member by the head of household name. Click "Add" to add them to the group. Repeat for all members you wish to add.
  8. The new member will appear in the in the group detail list. 
  9. If you wish to have the ability to post a bulk transaction that includes this household, click the dropdown that says "Select Account". Clicking this dropdown will open a list of accounts associated with the household. Select the account.
  10. Success! You have successfully created a new group.

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