# Adding Accounts

### 1. Add an Account Sheet

Right-click on the tab of ACCOUNT 3 and select "Duplicate" in the contextual menu. 

Rename the new duplicated sheet to "ACCOUNT 4"

<figure><img src="https://1714922137-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fl25uds0OJbgRcq45kX3M%2Fuploads%2FyuH6wWSEl3kpGQ6DVLx7%2F2024-11-10%2014.54.27.gif?alt=media&#x26;token=9a885736-790b-4eb7-9951-2a97b0c4a94d" alt=""><figcaption></figcaption></figure>

### 2. Add the new account to the Dashboard

Go to the **Dashboard** and scroll down to the **Portfolio Breakdow**n. With the table selected, go to the application menu and select **View > Inspector > Organize**  to reveal the organize options in the sidebar.&#x20;

Under the **Filter** tab of the sidebar, toggle the filters off.  This will unhide all the rows of the table.&#x20;

Now scroll down to ACCOUNT 3.  Right-click on ACCOUNT 3 and select "Add Group Below" in the contextual menu.&#x20;

Rename the new group to "ACCOUNT 4"

<figure><img src="https://1714922137-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fl25uds0OJbgRcq45kX3M%2Fuploads%2FtXNVFuahi2qv8zHMARlj%2FADD%20ACCOUNT%20TO%20DASHBOARD.gif?alt=media&#x26;token=405f1ec5-b4b5-4ac1-9443-b7858dd3a8a2" alt=""><figcaption></figcaption></figure>

### 3. Edit the formulas in the row under ACCOUNT 4

Now you have to edit the formulas in the row that was just created when you added a new group to the table. To edit a cell's formula, double click in the cell to bring up the formula's pop up editor. To edit a part of the formula, double click on the part of the formula you want to edit.&#x20;

**In the very first cell** **of the row (A 302)**, change the formula to :&#x20;

`ACCOUNT 4::PLUMBING HOLDINGS::A3`

**In the second cell (B 302)** enter :&#x20;

`IF(A≠"",XLOOKUP(A,ACCOUNT 4::PLUMBING HOLDINGS::A,ACCOUNT 4::PLUMBING HOLDINGS::D,"",0),"-")`

**In all the other cells**, simply change `ACCOUNT 3` to `ACCOUNT 4` everywhere.  Some cells have no reference to ACCOUNT 3 and do not need any changes.&#x20;

<figure><img src="https://1714922137-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fl25uds0OJbgRcq45kX3M%2Fuploads%2FL6GD71hPwJKHw0XgivlL%2F2024-11-10%2015.39.38.gif?alt=media&#x26;token=f16e529a-74d7-4054-93c0-ef274aeddf66" alt=""><figcaption></figcaption></figure>

### 4. Add rows to ACCOUNT 4&#x20;

1. &#x20;In the application menu,  select **View > Inspector > Format**  to reveal the Format Sidebar.&#x20;
2. In the Table tab of the sidebar, under **Rows** enter the value **407**. This will add rows to your new account.&#x20;
3. Go back to **View > Inspector > Organize**  and toggle the filters back on.  This will hide all the unnecessary rows in your account to keep things tidy.&#x20;