Books offer a simple way to segment accounts. A book will then offer key insights aggregated at book-level.
A book exists within an office, and can hold accounts from different banks and currencies.
How to create a new book
Navigate to 'Books' in the left Navbar
Select 'New book'
Give your book a name
Optionally start adding accounts to the book
How to add accounts to a book
Navigate to 'Books' in the left Navbar
Select the book you want to add accounts to
Click on 'Add Accounts'
Select the accounts you want to add to the book