Selecting a Financial Account Associated with a Household

Use the following procedure to select a financial account associated with a household.

To select a financial account associated with a household

1. Navigate to the Households screen, and then the List view.

2. In the Households list, drill down on the desired household, and click the Financial Accounts view tab.

3. In the Financial Accounts list, select the Aggregation Select field for the accounts you want to select.

Note: You can also click Select All to select all accounts, or click Select None to clear all accounts.