Steps to creating and save custom account groups

Make sure you’re logged into NAB Connect to get started.

  1. From the Accounts menu, select ‘Account summary’.
  2. Your default list of accounts will display. To create a custom group of accounts, select ‘Manage group’.
  3. You can create a new group of accounts by using the New selection option or edit an existing group with the ‘Select existing group’ option.
  4. Select the accounts from the ‘Available accounts’ list.
  5. Select Save group if you would like to save this as a custom group for quick access. You can create a name for the selected group of accounts.
  6. Choose ‘Select’ (or ‘Select and save’ if you’re saving a custom group) to continue. Your selected accounts will be displayed. 
  7. To view any custom account groups, select the drop-down option within the filter section.

Setting a default account group on the Account summary screen

  1. From the Accounts menu, select ‘Account summary’.
  2. Select Page settings.
  3. Set your default view for your balances by selecting either ‘Current’ or ‘End of Day’.
  4. Under Group, select the account group you want displayed by default.
  5. Select Save.

Related guides

See some of our other guides to help you get the most out of NAB Connect.

Contact us for NAB Connect enquiries

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