Chart of accounts

Open Chart of Accounts to see every account available for categorizing transactions.

What every account has

• Account type — filterable by a hierarchy of account-type groups.
• Detail type — a more specific classification within the account type.
• Sub-account — accounts can nest under a parent account.
• Balance — shown for Bank-type accounts.

Adding and editing

Click Add New to create an account. Open any existing account to edit it in the same form.

Next

• AI categorization — where accounts from this list get applied to transactions.