What does the Chart of Accounts show me?

Also searched as: financial account list, parent and sub-accounts, view all accounts, download accounts CSV

Overview

The Chart of Accounts lists every financial institution and transaction category you've added in Financials. It lets you organize transactions by source and analyze finances over time.

• Parent accounts represent major transaction categories.
• Sub-accounts itemize more-specific subcategories within a parent account.

How to get there

1. In the Admin Dashboard's vertical menu, click the Financials tab to open it.
2. Click the Chart of Accounts tab.

The main summary window

• Accounts tab (shown by default) — parent accounts appear in the left column, with their sub-accounts in the column to the right. Click any account's row to open its Edit account area.
• Search tab — appears alongside the Accounts tab; see the separate article on searching for accounts.
• Show inactive toggle — switch this on to display deactivated accounts. Deactivated accounts show an Inactive badge next to their name.
• +Add New Account button — creates a new parent account or sub-account.
• Download CSV button — exports your account data to a file you can open in any spreadsheet program.

The account detail area

When you click an account in the list, its details appear on the right side of the window — account number, name, balance, account type, and detail type. Click the Edit account link there to change that account's information.

Related articles

• How do I create a new account in the Chart of Accounts?
• How do I search for accounts in the Chart of Accounts?