Accounting is available on Prime and Pro plans.

You can use the existing Chart of Accounts, rename it if needed and create new accounts (categories of transactions).

To add new accounts to your Chart of Accounts:

  1. Tap on the plus icon at the bottom of your mobile screen or the plus icon next to the account group on the web.
  2. Add your account name and description.
  3. Press save.

Some accounts may require account type and/or currency to be selected as well, for example, in Cash and Equivalents account you have to select its type:

  • Bank account
  • Cash
  • Undeposited funds

By default your Chart of Accounts will include a Cash on Hand account. This tracks any physical cash you have on hand to be deposited.

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