Accounting is available on Pro and Prime plans

Within the Chart of Accounts list you can easily search, filter and view your accounts.

  • Search for an account: Pull down the Chart of Accounts list to enable the search function.
  • Filter by type: Tap on the tabs at the top of the screen to filter by All, Assets, Liabilities, Equity, Income, Expenses and Archived.
  • View accounts:
    • If you would like to see all accounts, tap the expand button top right of the screen.
    • To see accounts within a certain group, double click on the account group line.

  • Search for an account: Type your keyword into the search bar at the top of the list.
  • Filter by type: Click on the tabs at the top of the screen to filter by All, Assets, Liabilities, Equity, Income, Expenses and Archived.
  • View an account:
    • If you would like to see all accounts, tap the expand button top right of the screen.
    • To see accounts within a certain group, double click on the account group line.

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