It’s easy. We automatically setup your ‘Chart of Accounts’ with a list of pre-defined, commonly used accounts (categories) that are normally used in the accounting world. 

However, you can always add more categories as per your needs. Here’s how:

a) Go the ‘Finance’ tab from the left-hand side panel and click on ‘Chart of Accounts’.

b) Next, click on the downward arrow next to ‘Add Account’ and select any of the 5 headers under which you would want to create the Account (category).

c) We will go ahead and create one under ‘Expense’. After entering the details, click on ‘Add Account’ and it will be successfully added.

You will get a message that it’s confirmed.

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