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Every transaction needs a home, and these accounts are where it lands.\u003C\u002Fp>\u003Cimg loading=\"lazy\" src=\"https:\u002F\u002Fcdn.sanity.io\u002Fimages\u002F59aqi1lf\u002Fproduction\u002F9790440646b13feb495d20453e82cf6a54869557-1614x900.png?w=1396&fit=crop&auto=format\" \u002F>\u003Cp>Think of it as \u003Cstrong>the master list of buckets for your income, expenses, assets, liabilities, and equity.\u003C\u002Fstrong>\u003C\u002Fp>\u003Ch2 id=\"what-is-a-chart-of-accounts\">\u003Cstrong>What is a Chart of Accounts?\u003C\u002Fstrong>\u003C\u002Fh2>\u003Cp>A Chart of Accounts, or COA, is the structured list of every account in your books. It groups transactions so your reports make sense and your books stay balanced.\u003C\u002Fp>\u003Cp>Each account has:\u003C\u002Fp>\u003Cul>\u003Cli>A \u003Cstrong>name\u003C\u002Fstrong> such as Sales or Bank Charges\u003C\u002Fli>\u003Cli>A \u003Cstrong>type\u003C\u002Fstrong> such as Asset, Liability, Equity, Income, or Expense\u003C\u002Fli>\u003Cli>A \u003Cstrong>balance\u003C\u002Fstrong> that updates as you record transactions\u003C\u002Fli>\u003C\u002Ful>\u003Cp>Your Profit & Loss and Balance Sheet are built from these accounts.\u003C\u002Fp>\u003Ch2 id=\"the-five-account-types\">\u003Cstrong>The five account types\u003C\u002Fstrong>\u003C\u002Fh2>\u003Cul>\u003Cli>\u003Cstrong>Assets:\u003C\u002Fstrong> what your business owns, for example bank accounts, equipment, inventory\u003C\u002Fli>\u003Cli>\u003Cstrong>Liabilities:\u003C\u002Fstrong> what your business owes, for example loans, supplier balances, VAT\u003C\u002Fli>\u003Cli>\u003Cstrong>Equity:\u003C\u002Fstrong> what’s left for the owner(s) after subtracting what the business owes from what it owns. It reflects the net value of the business.\u003C\u002Fli>\u003Cli>\u003Cstrong>Income:\u003C\u002Fstrong> money you earn from sales or services\u003C\u002Fli>\u003Cli>\u003Cstrong>Expenses:\u003C\u002Fstrong> money you spend to run the business\u003C\u002Fli>\u003C\u002Ful>\u003Ch2 id=\"where-to-view-your-chart-of-accounts\">\u003Cstrong>Where to view your Chart of Accounts\u003C\u002Fstrong>\u003C\u002Fh2>\u003Cp>You can see some your accounts in use on the general ledger.\u003C\u002Fp>\u003Col>\u003Cli>Go to \u003Cstrong>General Ledger\u003C\u002Fstrong> in the left-hand menu.\u003C\u002Fli>\u003Cli>Click \u003Cstrong>Filter → Category\u003C\u002Fstrong> to see the five types, or \u003Cstrong>Filter → Journal\u003C\u002Fstrong> to browse a specific account.\u003C\u002Fli>\u003Cli>You will see accounts like Sales, Bank Charges, Computers & Devices, VAT, Retained Earnings and more, each with a short description.\u003C\u002Fli>\u003C\u002Fol>\u003Cp>This view is perfect for checking what accounts exist and how entries post to them.\u003C\u002Fp>\u003Ch2 id=\"where-to-edit-or-add-accounts\">\u003Cstrong>Where to edit or add accounts\u003C\u002Fstrong>\u003C\u002Fh2>\u003Cp>You can only change the Chart of Accounts in \u003Cstrong>Finance settings\u003C\u002Fstrong>.\u003C\u002Fp>\u003Col>\u003Cli>Go to \u003Cstrong>Settings → Finance\u003C\u002Fstrong>.\u003C\u002Fli>\u003Cli>Under \u003Cstrong>Accounting\u003C\u002Fstrong>, select \u003Cstrong>Chart of Accounts\u003C\u002Fstrong>.\u003C\u002Fli>\u003Cli>Use the \u003Cstrong>Income, Expenses, Assets, Liabilities, Equity\u003C\u002Fstrong> tabs to find the right place.\u003C\u002Fli>\u003Cli>Click \u003Cstrong>Add account\u003C\u002Fstrong> to create a new one, or open an account to rename or update its description.\u003C\u002Fli>\u003Cli>Save your changes.\u003C\u002Fli>\u003C\u002Fol>\u003Ch3 id=\"example-add-a-new-income-account\">\u003Cstrong>Example: add a new income account\u003C\u002Fstrong>\u003C\u002Fh3>\u003Cp>You run workshops and want to track that income separately from general Sales.\u003C\u002Fp>\u003Col>\u003Cli>\u003Cstrong>Settings → Finance → Chart of Accounts\u003C\u002Fstrong>.\u003C\u002Fli>\u003Cli>Open the \u003Cstrong>Income\u003C\u002Fstrong> tab.\u003C\u002Fli>\u003Cli>Click \u003Cstrong>Add account\u003C\u002Fstrong>, choose \u003Cstrong>Income\u003C\u002Fstrong>, name it \u003Cstrong>Workshop Fees\u003C\u002Fstrong>, add a short description, then \u003Cstrong>Save\u003C\u002Fstrong>.\u003C\u002Fli>\u003C\u002Fol>\u003Cp>Next time you record workshop revenue, choose \u003Cstrong>Workshop Fees\u003C\u002Fstrong> and it will show as its own line in your Profit & Loss.\u003C\u002Fp>\u003Ch2 id=\"the-significance-of-a-chart-of-accounts\">\u003Cstrong>The significance of a Chart of Accounts?\u003C\u002Fstrong>\u003C\u002Fh2>\u003Cp>A tidy Chart of Accounts gives you clearer reports, easier tax prep, and fewer mistakes when categorising transactions.\u003C\u002Fp>\u003Cp>Keep it simple and add only the accounts you truly need.\u003C\u002Fp>\u003Ch3 id=\"good-to-know\">\u003Cstrong>Good to know\u003C\u002Fstrong>\u003C\u002Fh3>\u003Cul>\u003Cli>You cannot delete accounts that already have transactions. Archive them instead.\u003C\u002Fli>\u003Cli>stub adds key accounts automatically, for example Retained Earnings and VAT.\u003C\u002Fli>\u003Cli>Viewing happens in \u003Cstrong>General Ledger\u003C\u002Fstrong>. Editing and adding happens in \u003Cstrong>Finance settings\u003C\u002Fstrong>.\u003C\u002Fli>\u003C\u002Ful>",[1091,1093,1095,1097,1099,1101,1103],{"id":1092,"text":612,"style":614},"what-is-a-chart-of-accounts",{"id":1094,"text":692,"style":614},"the-five-account-types",{"id":1096,"text":760,"style":614},"where-to-view-your-chart-of-accounts",{"id":1098,"text":832,"style":614},"where-to-edit-or-add-accounts",{"id":1100,"text":930,"style":932},"example-add-a-new-income-account",{"id":1102,"text":1025,"style":614},"the-significance-of-a-chart-of-accounts",{"id":1104,"text":1049,"style":932},"good-to-know"]