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How to Customize the Chart of Accounts
How to Customize the Chart of Accounts

Delete, add, or edit your chart of accounts.

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Written by Support Team
Updated over 2 years ago

Step 1: Select "Budgets" on the left side of the screen.

Step 2: Select "Edit Categories" in the upper right corner.

Step 3: Select either Expense Categories or Income Categories. Go through the accounts and delete the ones you do not need. You can also add subcategories to any account you keep, if you prefer.

Step 4: To delete the account, click Delete. To add a subcategory, click Add Subcategory.

Step 5: Once you have deleted all of the categories/accounts that you don't need, go through and add the ones you need, specific to your association or group. Click Add Expense Category or Add Income Category in the top right corner. You can then add subcategories as needed to the newly added accounts.

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