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Chart of Accounts

Overview

The Chart of Accounts shows every ledger in your books arranged in a tree, by type and group, with a total at each level. Open Accounts > Chart of Accounts.

Chart of Accounts with total assets, total liabilities, equity, revenue minus expense, and net worth tiles, and the tree of account types and groups

Summary Tiles

TileWhat it shows
Total AssetsEverything you own or are owed
Total LiabilitiesEverything you owe
EquityThe owners' capital
Revenue - ExpenseIncome minus expenses — your profit, or a loss if it is negative
Net WorthTotal Assets minus Total Liabilities

The Tree

The tree has five account types, each split into groups. The number in brackets is how many ledgers are inside, and the amount on the right is the total.

TypeGroups
AssetsCurrent Assets, Fixed Assets, Investments
LiabilitiesCurrent Liabilities, Loans Liabilities
EquityCapital Account
Revenue/IncomeDirect Income, Indirect Income
Expense/CostDirect Expenses, Indirect Expenses
  • Click ⊕ next to a type or group to open it and see what is inside, down to each ledger
  • The arrows icon at the top right opens or closes the whole tree at once
  • Turn on Hide zero to hide ledgers and groups with no balance
  • Use Search here to find a ledger
Tip: Turn on Hide zero to see only the accounts that actually carry a balance — it makes the tree much shorter.

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Written by Super AdminPublished 9 Oct 2026Updated 9 Oct 20260 views