Where can I find a list of the account categories you use?

To see a list of the account categories (also known as a Chart of Accounts) that we've currently applied to your books, open the Summary Reports link in your Dashboard. On the Profit & Loss reports you will see all the income and expense accounts. And on the Balance Sheet report, you will see a list of the asset, liability, and equity accounts we've used.

However, this is only a list of accounts currently in use. Feel free to add any account categories you'd like to your Transaction Detail sheet.

Click here if you'd like to see a sample Chart of Accounts.

Still need help? Contact Us Contact Us