My CPA or other adviser has suggestions for how they want certain things categorized

No problem, we can accommodate that!

Please send an email to with your requests, and we will add these as notes to your account.

Some examples of these types of requests are:

  • Rename Category ABC to say Category XYZ.
  • Classify all personal transactions to a Loan account instead of an Equity account.
  • Instead of coding anything to a Personal equity account, create a set of Other Expenses on the P&L that include personal Chart of Accounts, such as Groceries, Babysitting, etc.
  • Use an asset account rather than an expense account for all transactions from a specific vendor.
  • Etc.

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