Chart of accounts in SwiftlyBooks

Find an account

1. Choose a tab: Assets, Liabilities, Equity, Income or Expenses. All shows every one.
2. Tick Only accounts you added to leave out those your country's chart came with.
3. Once an account is hidden, tick Show hidden accounts to see it.

Add an account

1. Press New account, give its Name and choose its Kind.
2. Leave Code empty for the next free code of its kind, or type one of your own.
3. To group it under another account, press More details and choose its Heading.
4. Under More details, choose a Currency to keep it to that currency alone.
5. Press Add account.
6. To bring your old package's chart in, press Import: the move from another package reads it.

Change an account

1. Press an account's row to open it.
2. Change its Name, Code, Heading or Description, and press Save.
3. Press Hide for an account you no longer use, and Show to bring it back.
4. Press Delete, then Delete it, for an account nothing has used.

What it shows

• Each account's code, name, type and balance, indented under the heading it belongs to.
• An account with accounts under it is a heading: it takes no entries itself.
• An account kept in another currency names that currency beside it.

What stays as it is

• A padlock marks an account the books post to, such as a bank account, receivables or VAT. Rename it or describe it: its code, kind and currency stay, and it is never hidden or deleted.
• A wallet's account is closed with the wallet, in Banking.
• Before hiding an account, move its balance to another account, and choose another account on any item that posts to it.
• An account that has been used is hidden, never deleted: its entries stay in the books.

New accounts from elsewhere

• Adding a wallet in Banking adds its account, in the wallet's currency.
• Reading your old books in adds each old account you make a New account….

Good to know

• The chart is your country's, ready to use: every document posts to it.
• Each account added, changed, hidden or deleted is kept in the activity log.

Related

• Opening balances
• Moving in from another package
• Manual journals
• Reports