Chart of Accounts

The Chart of Accounts is the foundation of your church's financial record-keeping. It defines all the account categories used to classify your transactions.

Accessing Chart of Accounts

Navigate to Stewardship > Setup & Configuration > Chart of Accounts in the sidebar.

What is a Chart of Accounts?

A Chart of Accounts is a structured list of all financial accounts your church uses. Each account has a type that determines how it's used in your financial records:

Account Type	Purpose	Examples
Asset	Things your church owns	Bank accounts, Equipment, Property
Liability	Things your church owes	Loans, Accounts Payable
Income/Revenue	Money coming in	Tithes, Offerings, Donations
Expense	Money going out	Utilities, Supplies, Salaries
Equity	Net worth / Fund balances	Retained Earnings, Net Assets

Account List

View all accounts with:

• Account Code -- A numerical code for the account (e.g., 1000, 4100)

• Account Name -- Descriptive name

• Account Type -- Asset, Liability, Income, Expense, or Equity

• Balance -- Current balance

• Status (Active, Inactive)

Creating an Account

1. Click Add Account or Create New.

2. Fill in:

   • Account Code -- A unique numerical code

   • Account Name -- Descriptive name (e.g., "Checking Account", "Office Supplies Expense")

   • Account Type -- Select from Asset, Liability, Income, Expense, or Equity

   • Description -- What this account is used for (optional)

   • Parent Account -- For sub-accounts, select a parent (optional)

3. Click Save.

Managing Accounts

Editing an Account

1. Click on the account.

2. Click Edit.

3. Modify the name, description, or other details.

4. Click Save.

Note: Changing an account type after transactions have been recorded is not recommended and may be restricted.

Deactivating an Account

If an account is no longer needed:

1. Open the account.

2. Set its status to Inactive.

3. Inactive accounts won't appear in transaction dropdowns but their historical data is preserved.

Best Practices

• Use consistent numbering -- Group accounts by type (e.g., 1000s for Assets, 2000s for Liabilities, 4000s for Income, 5000s for Expenses)

• Start simple -- Begin with essential accounts and add more as needed

• Don't delete accounts -- Deactivate unused accounts instead to preserve history