Review the chart of accounts

When you first set up your company in Accounting Start, we create a set of categories. We base these on your type of business: Sole trader, limited company or limited liability partnership (LLP).

We use categories to group your transactions so you can see how your business is performing.

Each category has a Group and Type that determines how transactions appear on your financial reports. These include the Profit and Loss and the Balance Sheet.

All your ledger accounts appear in the Chart of Accounts list.

Find a category

For help with finding a category, view our article Show or hide a category. 

Export the chart of accounts

You can export the list of categories to an Excel spreadsheet.

Import a chart of accounts

Use our CSV file template to import your existing chart of accounts. Useful if you're coming from another system and want to use the same ledger accounts.

You can only do this when you haven't entered any transactions in Accounting Start.

See how to import your chart of accounts.

Create categories

Create as many new categories as you need.

Edit categories

Edit your existing categories. 

Generate a list of categories

To see or export a list of categories, view the chart of accounts list. 

• Unable to find a nominal ledger account when creating transactions
• About the Nominal Activity report