Your chart of accounts

The chart of accounts lists every account in your books: bank accounts, what customers owe you, sales, expenses and so on. Ledgri sets one up for you when you create your books, matched to your country and business type.

Add an account

Click Add account, then enter a Code, a Name, the Type (asset, liability, equity, income or expense) and the Detail type. Most businesses rarely need new accounts; ask your accountant if you're unsure.

System accounts

Some accounts are marked System account, such as Accounts receivable or Sales tax payable. Ledgri uses them automatically, so they can't be deleted.

Retire an account

Edit it and untick Active. Its history stays in your reports, but it no longer appears in lists.