Access the Chart of Accounts
To view or manage your accounts:
Navigate to the Sidebar
Under Main, select Chart of Accounts
This opens the Chart of Accounts table where all your ledger and bank accounts are listed.
At the top of the page, accounts are grouped into categories:
Assets – Accounts representing resources owned by the business, such as bank accounts, cash, and receivables.
Liabilities – Accounts showing what the business owes, such as loans or payables.
Equity – Accounts representing the owner's interest in the business.
Revenue – Accounts used to record income earned by the business.
Expenses – Accounts used to record business costs and operational spending.
These categories help keep your financial structure organized and easy to review.
Create a New Chart of Account
To add a new account:
Click Add Chart of Account
Choose one of the available options:
Single
Bulk
Create a Single Chart of Account
To create an individual account:
Select Single
Enter the required details in the modal:
Account Name – The name of the account.
Account Type – The main category of the account (Assets, Liabilities, Equity, Revenue, or Expenses).
Sub-Type – A more specific classification within the selected account type.
Account Code (Optional) – A unique code used for internal accounting structure.
Click Create
The new account will immediately appear in your Chart of Accounts table.
Create Chart of Accounts in Bulk
If you need to create multiple accounts at once, you can use the bulk creation option.
To do this:
Click Add Chart of Account
Select Bulk
You will be prompted to upload a document containing a list of accounts to create. The document may include additional information such as opening balances if applicable.
Alternatively, you can provide instructions to Adam to generate the accounts for you.
Once submitted, Adam will process the information and automatically create the accounts in your Chart of Accounts table.
This method helps speed up the setup process when managing multiple accounts.
Merge Duplicate Accounts
Duplicate accounts can sometimes occur when accounts with similar names or purposes are created more than once. To maintain clean and accurate records, duplicates should be merged.
To merge duplicate accounts:
Locate the duplicate account in the Chart of Accounts table
Click the Edit icon
Select Merge Account
A confirmation message will appear explaining that:
All transactions from the source account will be transferred to the target account
The source account will be permanently deleted
From the dropdown list, select the account you want to merge into, then confirm the action.
Adam will move all transactions into the selected account and remove the duplicate, leaving you with a single organized account.