This guide covers how to add chart of accounts (COA – the individual revenue and expense line items your books are organized into) to an existing budget.
Getting Started
1. Navigate to Operational Budgets 2.0.
2. Open the budget you want to add chart of accounts to.
Adding Chart of Accounts
1. Locate the triple-dot menu at the very top right of the budget.
2. Click Select Chart of Accounts.
3. In the Chart of Accounts pop-up, select which accounts to add. Each department is an accordion with a checkbox that selects or deselects the entire department, and inside each accordion you can select or deselect any individual chart of account to include in the budget.
