Working with your Chart of Accounts

Your Chart of Accounts is the list of accounts that your organization uses to track funds and financial activity. It's called a "Chart of Accounts" by accounting convention but it isn't really a "chart" in the typical sense, so you might prefer to think of it as a "List of Accounts." 

Don't know what a Chart of Accounts is? Check out this article to learn about the Chart of Accounts!

Where is my Chart of Accounts?

To find your Chart of Accounts open the "Your Organization Name" menu and select "Chart of Accounts."

MonkeyPod comes loaded with the Chart of Accounts recommended by the National Council on Nonprofits for small nonprofit organizations, so no need to worry if you haven't developed your own Chart of Accounts yet!

How do I add an account?

To add an account go to your Chart of Accounts, then go to the type of account and click "Add ____ Account". Here is what it looks like to Add a Bank Account

From here you can put the information in for the account and add it in.

What else can I do with my Chart of Accounts?

You can merge accounts, reconcile accounts, edit accounts, create subaccounts, and so much more!

To do this, click on the three dots on the right-hand side of the account

and you'll see the following menu of actions:

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