Change the category an account sits in within your chart of accounts

When you view your chart of accounts, each account shows within a category. If you want to move an account into a different category, you can use the Reclassify option.

Click the Chart of Accounts tab.
Click the Profit & loss or Balance sheet tab.
Click Reclassify.
Select the account you want to reclassify.
Select the category you want to move the account to.
Click Save.

Changes you make will be reflected in the layouts of all forecasts and reports for the organisation.

📌TIP: To move accounts within a category, use the Reorder option.

Sync an import template with your Futrli account

Chart of Accounts in Futrli

Reorder your chart of accounts

Create an account group in your chart of accounts

Apply a switch rule to a balance sheet account