How-to guides

Match your chart of accounts to Francis

Click the database icon in the top bar to see your charter of accounts from your account tool.
Accounts are categorized into two buckets: the ones that include transactions (activity) and the ones that do not. The accounts with entries are the ones that are relevant to your model. The red notification in the top bar tells you the number of unmatched accounts with entries.
Drag-drop to match your charter of accounts to your Francis model. You can add multiple accounts to one Francis row/group.
You can drag data source accounts into normal rows and groups, but not Calculated Rows (since they are characterized by keeping their formula instead of showing actual values).