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Chart of accounts
Match accounts from your chart of accounts to your financial model
Access your chart of accounts via the Data sources button in the top-right corner of your model. Your chart of accounts is divided into two categories: accounts with and without activity (entries/transactions). Unused accounts can be ignored.
Chart of accounts view
Drag and drop accounts from your chart of accounts into your model to import actuals data. Multiple accounts can be matched to the same row or group. If rows haven't been set up yet, they can be auto-generated by dropping accounts on the left side of the model view, creating a row that correlates 1:1 with the account name.
Matching your chart of accounts to your financial model.
Accounts are categorized as Income (I), Expense (EX), Asset (A), Liability (L), or Equity (EQ)
Last modified 1mo ago