Chart of Accounts

The list of accounts that organizes everything in your books - you or your accountant can manage it.

The Chart of Accounts (CoA) is the backbone of your books. It's a structured list of every account used to record transactions - income, expenses, assets, liabilities, and equity. Every transaction you categorize in Kick flows into one of these accounts.

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Do you need to manage this?

For most business owners, the answer is no. Kick sets up a standard Chart of Accounts when you create your workspace, and you or your accountant can adjust it from there: adding, renaming, or restructuring accounts as needed for your specific business.

You'll interact with the CoA indirectly every time you categorize a transaction (you're assigning it to an account), but you don't need to understand the full structure to use Kick effectively.

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Where to find it

Go to Accounting -> Chart of Accounts to see the full list of accounts in your workspace, organized by type:

• Assets - what your business owns (bank accounts, equipment, receivables)
• Liabilities - what your business owes (loans, credit cards, payroll liabilities)
• Equity - the owner's stake in the business
• Income - revenue from your business activities
• Expenses - costs of running your business

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When you or your accountant adjusts the CoA

You or your accountant may add or rename accounts to better reflect your business - for example, creating separate accounts for different loan types, or splitting a broad expense category into more specific ones. These changes flow through automatically to your reports.

If you see a category in your transactions that you don't recognize, it may have been added during setup or by your accountant. You can always ask through Tasks.

When you create a custom CoA in your workspace, this account will not map automatically to a Category. This requires additional step to set up an Accounting Rule use Categories in categorization.

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The CoA and your reports

Your Profit & Loss and Balance Sheet are organized by the accounts in your CoA. A well-structured CoA means cleaner, more useful reports - which is why accountants often adjust it when they first access a new workspace.