> For the complete documentation index, see [llms.txt](https://docs.kick.co/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.kick.co/setting-up/chart-of-accounts.md). # Chart of Accounts 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. *** ### 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 your accountant manages 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. *** ### 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 *** ### When your accountant adjusts the CoA 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 was likely added by your accountant. You can always ask them through [Tasks](/working-with-your-team/tasks.md). {% hint style="info" %} 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](/common-workflows/rules.md) use Categories in [categorization](/common-workflows/categorization.md). {% endhint %} *** ### The CoA and your reports Your [Profit & Loss](/reports/profit-and-loss.md) and [Balance Sheet](/reports/balance-sheet.md) 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. --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter: ``` GET https://docs.kick.co/setting-up/chart-of-accounts.md?ask=&goal= ``` `ask` is the immediate question: it should be specific, self-contained, and written in natural language. `goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.