Accounts
Accounts represent where money comes from and goes — bank accounts, cash, credit cards, etc. Use them to organize your financial tracking.
Not in the sidebar. The chart of accounts is not currently listed under Resources. It still works, and it is still reachable at
/businesses/<id>/accounts— nothing has been removed and no existing chart has been touched.It is hidden because it cannot yet finish what it starts. A chart of accounts implies a trial balance and a balance sheet, and both need every transaction to record two sides — the income and the receivable behind it, the expense and the cash that paid it. Gee Ledger records one. So the accounts you create will total your income and expenses correctly, and any asset, liability or equity account you add will sit at zero, because nothing posts to it.
If you already keep a chart, everything you had continues to work: your categories keep their default accounts, the Accounts tab stays on the Reports page, and the account-coded general ledger export still carries your codes.
Account Types
| Type | Description | Example |
|---|---|---|
| Asset | What you own | Bank account, cash register, inventory |
| Liability | What you owe | Credit card, loan, accounts payable |
| Equity | Owner’s stake | Owner’s capital, retained earnings |
| Income | Revenue sources | Sales, services, interest |
| Expense | Costs incurred | Rent, utilities, supplies |
Creating an Account
- Navigate to Accounts in the sidebar
- Click New Account
- Enter a name and select the type
- Optionally select a parent account to create a sub-account
- Click Create
Sub-Accounts
Accounts support a parent-child hierarchy. Use sub-accounts to organize your chart of accounts into logical groups:
- A sub-account inherits the same type as its parent
- Example: Bank Accounts (Asset) → Maybank Savings (Asset), CIMB Current (Asset)
- Sub-accounts appear indented under their parent in the accounts list
Using Accounts
When creating a transaction, you can optionally assign it to an account. This helps track:
- Which bank account received a payment
- Which credit card was used for an expense
- Cash register balances
Default Accounts
You can set a default account to pre-fill on new transactions, saving time on repetitive entries.
Related
- Transactions — Assign transactions to accounts
- Reports & Analytics — Account-based reporting
- Import & Export — Bulk import accounts from CSV