The Chart of Accounts (also called “Business Categories” in the sidebar) is your master list of financial categories. Every transaction you categorize goes into one of these accounts, and every report is built from them.Documentation Index
Fetch the complete documentation index at: https://cashflowy.ai/docs/llms.txt
Use this file to discover all available pages before exploring further.
How it’s organized
- Bucket - the top-level type (Asset, Liability, Equity, Revenue, Expense)
- Account - the financial account within the bucket (e.g., Checking Account, Accounts Receivable)
- Category - a grouping within an account (e.g., Consulting Income under Service Revenue)
- Subcategory - the most specific level, nested inside a category
What you can do
| Action | Details |
|---|---|
| Browse | View the full category tree, organized by account type |
| Add category | Create a new Category (top-level folder) or Subcategory (nested inside an existing category) |
| Edit | Change the name or description of a custom category you created |
| Delete | Remove custom categories (system-default categories are locked) |
System vs. custom categories
Cashflowy comes with a standard set of categories out of the box. These cover the most common accounts for small businesses. You can’t delete system categories, but you can:- Add custom categories for anything specific to your business
- Organize subcategories to match your industry or preferences
