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How Do I See Asset Sub-Categories Like Cash and Bank

Within Assets, accounts are further organized into sub-groups - Cash and Bank, Inventory, Money in Transit, Other Long-Term Asset, Other Short-Term Asset, and…

Steps

  1. Go to Finances → Chart of Accounts and click the "Assets" tab.
  2. Click "Groups" in the toolbar to switch from the flat table to a grouped view.
  3. Scroll through each sub-group heading (e.g. "Cash and Bank") to see only the accounts that belong to it, along with a "Total: X accounts" count.
  4. Use the "+ Add account" button shown directly under a sub-group heading to add a new account into that specific sub-group.

Related Articles

  • How Do I View Only Asset Accounts?
  • How Do I Add a New Account?
  • Why Do Bank Accounts Appear Under Assets?

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