Simple Bookkeeping Template - Chart of Accounts

This video shows you how to add new categories to your expense and income area of your chart of accounts. It also shows you how to sort those sections alphabetically without disrupting the order of the other sections.
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Video Summary: Overview of the Chart of Accounts Page
1. Structure of the Chart of Accounts (00:00:01)
Divided into three main categories:
--- Expense Categories
--- Income Categories
--- Equity Categories
Automatically populated:
Values update dynamically based on entries in the Monthly Tabs.
--- Example: If there are no expenses in the monthly tabs, the chart will display zeros.
2. Adding New Categories (00:00:47)
Steps to add a new category:
--- Enter the desired category name in the relevant section.
------ Example: Adding "Marketing" as a new category.
--- Ensure the new category is functional and integrates seamlessly with other data.
3. Sorting Categories Alphabetically
Steps to alphabetize a category list:
--- Highlight the relevant cells in the section (e.g., the expense or income section).
--- Right-click and select View More Cell Actions.
--- Choose Sort Range → A to Z.
This method only sorts the selected section without affecting others.
4. Summary of Key Features
Categories are flexible and customizable.
Automatic updates ensure the chart reflects the latest data from the monthly tabs.
Sorting tools make it easy to organize and maintain the chart for quick reference.