Account# Account Display Name / Category Parent Account#

Instructions
• Fill the data in the firs
• Chart of Accounts is t
• Do not alter column h
• All columns are mand
• Account#: Alphanum
previous uploads will be
Accounts section in the
• Account Display Nam
the report legend as ca
• Parent Account#: Par
the drill down operatio
previous uploads or spe
to their Parent.
• The top most Accoun
(Account# 2) accounts w
setting the parent of an
Instructions
• Fill the data in the first sheet "Chart of Accounts"
• Chart of Accounts is the first dataset that should be uploaded.
• Do not alter column headers.
• All columns are mandatory.
• Account#: Alphanumeric string denoting account numbers. Account numbers uploaded as part of
previous uploads will be ignored in this upload. If you want to update the Account, use the
Accounts section in the Dashboard.
• Account Display Name / Category: The descriptive name for the account. This will be shown on
the report legend as categories. You may want to make this look nice.
• Parent Account#: Parent account number for the account. This mapping decides the hierarchy for
the drill down operations in the report. Parent Account numbers should be either uploaded in
previous uploads or specified in this sheet with respective Account Display Name and the mapping
to their Parent.
• The top most Accounts in the hierarchy, should fall under Income (Account# 1) or Expense
(Account# 2) accounts which are preset in the database. You can configure this in the sheet by
setting the parent of an account as 1 for Income or 2 for Expense.