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Balancivo · Settings and security

Add a chart of accounts template

Add a ready-made set of categories for a business or a church in one click, without losing the ones you already have.

Who can do this: Owners.

Add a chart of accounts template · 51 sec · shown with a sample organization.
Read the transcript

A template adds a ready-made set of categories in one click. In Settings, find Chart of accounts templates. This line shows whether you're set up as a business, or a church or ministry. Each card says how many categories it would add. Our books are missing a few from the Business template. The Church or ministry template adds church categories, and also switches your statements to church wording. Click See what's added to preview the categories you'd get. Only the ones you don't already have are listed. Click Hide list to close it. Click Add, and Balancivo confirms how many it added. They're in your category list right away. Nothing you already had was changed or removed. Back at the template, the card now says All added. You can hide any new category you don't need.

A template is a ready-made list of categories for a kind of organization, so you don't have to build one from scratch. Balancivo has two: Business and Church or ministry.

Steps

  1. Go to Settings and find Chart of accounts templates. The top line tells you whether your organization is set up as a business or a church or ministry.
  2. Look at the template cards. Each one says how many categories it would add, or All added if you already have them all.
  3. Click See what's added to see the list of categories you'd get. Click Hide list to close it.
  4. Click Add, followed by the number of categories (for example, Add 12 categories). Balancivo confirms how many it added.

Good to know

  • Only an owner can add a template.
  • A template only adds the categories you don't have yet. Nothing is removed or renamed.
  • The Business template covers sales and service revenue, cost of goods, wages and payroll taxes, rent, utilities, marketing, and owner contributions and draws.
  • The Church or ministry template covers tithes, offerings, designated giving, missions, benevolence, pastoral salary and clergy housing allowance, ministry and facility costs, and fund transfers.
  • Adding the church template also switches your statements to church wording, such as Statement of Activities and Statement of Financial Position. See Print a financial statements package.
  • You can hide any template category you don't need. See Add, rename, or hide categories.

← Add, rename, or hide categoriesChange what Balancivo has learned →