Accounting Categories

Account Categories

Adding a New Account Category

  1. Open Curacubby
  2. Click "Miscellaneous" under the Settings section of the left sidebar
  3. The "Chart of Accounts" section will be open by default
  4. Click "+ Add New"
  5. Click on the new account name to rename the account
  6. Type in the new account name

Refer to this walkthrough to add a new Account Category:

7 STEPS

1. Scroll down and click Miscellaneous

Step 1 image

2. The Chart of Accounts section will be open by default.

Step 2 image

3. Scroll down and click Add New

Step 3 image

4. Click the account name to rename the account.

Step 4 image

5. With your mouse, select text in the account name box

Step 5 image

6. Type the new account name

Step 6 image

7. That's it. You're done.

Step 7 image

Here's an interactive tutorial

** Best experienced in Full Screen (click the icon in the top right corner before you begin) **

https://www.iorad.com/player/1659240/Adding-a-New-Account-Category



Next step

Organizing Your Chart of Account Categories: 

You are able to organize your chart of accounts into categories and sub-categories, for easier viewing and organization.
To do this: 

  1. Click "Miscellaneous" under the Settings section of the left sidebar
  2. The "Chart of Accounts" section will be open by default
  3. To make an accounting category a subcategory, drag and drop the accounting category so that it is displayed underneath an alternate accounting category.

    For example:
    If you would like to separate your monthly tuition accounting by grade level, you are able to organize your accounting categories so that each grade level has it's own accounting category that is also associated with "Monthly Tuition," as shown in the video below: