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Capital Accounts

The Capital Accounts tab is a specific tool created to monitor funds that are contributed by, or distributed to, business owners or investors.

Capital Accounts

Creating a New Capital Account

To create a new capital account, click on the New Capital Account button.

Capital AccountsNew Capital Account

Understanding the Capital Accounts Tab

The Capital Accounts tab features several columns that provide detailed information about each capital account:

Code

The Code column displays the unique code assigned to the capital account.

Name

The Name column shows the name of the capital account holder.

Control Account

The Control Account column displays the name of the control account associated with the capital account. If you haven't set up custom control accounts, the default name for all control accounts will be Capital Accounts.

Division

The Division column indicates the division that the capital account is associated with. If you are not using divisional accounting, this column will be blank.

Balance

The Balance column displays the overall total of all amounts (debits and credits) entered into the capital account. This figure is clickable, allowing you to view the individual transactions that contribute to the balance.

Customizing Displayed Columns

You can customize which columns are displayed in the Capital Accounts tab. Click the Edit Columns button to choose which columns you want to display.

Edit columns

For more information on customizing columns, see Edit Columns.