{"id":70540,"date":"2026-07-06T09:00:00","date_gmt":"2026-07-06T08:00:00","guid":{"rendered":"https:\/\/churchtools.academy\/help\/non-knowledgebase\/uncategorized\/how-to-create-an-account\/"},"modified":"2026-07-17T11:14:40","modified_gmt":"2026-07-17T10:14:40","password":"","slug":"how-to-create-an-account","status":"publish","type":"docs","link":"https:\/\/churchtools.academy\/en\/help\/churchtools-modules\/master-data-finance\/how-to-create-an-account\/","title":{"rendered":"How to create an account?"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">In this article, we&#8217;ll show you how to manually add an account to a fiscal year.<\/p>\n\n\n\n<aside class=\"wp-block-group ct-box ct-box-blue has-background is-vertical is-layout-flex wp-container-core-group-is-layout-1ccdadb1 wp-block-group-is-layout-flex\" style=\"border-radius:8px;border-left-color:#3e70ce;border-left-width:0.5rem;background-color:#f3f5f7;margin-top:var(--wp--preset--spacing--60);margin-bottom:var(--wp--preset--spacing--60)\">\n<p class=\"wp-block-paragraph\" style=\"margin-top:0.5rem;margin-right:0.5rem;margin-bottom:0rem;margin-left:0.5rem\"><strong>Note<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\" style=\"margin-top:0rem;margin-right:0.5rem;margin-bottom:0.5rem;margin-left:0.5rem\">We&#8217;ll show you how to import account information from a file in our guide <a href=\"https:\/\/churchtools.academy\/en\/help\/churchtools-modules\/import-and-export-finances-en\/how-to-import-account-data-from-a-file\/\" data-type=\"docs\" data-id=\"37906\">&#8220;How to import account information from a file?&#8221;<\/a> And we&#8217;ll show you how to set up an entire chart of accounts in our guide <a href=\"https:\/\/churchtools.academy\/en\/help\/churchtools-modules\/master-data-finance\/how-to-set-up-an-account-chart\/\" data-type=\"docs\" data-id=\"7176\">&#8220;How to set up a chart of accounts?<\/a>&#8220;<\/p>\n<\/aside>\n\n\n\n<h2 class=\"wp-block-heading\">1. Add account types, classes, and groups, as well as tax types <\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">To add accounts manually, you must first add all <em>the required account types, classes<\/em>, and <em> groups<\/em>, as well as <em>tax types<\/em>.<\/p>\n\n\n\n<aside class=\"wp-block-group ct-box ct-box-blue has-background is-vertical is-layout-flex wp-container-core-group-is-layout-1ccdadb1 wp-block-group-is-layout-flex\" style=\"border-radius:8px;border-left-color:#3e70ce;border-left-width:0.5rem;background-color:#f3f5f7;margin-top:var(--wp--preset--spacing--60);margin-bottom:var(--wp--preset--spacing--60)\">\n<p class=\"wp-block-paragraph\" style=\"margin-top:0.5rem;margin-right:0.5rem;margin-bottom:0rem;margin-left:0.5rem\"><strong>Note<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\" style=\"margin-top:0rem;margin-right:0.5rem;margin-bottom:0.5rem;margin-left:0.5rem\">This is only necessary if you haven&#8217;t created any account types, etc., yet, or if you need additional ones. All existing master data in the <em><strong>General<\/strong><\/em> section is automatically carried over to new fiscal years. <\/p>\n<\/aside>\n\n\n\n<p class=\"wp-block-paragraph\">To do this, navigate to <em>the<\/em> relevant <em>tab<\/em> (2) in the <em>master data<\/em> (1) and click <em>Add<\/em> (3).<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><a href=\"https:\/\/churchtools.academy\/wp-content\/uploads\/2026\/07\/Finances_Master-data_Accounts_Add.png\"><img fetchpriority=\"high\" decoding=\"async\" width=\"2328\" height=\"878\" src=\"https:\/\/churchtools.academy\/wp-content\/uploads\/2026\/07\/Finances_Master-data_Accounts_Add.png\" alt=\"Screenshot Finances Master data Accounts Add\" class=\"wp-image-82315\" srcset=\"https:\/\/churchtools.academy\/wp-content\/uploads\/2026\/07\/Finances_Master-data_Accounts_Add.png 2328w, https:\/\/churchtools.academy\/wp-content\/uploads\/2026\/07\/Finances_Master-data_Accounts_Add-300x113.png 300w, https:\/\/churchtools.academy\/wp-content\/uploads\/2026\/07\/Finances_Master-data_Accounts_Add-1024x386.png 1024w, https:\/\/churchtools.academy\/wp-content\/uploads\/2026\/07\/Finances_Master-data_Accounts_Add-768x290.png 768w, https:\/\/churchtools.academy\/wp-content\/uploads\/2026\/07\/Finances_Master-data_Accounts_Add-1536x579.png 1536w, https:\/\/churchtools.academy\/wp-content\/uploads\/2026\/07\/Finances_Master-data_Accounts_Add-2048x772.png 2048w, https:\/\/churchtools.academy\/wp-content\/uploads\/2026\/07\/Finances_Master-data_Accounts_Add-360x136.png 360w\" sizes=\"(max-width: 2328px) 100vw, 2328px\" \/><\/a><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">2. Add an account<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Next, navigate to <em>Accounts<\/em> (1) within the <em>master data<\/em> for the relevant fiscal year. Using the context menu (2), you can, among other things, <em>delete all accounts for a fiscal year<\/em> (3). To create a new account, click <em>Add<\/em> (4).  <\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><a href=\"https:\/\/churchtools.academy\/wp-content\/uploads\/2026\/07\/Finances_Master-data_Delete-all-accounts.png\"><img decoding=\"async\" width=\"2442\" height=\"976\" src=\"https:\/\/churchtools.academy\/wp-content\/uploads\/2026\/07\/Finances_Master-data_Delete-all-accounts.png\" alt=\"Screenshot Finances Master data Delete all accounts\" class=\"wp-image-82318\" srcset=\"https:\/\/churchtools.academy\/wp-content\/uploads\/2026\/07\/Finances_Master-data_Delete-all-accounts.png 2442w, https:\/\/churchtools.academy\/wp-content\/uploads\/2026\/07\/Finances_Master-data_Delete-all-accounts-300x120.png 300w, https:\/\/churchtools.academy\/wp-content\/uploads\/2026\/07\/Finances_Master-data_Delete-all-accounts-1024x409.png 1024w, https:\/\/churchtools.academy\/wp-content\/uploads\/2026\/07\/Finances_Master-data_Delete-all-accounts-768x307.png 768w, https:\/\/churchtools.academy\/wp-content\/uploads\/2026\/07\/Finances_Master-data_Delete-all-accounts-1536x614.png 1536w, https:\/\/churchtools.academy\/wp-content\/uploads\/2026\/07\/Finances_Master-data_Delete-all-accounts-2048x819.png 2048w, https:\/\/churchtools.academy\/wp-content\/uploads\/2026\/07\/Finances_Master-data_Delete-all-accounts-360x144.png 360w\" sizes=\"(max-width: 2442px) 100vw, 2442px\" \/><\/a><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">In the dialog box that opens, you can now enter all the necessary information for your new account and then save it.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full is-resized\"><a href=\"https:\/\/churchtools.academy\/wp-content\/uploads\/2025\/08\/Finances_Master-data_Create-account-1.png\"><img decoding=\"async\" width=\"562\" height=\"1406\" src=\"https:\/\/churchtools.academy\/wp-content\/uploads\/2025\/08\/Finances_Master-data_Create-account-1.png\" alt=\"Screenshot Finances Master-data Create-account\" class=\"wp-image-70553\" style=\"aspect-ratio:0.3997147311692888;width:369px;height:auto\" srcset=\"https:\/\/churchtools.academy\/wp-content\/uploads\/2025\/08\/Finances_Master-data_Create-account-1.png 562w, https:\/\/churchtools.academy\/wp-content\/uploads\/2025\/08\/Finances_Master-data_Create-account-1-120x300.png 120w, https:\/\/churchtools.academy\/wp-content\/uploads\/2025\/08\/Finances_Master-data_Create-account-1-409x1024.png 409w, https:\/\/churchtools.academy\/wp-content\/uploads\/2025\/08\/Finances_Master-data_Create-account-1-205x512.png 205w\" sizes=\"(max-width: 562px) 100vw, 562px\" \/><\/a><\/figure>\n\n\n\n<aside class=\"wp-block-group ct-artikel-zum-weiterlesen has-background is-layout-constrained wp-container-core-group-is-layout-79a8db7e wp-block-group-is-layout-constrained\" style=\"border-radius:8px;background-color:#f9fafb;margin-top:24px;margin-bottom:24px;padding-top:32px;padding-right:24px;padding-bottom:32px;padding-left:24px\">\n<h2 class=\"wp-block-heading has-medium-font-size\">Read more<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/churchtools.academy\/en\/help\/churchtools-modules\/master-data-finance\/master-data-overview\/\">Overview of master data<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/churchtools.academy\/en\/help\/churchtools-modules\/master-data-finance\/how-to-set-up-an-account-chart\/\">How to create a chart of accounts?<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/churchtools.academy\/en\/help\/churchtools-modules\/import-and-export-finances-en\/how-to-import-account-data-from-a-file\/\">How to import account data from a file?<\/a><\/li>\n<\/ul>\n<\/aside>\n","protected":false},"excerpt":{"rendered":"<p>In this article, we&#8217;ll show you how to manually add an account to a fiscal year. 1. Add account types, classes, and groups, as well as tax types To add accounts manually, you must first add all the required account types, classes, and groups, as well as tax types. To do this, navigate to the [&hellip;]<\/p>\n","protected":false},"author":7,"featured_media":0,"comment_status":"open","ping_status":"closed","template":"","meta":{"_acf_changed":false,"footnotes":""},"doc_category":[441],"doc_tag":[],"knowledge_base":[224],"class_list":["post-70540","docs","type-docs","status-publish","hentry","doc_category-master-data-finance","knowledge_base-churchtools-modules"],"pp_statuses_selecting_workflow":false,"pp_workflow_action":"current","pp_status_selection":"publish","pp_force_visibility":null,"pp_subpost_visibility":null,"pp_inherited_force_visibility":null,"pp_inherited_subpost_visibility":null,"acf":[],"year_month":"2026-07","word_count":145,"total_views":"73","reactions":{"happy":"0","normal":"0","sad":"0"},"author_info":{"name":"Victoria Weidemann","author_nicename":"vweidemann","author_url":"https:\/\/churchtools.academy\/en\/author\/vweidemann\/"},"doc_category_info":[{"term_name":"Master data","term_url":"https:\/\/churchtools.academy\/en\/help\/churchtools-modules\/master-data-finance\/"}],"doc_tag_info":[],"knowledge_base_info":[{"term_name":"Modules","term_url":"https:\/\/churchtools.academy\/en\/help\/churchtools-modules\/","term_slug":"churchtools-modules"}],"knowledge_base_slug":["churchtools-modules"],"_links":{"self":[{"href":"https:\/\/churchtools.academy\/en\/wp-json\/wp\/v2\/docs\/70540","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/churchtools.academy\/en\/wp-json\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/churchtools.academy\/en\/wp-json\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/churchtools.academy\/en\/wp-json\/wp\/v2\/users\/7"}],"replies":[{"embeddable":true,"href":"https:\/\/churchtools.academy\/en\/wp-json\/wp\/v2\/comments?post=70540"}],"version-history":[{"count":18,"href":"https:\/\/churchtools.academy\/en\/wp-json\/wp\/v2\/docs\/70540\/revisions"}],"predecessor-version":[{"id":82322,"href":"https:\/\/churchtools.academy\/en\/wp-json\/wp\/v2\/docs\/70540\/revisions\/82322"}],"wp:attachment":[{"href":"https:\/\/churchtools.academy\/en\/wp-json\/wp\/v2\/media?parent=70540"}],"wp:term":[{"taxonomy":"doc_category","embeddable":true,"href":"https:\/\/churchtools.academy\/en\/wp-json\/wp\/v2\/doc_category?post=70540"},{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/churchtools.academy\/en\/wp-json\/wp\/v2\/doc_tag?post=70540"},{"taxonomy":"knowledge_base","embeddable":true,"href":"https:\/\/churchtools.academy\/en\/wp-json\/wp\/v2\/knowledge_base?post=70540"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}