{"id":70540,"date":"2025-08-11T13:17:22","date_gmt":"2025-08-11T12:17:22","guid":{"rendered":"https:\/\/churchtools.academy\/help\/non-knowledgebase\/uncategorized\/how-to-create-an-account\/"},"modified":"2026-06-26T12:20:56","modified_gmt":"2026-06-26T11:20:56","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\/de\/help\/churchtools-module\/stammdaten\/30-wie-lege-ich-einen-kontenrahmen-an\/\" data-type=\"docs\" data-id=\"7176\">&#8220;How to set up a chart of accounts?<\/a>&#8220;<\/p>\n<\/aside>\n\n\n\n<p class=\"wp-block-paragraph\">To add accounts manually, you must first create all <em>the<\/em> required <em>account types, classes<\/em>, and <em> groups<\/em>, as well as <em>tax types<\/em>.<\/p>\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\/2025\/08\/Finances_Master-data_Account-types.png\"><img fetchpriority=\"high\" decoding=\"async\" width=\"1852\" height=\"792\" src=\"https:\/\/churchtools.academy\/wp-content\/uploads\/2025\/08\/Finances_Master-data_Account-types.png\" alt=\"Screenshot Finances Master data Account types\" class=\"wp-image-70545\" srcset=\"https:\/\/churchtools.academy\/wp-content\/uploads\/2025\/08\/Finances_Master-data_Account-types.png 1852w, https:\/\/churchtools.academy\/wp-content\/uploads\/2025\/08\/Finances_Master-data_Account-types-300x128.png 300w, https:\/\/churchtools.academy\/wp-content\/uploads\/2025\/08\/Finances_Master-data_Account-types-1024x438.png 1024w, https:\/\/churchtools.academy\/wp-content\/uploads\/2025\/08\/Finances_Master-data_Account-types-768x328.png 768w, https:\/\/churchtools.academy\/wp-content\/uploads\/2025\/08\/Finances_Master-data_Account-types-1536x657.png 1536w, https:\/\/churchtools.academy\/wp-content\/uploads\/2025\/08\/Finances_Master-data_Account-types-360x154.png 360w\" sizes=\"(max-width: 1852px) 100vw, 1852px\" \/><\/a><\/figure>\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. <br><br><img decoding=\"async\" width=\"362\" height=\"670\" class=\"wp-image-70547\" style=\"width: 150px\" src=\"https:\/\/churchtools.academy\/wp-content\/uploads\/2025\/08\/Finances_Master-data_General.png\" alt=\"Screenshot Finances Master data General\" srcset=\"https:\/\/churchtools.academy\/wp-content\/uploads\/2025\/08\/Finances_Master-data_General.png 362w, https:\/\/churchtools.academy\/wp-content\/uploads\/2025\/08\/Finances_Master-data_General-162x300.png 162w, https:\/\/churchtools.academy\/wp-content\/uploads\/2025\/08\/Finances_Master-data_General-277x512.png 277w, https:\/\/churchtools.academy\/wp-content\/uploads\/2025\/08\/Finances_Master-data_General-27x50.png 27w\" sizes=\"(max-width: 362px) 100vw, 362px\" \/><\/p>\n<\/aside>\n\n\n\n<p class=\"wp-block-paragraph\">Next, navigate to <em>Accounts<\/em> (2) in the <em>Master Data<\/em> (1) for the relevant fiscal year 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\/2025\/08\/Finances_Master-data_Accounts.png\"><img decoding=\"async\" width=\"2094\" height=\"894\" src=\"https:\/\/churchtools.academy\/wp-content\/uploads\/2025\/08\/Finances_Master-data_Accounts.png\" alt=\"Screenshot Finances Master data Accounts\" class=\"wp-image-70549\" srcset=\"https:\/\/churchtools.academy\/wp-content\/uploads\/2025\/08\/Finances_Master-data_Accounts.png 2094w, https:\/\/churchtools.academy\/wp-content\/uploads\/2025\/08\/Finances_Master-data_Accounts-300x128.png 300w, https:\/\/churchtools.academy\/wp-content\/uploads\/2025\/08\/Finances_Master-data_Accounts-1024x437.png 1024w, https:\/\/churchtools.academy\/wp-content\/uploads\/2025\/08\/Finances_Master-data_Accounts-768x328.png 768w, https:\/\/churchtools.academy\/wp-content\/uploads\/2025\/08\/Finances_Master-data_Accounts-1536x656.png 1536w, https:\/\/churchtools.academy\/wp-content\/uploads\/2025\/08\/Finances_Master-data_Accounts-2048x874.png 2048w, https:\/\/churchtools.academy\/wp-content\/uploads\/2025\/08\/Finances_Master-data_Accounts-360x154.png 360w\" sizes=\"(max-width: 2094px) 100vw, 2094px\" \/><\/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 loading=\"lazy\" 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=\"width:347px;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","protected":false},"excerpt":{"rendered":"<p>In this article, we&#8217;ll show you how to manually add an account to a fiscal year. To add accounts manually, you must first create all the required account types, classes, and groups, as well as tax types. To do this, navigate to the relevant tab (2) in the master data (1) and click Add (3). [&hellip;]<\/p>\n","protected":false},"author":3,"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":"2026-06","word_count":90,"total_views":"6","reactions":{"happy":"0","normal":"0","sad":"0"},"author_info":{"name":"Hans-Helge B\u00fcrger","author_nicename":"hhbuerger","author_url":"https:\/\/churchtools.academy\/en\/author\/hhbuerger\/"},"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\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/churchtools.academy\/en\/wp-json\/wp\/v2\/comments?post=70540"}],"version-history":[{"count":7,"href":"https:\/\/churchtools.academy\/en\/wp-json\/wp\/v2\/docs\/70540\/revisions"}],"predecessor-version":[{"id":70555,"href":"https:\/\/churchtools.academy\/en\/wp-json\/wp\/v2\/docs\/70540\/revisions\/70555"}],"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}]}}