Financeimport { Callout, Steps } from ‘nextra/components’
Manage Account Structure
Goal: Keep finance accounts grouped and named in a way that supports daily entry, budget control, and reporting.
Before you start
- You must have permission to manage finance configuration.
- Review the current budget, expense, and cashbook usage before changing the structure.
- Confirm the naming convention used by your yacht or shore office.
Steps
Open Finance and go to the chart of accounts or account management area.
Review groups and accounts
Check how accounts are currently grouped. Look for duplicates, unclear names, missing currencies, or accounts that users often choose incorrectly.
Adjust the structure carefully
Create, rename, or regroup accounts only when the change will make daily use clearer.
If an account is already used by historical records, avoid changing its meaning. Create a new account instead when the old and new meanings are different.
Check budget and cashbook impact
Review whether the change affects budget lines, cashbook entries, or reports.
Save and communicate the change
Save the updated structure and tell the affected users which account names should be used going forward.
[PLACEHOLDER: screenshot - account groups and account details]
Result
The account structure is clearer for users and more reliable for reporting. New finance records can be assigned consistently.