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Account Details​

On this screen, you can adjust settings for Account Details and save Chart of Accounts. The Account Details preference pane and its settings are applicable to each individual budget.

Account Details

Account Number Formatting​

Adjust settings for how account numbers are formatted and displayed throughout the budget.

Account Number Formatting

SettingDescriptionData Type
Account Number Display Format

Choose how account numbers are displayed throughout the budget.

  • Standard
    – Displays account numbers using a segmented structure: Major–Minor–Sub (e.g., 1200-10-01).

  • Concatenated
    – Visually merges account levels into a nested format: the Minor includes the Major (e.g., 1210), and the Sub includes both (e.g., 1210-01).

This setting cannot be changed after a budget is created.

Options:

  • Standard – Use the segmented Major–Minor–Sub format.
  • Concatenated – Use the merged, nested format.

Default setting:Standard

Radio Button
Major Account Digits

Specify how many digits the Major Account number should contain.

  • For Standard format, choose between 2–6 digits.
  • For Concatenated format, choose between 4–6 digits.
Dropdown
Major–Minor Separator

Choose the character used to separate Major and Minor account numbers.
Available options: None, Dash, Comma, Period, Forward Slash, Colon, and Semi Colon.

Dropdown
Minor Account Digits

Specify how many digits the Minor Account number should contain.
For Standard format, choose between 2–6 digits.
For Concatenated format, this is fixed at 2 digits and cannot be changed.

Dropdown
Minor-Details Separator

Choose the character used to separate Minor and Details account numbers.
Available options: None, Dash, Comma, Period, Forward Slash, Colon, and Semi Colon.

Dropdown
Detail Line Account Digits (sub account)

Specify how many digits the Detail Line Account number should contain.
For Standard format, choose between 2–6 digits.
For Concatenated format, choose between 4–6 digits.

Dropdown
Show Account # on Topsheet as

Defines how account numbers appear on the Topsheet.
Choose between: Major Only (e.g., 1200) or Major + Minor (e.g., 1200-10), depending on your formatting preferences.

Dropdown
Fringe Account Number

Defines the account number used for tax and fringe associations in accounting. Defaults to 99.
This number is displayed in the Heads Up Display within the Fringe Account block and included in Budget Reports.

Numerical

Chart of Accounts​

Use this option to save a copy of the active budget’s Chart of Accounts to your Element Library for future use.

Chart of Accounts

Pressing the Copy to Library button creates a copy of the COA in your Element Library. From there, you can edit it and reuse it in future budget projects.

After choosing a selection, press OK to save your choice. The application will refresh to apply the change.

Pressing Reset Defaults will return the settings to their default state.