Chart of Accounts

Andi Milder

We are a mid-size United Way that is starting the process of moving over to Financial Edge and wanted to reach out to the community to see if anyone was willing to share their chart of accounts and any pro's or con's you have in using your formatting. We are considering switching up our current chart and would love to see what other non-profits are utilizing!

Lisa Olscamp

@Andi Milder This is something I feel is driven by what business you are in. For example, we are a non-profit community health center. Our chart would look very similar to others in the industry, but nothing like yours. Do you have a peer group you could request this of?