katydid

set up your chart of accounts

the chart of accounts moved to sycamore. katydid only handles recurring expenses now — for the buckets every dollar in or out gets sorted into, open sycamore.

2 steps~2 min

1
open sycamore
click "sycamore" in the app switcher. that's where your books live now — ledger, accounts, p&l, taxes.
2
find the chart of accounts
in sycamore, look for the accounts tab. you'll see the default 7-row chart (revenue, cost of goods sold, payroll, supplies, utilities, marketing, other expense). add or rename rows to fit your business.
tip
the 7 defaults cover ~90% of small service businesses. don't add a new account unless you (or your accountant) will actually look at it separately on the p&l. fewer accounts = cleaner reports.

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set up your chart of accounts

open sycamore

find the chart of accounts

still stuck?

more in katydid

connect your business bank account

categorize transactions

export for your accountant