When we refer to an Account in Helm we are actually talking about how you want to classify or categorize a transaction.

We use the term Account because is relates directly to the coding in your accounting system, which in technical terms, is called the Chart of Accounts.

While we allow the addition of unique Accounts within Helm, we always try to use those imported from your accounting system as much as is possible. This makes any references or dialogue around the two systems easier to tie together.

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