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# How to add Chart of Accounts in COUNT

In COUNT, categories are created and managed through your Chart of Accounts (COA). When you add a new account in the COA, it becomes available as a category you can use to categorize transactions, build reports, and track your finances.

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### Adding a new COA/category

1. Go to ****Accounting → Chart of Accounts****.
2. Click ****Add Account**** (top-right).
3. In the ****Create Account**** window, complete the required fields:
4. * ****Account Type****: Select the main type (e.g., Assets, Liabilities, Income, Expenses).
* ****Account Sub-Type****: Choose the best match for reporting (e.g., Office Expenses, Advertising, Bank, Credit Card).
* ****Account Name****: Enter a clear, specific name (this is what you’ll see when categorizing).
* ****Select Display Color****: Pick a color for easier visual identification in the COA list.
5. (Optional) Fill in any of the following:
6. * ****Account Code****: Helpful if your bookkeeping uses a numbering system.
* ****Description****: Add internal notes about what should be categorized here.
* ****Default tax setting for this account****: Set a default tax treatment (recommended if you use tax rules frequently).
* ****1099 Box****: Select only if this category should be tracked for 1099 reporting (US).
7. Click ****Create Account****.

![](https://storage.crisp.chat/users/helpdesk/website/-/4/9/2/7/49275b35b9280800/38d363bf-80db-4dfc-9e98-c38c8a_2enamq.png)

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****Pro tip:****  Before creating a new category, search the COA list to make sure it doesn’t already exist under a slightly different name.