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# How to Nest Chart of Accounts in COUNT

Nesting accounts in COUNT allows you to organize your Chart of Accounts (CoA) into a clear hierarchy. Instead of having all accounts listed at the same level, you can create sub-accounts under a parent account. This makes financial reports easier to read and ensures related accounts are grouped together.

### Creating a Sub-Account

1. Go to ****Accounting**** from the left-hand menu.
2. Open the ****Chart of Accounts.****
3. Click ****Add Account**** (or edit an existing account).
4. In the modal window, check the box ****This is a sub-account****.
5. Select the ****Parent Account**** from the dropdown. (The parent account is the higher-level category under which your new account will be grouped).
6. Fill out the remaining required fields (Account Type, Sub-Type, and Account Name).
7. Click ****Create**** to save.

![](https://storage.crisp.chat/users/helpdesk/website/-/2/f/1/c/2f1c1ccd826f4c00/251feeec-b55e-4510-be35-0e3686_457zlg.png)

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### Editing a Sub-Account

If you need to update an existing account:

1. Open the account from the Chart of Accounts.
2. Click ****Edit****.
3. Check or uncheck ****This is a sub-account**** depending on whether you want to nest it.
4. Choose or change the ****Parent Account****.
5. Save your changes.

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### Why Nest Accounts?

Nesting accounts provides structure and clarity in your financial records:

* ****Organized reporting**** → For example, you can have a parent account Utilities and sub-accounts for Electricity, Internet. Reports will show totals for Utilities while also breaking down each sub-account.
* ****Easier tracking**** → Grouping related transactions together helps you monitor spending and revenue more precisely.
* ****Scalable structure**** → As your business grows, nested accounts help you expand without cluttering your CoA.
* ****Cleaner financial statements**** → Sub-accounts roll up into parent accounts, so your Profit & Loss or Balance Sheet remains easy to read.

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### Examples of Nested Accounts

Nesting accounts provides structure and clarity in your financial records:

* ****Operating Expenses****

• Rent  
• Utilities  
○ Water  
○ Internet  
○ Electricity

* ****Revenue****

• Product Sales  
• Service Income

* ****Assets****

• Bank Accounts  
○ Checking Account  
○ Savings Account

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### FAQs

****What does nesting mean?****  
Nesting simply means placing one account under another (a parent account). The sub-account inherits its category but can still be tracked separately.

****Can I move a sub-account back to a parent account?****  
Yes. Edit the account and uncheck ****This is a sub-account.**** It will then appear at the top level of your Chart of Accounts.

****Do totals roll up automatically?****  
Yes. Transactions recorded in sub-accounts automatically roll up into the parent account for reporting purposes.

****Is there a limit to nesting levels?****  
COUNT typically supports two levels (parent and sub-account). For clarity and clean reporting, it’s best to avoid creating too many layers.