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The Data Organizer is where you group your data into the structure your reports follow, such as which accounts roll up into revenue. Your Profit & Loss, Balance Sheet and other reports follow the active structure automatically. Every account sits in a group from the start: anything you haven’t grouped goes to a system fallback group. Open it from Data Organizer in the sidebar.

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What you can group

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Accounts

Groups sit on the left, under the Profit & Loss and Balance Sheet tabs. Your accounts are listed on the right. To find accounts you haven’t grouped yet, filter the list with Fallback. Click Save to keep your changes.

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Versions

A version is one grouping structure for a category. You can keep several and switch between them:
  • Default is read-only. Your edits go to a copy.
  • Only the active version is used to calculate your metrics.
  • When you set another version active, everything downstream rebuilds on it automatically.

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Set a version active

  1. Open a category, such as Accounts.
  2. Click the version name at the top of the page, then click Manage versions....
  3. Open the menu next to the version and click Set as active.
To start a new structure, click Create new version in the same dialog.