home

Realm Accounting

RealmRealm AccountingMinistryPlatformeGivingPDSACSConnectShepherdGrowth MethodHeadMasterRefresh WebsitesTrust CenterGo MethodMissionInsite
RealmRealm AccountingMinistryPlatformeGivingPDSACSConnectShepherdGrowth MethodHeadMasterRefresh WebsitesTrust CenterGo MethodMissionInsite

What would you like to know more about?

Show Contents

thumbnailRealm Accounting

Chart of Accounts

Search for a Core Account

Search for the account code or name of a core account.

If you have a long list of core accounts, search for a specific one by typing in the account code or name.
Tip: Click a heading or subheading to collapse it and shorten the list of visible core accounts.
  1. In the top-left corner, click your ministry hub then Accounting. Then click Ledger Setup > Chart of Accounts.
  2. Click the magnifying glass.
  3. Type either the code or the name of the core account you're searching for.
    Only core accounts that feature the code or name combination you search for will display.
  4. Locate the appropriate core account.

Last updated: June 25, 2024