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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:
    * **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.
4. (Optional) Fill in any of the following:
    * **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).
5. Click **Create Account**.



![](https://storage.crisp.chat/users/helpdesk/website/-/4/c/b/1/4cb158bef87e0400/chart_1azp3kq.png =1000x591)

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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.