Organise accounts with account groups
1 min read
Updated 04 Oct 2026
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AI summary
Understand the built-in groups and create sub-groups so ledgers roll up correctly in the Trial Balance and Balance Sheet.
5 sections 5 steps A
Why groups matter
A ledger's group decides where it appears in the Trial Balance, Profit & Loss and Balance Sheet. A sales ledger under the wrong group makes your profit wrong, even though every voucher is correct.
Built-in groups
| Nature | Groups |
|---|---|
| Equity | Capital Account, Retained Earnings |
| Asset | Current Assets (with Bank Accounts, Cash-in-Hand, Loans & Advances, Stock-in-Hand, Sundry Debtors), Fixed Assets, Investments |
| Liability | Current Liabilities (with Duties & Taxes, GST, Provisions, Sundry Creditors), Loans (Liability) with Bank OD A/c, Secured Loans, Unsecured Loans |
| Revenue | Sales Accounts, Direct Incomes, Indirect Incomes |
| Expense | Purchase Accounts, Direct Expenses, Indirect Expenses |
Open it
Press A on the Gateway or go to Masters Setup → Account Groups. The Directory lists every group with its nature.
Create a sub-group
- Click Create Group.
- Name: for example Debtors - Delhi or Marketing Expenses.
- Under (Parent Group): for example Sundry Debtors or Indirect Expenses.
- Nature of Group: leave it at Auto Inherited to take the parent's nature, or choose Asset, Liability, Equity, Revenue or Expense. Auto-Classify lets Atulya AI decide from the name.
- Click Save Group.
Good uses for sub-groups
Area-wise or salesperson-wise debtors, department-wise expenses, bank accounts by bank, and separating Loans from Directors from other unsecured loans. Sub-groups appear nested inside their parent in every report.
Do not rename or move the built-in groups. Create sub-groups under them instead, so reports keep their standard shape.
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