---
title: How to create an account?
description: "In this article, we'll show you how to manually add an account to a fiscal year. **Note** We'll show you how to import account information from a file in our guide [\"How to import account information from a file?\"](https://staging.churchtools.academy/en/help/churchtools-modules/import-and-export-finances-en/how-to-import-account-data-from-a-file/) And…"
url: "https://staging.churchtools.academy/en/help/churchtools-modules/master-data-finance/how-to-create-an-account/"
updated: "2026-07-17"
category: Finances / Master data
---

# How to create an account?

In this article, we'll show you how to manually add an account to a fiscal year.

**Note**

We'll show you how to import account information from a file in our guide ["How to import account information from a file?"](https://staging.churchtools.academy/en/help/churchtools-modules/import-and-export-finances-en/how-to-import-account-data-from-a-file/) And we'll show you how to set up an entire chart of accounts in our guide ["How to set up a chart of accounts?](https://staging.churchtools.academy/en/help/churchtools-modules/master-data-finance/how-to-set-up-an-account-chart/)"

## 1. Add account types, classes, and groups, as well as tax types

To add accounts manually, you must first add all *the required account types, classes*, and *groups*, as well as *tax types*.

**Note**

This is only necessary if you haven't created any account types, etc., yet, or if you need additional ones. All existing master data in the ***General*** section is automatically carried over to new fiscal years.

To do this, navigate to *the* relevant *tab* (2) in the *master data* (1) and click *Add* (3).

[![Screenshot Finances Master data Accounts Add](https://staging.churchtools.academy/wp-content/uploads/2026/07/Finances_Master-data_Accounts_Add.png)](https://staging.churchtools.academy/wp-content/uploads/2026/07/Finances_Master-data_Accounts_Add.png)

## 2. Add an account

Next, navigate to *Accounts* (1) within the *master data* for the relevant fiscal year. Using the context menu (2), you can, among other things, *delete all accounts for a fiscal year* (3). To create a new account, click *Add* (4).

[![Screenshot Finances Master data Delete all accounts](https://staging.churchtools.academy/wp-content/uploads/2026/07/Finances_Master-data_Delete-all-accounts.png)](https://staging.churchtools.academy/wp-content/uploads/2026/07/Finances_Master-data_Delete-all-accounts.png)

In the dialog box that opens, you can now enter all the necessary information for your new account and then save it.

[![Screenshot Finances Master-data Create-account](https://staging.churchtools.academy/wp-content/uploads/2025/08/Finances_Master-data_Create-account-1.png)](https://staging.churchtools.academy/wp-content/uploads/2025/08/Finances_Master-data_Create-account-1.png)

## Read more

- [Overview of master data](https://staging.churchtools.academy/en/help/churchtools-modules/master-data-finance/master-data-overview/)
- [How to create a chart of accounts?](https://staging.churchtools.academy/en/help/churchtools-modules/master-data-finance/how-to-set-up-an-account-chart/)
- [How to import account data from a file?](https://staging.churchtools.academy/en/help/churchtools-modules/import-and-export-finances-en/how-to-import-account-data-from-a-file/)