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Capital subaccounts

The Capital subaccounts option located in the Settings tab allows you to create sub-accounts. These sub-accounts are accessible to all accounts listed under the Capital Accounts tab.

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Adminยท5 March 2026ยท1 min read

Purpose of Capital subaccounts

Capital subaccounts allow grouping of transactions within capital accounts into clearer categories, such as:

  • Drawings
  • Funds contributed
  • Share of profit
  • Other customized sub-categories

Using Capital subaccounts

When you enter transactions in any capital control account:

  1. Select a capital account from the list provided in the Capital Accounts tab.
  2. Choose one of the available sub-accounts defined on the Capital subaccounts settings screen.

Viewing Capital subaccounts summary

You can review movements organized by capital accounts and their sub-accounts for any specific period:

  • Go to the Reports tab
  • Select the Capital Accounts Summary report