---
description: >-
  How to create and edit a custom account or import an existing list into your
  Chart of Accounts (COA).
---

# Setting up Your Chart of Accounts

## Creating a Custom Account

Add a new Account to your current list.

* Select the “Add New” button at the top right of the page and select “Create Account”
* Input the new Account’s Code and Name, and choose from one of our pre-determined Account types
* Briefly describe the new Account, and select the “Create” button
* The new Account will now show in your Chart of Accounts list, and can be searched for by Name or Code

## Customising Your Accounts

Personalise individual Accounts in a few simple steps.

* Select the three dots on the right of an individual Account
* Select “edit” to make changes to existing Accounts
* Make changes to Code, Name, Type, or add a new description
* Select the “Save button”

## Import Existing Chart of Accounts

Already have an existing set of Web3 Chart of Accounts? You can now import them in CSV format directly into Gnosis HQ!

* Create a CSV file for the accounts you wish to add. This should include Code, Name, Type, and Description. An example template can be found [HERE](https://app.hq.xyz/file/chart-of-accounts.csv)
* Select the “Add New” button at the top right of the page and select “Import.CSV”
* Select the “Create” button
* Choose to import the entire list, or select individual Accounts. Then, confirm your selection
* The new Accounts will now show in your Chart of Accounts list, and can be searched for by Name or Code

💡 Tip: Importing a custom Chart of Account will remove your current list to prevent duplicate accounts. Ensure your CSV contains your full COA before importing.
