--- title: How to add an Account description: How you can manually add an Account in the Income Statement, Balance Sheet or Assumptions --- [Skip to content](https://help.planguru.com/knowledge/planguru-app-online/add-an-account#main-content) [![PlanGuru Help Center](https://help.planguru.com/hs-fs/hubfs/logo_PlanGuru_helpcenter.png?width=360&height=50&name=logo_PlanGuru_helpcenter.png)](https://help.planguru.com/knowledge?hsLang=en) - [Your Tickets](https://help.planguru.com/tickets-view) - [Sign out](https://help.planguru.com/_hcms/mem/logout) Open main navigation Close main navigation - [Your Tickets](https://help.planguru.com/tickets-view) - [Sign out](https://help.planguru.com/_hcms/mem/logout) - [Submit a Ticket](https://help.planguru.com/tickets-view/new) [Submit a Ticket](https://help.planguru.com/tickets-view/new?hsLang=en) Hello. What do you need help with? - There are no suggestions because the search field is empty. 1. [Help Center](https://help.planguru.com/knowledge?hsLang=en) 2. [PlanGuru App (Online)](https://help.planguru.com/knowledge/planguru-app-online?hsLang=en) 3. [Setup & Import](https://help.planguru.com/knowledge/planguru-app-online?hsLang=en#setup-import) # How to add an Account ## How you can manually add an Account in the Income Statement, Balance Sheet or Assumptions     While most PlanGuru users **import their Chart of Accounts and historical data** through integrations with **QuickBooks**, **Xero**, or **Excel**, there are times when you may want to create accounts **manually**. This is helpful if: - You don’t have an accounting system yet and want to build a Chart of Accounts from scratch. - You need an account purely for **planning purposes** (e.g., a revenue stream or planned loan). By adding accounts directly, you can apply projection methods and immediately see their **impact on your bottom line and cash flow**. --- ### 1️⃣ When to Add a Manual Account Examples: - **New revenue stream** you’re considering adding to the business. - **Loan** that will fund a future equipment purchase. - **Scenario testing** for what-if analysis. --- ### 2️⃣ How to Add an Account 1. Navigate to the **Income Statement** or **Balance Sheet** section where the account should be placed. 2. **Right-click** within the section you want the new account to appear. 3. Select **Add Account** from the menu. ![Account](https://help.planguru.com/hs-fs/hubfs/Account.png?width=454&height=311&name=Account.png) --- ### 3️⃣ Configure the New Account In the **Add Account** window: - **Account Name** – Enter a descriptive label (e.g., “New Product Revenue” or “Equipment Loan”). - **Account Number** (optional) – If your project uses account numbers, follow your numbering scheme. - **Projection Method** – Select how you want to forecast this account: - Manual entry - Percent of another account - Growth rate - Formula When ready, click **Add**. ![Projection-Mehthod](https://help.planguru.com/hs-fs/hubfs/Projection-Mehthod.png?width=688&height=403&name=Projection-Mehthod.png) --- ### 4️⃣ Placement of the New Account - The new account will be inserted **above** the spot where you first right-clicked. - If needed, drag and drop it to reposition within the statement.   - [PlanGuru App (Online)](https://help.planguru.com/knowledge/planguru-app-online?hsLang=en#main-content) - 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