The preset account categories are great for someone starting new or moving from analyst, but if you are moving from another program and keeping those account numbers the categories don't align (Ex. Canola Sales in Trucking Income section). It would be nice to have an option to adjust the category ranges.
It is possible to re-number accounts to reorganize any accounts that appear in an illogical order. Please call 1-800-667-7893 and a member of our Customer Care team will be happy to show you how to do this.