Once your Reporting groups for Account groups 1 and / or 2 is added, you need to link these to one of the Assets, Capital, Expenses, Income or Liabilities Financial categories.

The following two (2) options are available to link the Financial categories:

1.Setup → System parameters → Financial categories menu.

2.Edit → Accounts menu.

The basic report groups should already be available for a Set of Books, and you may add, edit or delete any of these groups in the Setup → System parameters → Groups menu on the Account group 1 / Account group 2 tabs, before linking them to Financial categories. 

Assets, Capital and Liabilities are Balance sheet Financial categories, and 

Income and Expenses are Income statement Financial categories. 

To Link Reporting groups to Financial categories using the Edit accounts screen:

1.Click on the Edit → Accounts menu.

2.Select Reporting group 1. The Groups as created on Account groups screen Reporting group 1 will be listed in the Accounts screen: 

TurboCASH4 - Link account groups to financial categories

3.Select a Group and select a Financial Category (i.e. Assets, Capital, Expenses, Income or Liabilities) from the list.

4.Click on the Save button.

5.Repeat the process for all the Account groups.

6.Once finished with Reporting group 1, select Reporting group 2 and repeat the link process.

The Save button will only be displayed (next to the "Financial category name" field), once any  any changes are made.

You need to click on the Save button. If you do not do this, your changes will be lost.

Account groups - Reporting group 1 and 2 – The sequence in which the groups and accounts are listed, may be changed in the Setup → System parameters → Groups menu. This is done by selecting the groups on the list and use the Move up or Move down buttons.  

Account group 1

Account group 2

TurboCASH4 - Account reporting group 1

TurboCASH4 - Account reporting group 2