Account Categories

Account categories are the sub-classifications that sit beneath account types. Where an account type tells CifraHQ that an account is an Asset, the category tells it whether that asset is a Current Asset or a Fixed Asset — a distinction that matters enormously for how your Balance Sheet and Income Statement read.

Where to find it

Go to Master Data > Accounting > Account Categories.

Account Categories list page in CifraHQ. — Account Categories list, the high-level groupings used by Financial Reports.

What the columns show

Column	Description
Name	The category label — how it appears on Financial Reports (e.g., Current Assets, Operating Expenses)
Division	The parent grouping this category belongs to within the financial statement
Type	The default account type for accounts assigned to this category
From / To	The account code range this category conventionally covers — useful as a reference when numbering new accounts
Description	Optional notes about the intended use of this category

Default structure

Every new company starts with these divisions and categories:

Division	Category	Code range	Type
Assets	Current Assets · Fixed Assets · Other Assets	100000 – 199999	Asset
Liabilities	Current Liabilities · Long-term Liabilities	200000 – 299999	Liability
Equity	Equity Accounts	300000 – 399999	Liability
Revenue	Revenue Accounts	400000 – 499999	Income
Cost of sales	Cost of Goods Sold	500000 – 599999	Expense
Expenses	Expenses	600000 – 999999	Expense

Operating Expenses (600000 – 999999) are their own division, separate from Cost of sales.

Using categories

Assign a category to each account on its individual record in the Chart of Accounts. When you create or edit an account, select its Category from the dropdown — this determines exactly where the account appears on your Financial Reports.

Categories are system-defined. If your reporting structure requires a category that doesn't exist, contact your CifraHQ administrator to have one added.

Tips

When reviewing your Chart of Accounts, filter by category to quickly see all accounts in a specific class — for example, all Cash & Bank accounts at a glance.
The From / To code range shows you which account number ranges are associated with each category by convention. Follow these ranges when creating new accounts to keep your chart consistent.
Accurate category assignment is one of the most important Setup steps. An account placed in the wrong category will appear in the wrong section of your Balance Sheet or P&L — and errors there are harder to spot after the fact.

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