Can I add a new account without downloading and uploading an Excel file?

Only sub-accounts can be added manually within PMI. If you’re trying to add a completely new account (i.e., not under an existing account), this must be done using the Excel upload template.

To Add a Sub-Account (no file needed):

You can add a sub-account in Planning → Profit & Loss → Accounts:

1. Switch to Edit View (gear icon top-right must be active).
2. Locate a parent account that is not connected to a source.
3. Click the ”+” icon next to it.
4. Enter the sub-account details and save.

Sub-accounts are useful for categorizing internal details under one summary account. The totals will be rolled up to the main account.

Important Notes:

• If the parent account is connected to a source, you will need to remove the connection first to unlock the “+” icon.
• If you’re missing the Edit View or “+” icon, check your permissions, view settings, or module activation.
• New standalone accounts (not sub-accounts) must be added via the Excel template upload.