What is a Main Account?
Table of Content:
Main Account
A Main Account is like the main category for your money.
For example:
110100= Cash400100= Sales Revenue500500= Office Expenses
This tells what type of money it is (cash, sales, expense, etc.)
Main Account - Type
Table Name: MainAccount
Field Name: Type
Enum Name: DimensionLedgerAccountType
 |
Enum Name: DimensionLedgerAccountType
|
✅ What is Main Account Category?
A Main Account Category is a label or tag assigned to a Main Account to define its purpose or type — like revenue, expense, asset, liability, etc.
It is used mainly for:
- Financial reporting (like financial statements)
- Budgeting
- Power BI financial reports
- Out-of-the-box dashboards
✅Can You Create Custom Categories?
Yes. You can create your own categories if the default ones don’t match your business needs.
📍 Path:
General ledger → Chart of accounts → Accounts → Main account categories
Chart of Accounts
If Chart of Accounts is the whole book, then Main Account is a single line (chapter) in that book.
✅ Simple Analogy:
| Real World Example | In D365 F&O |
|---|---|
| Phonebook | Chart of Accounts |
| A single contact in phonebook | Main Account |
Key Differences between Main Account vs Chart of Accounts
| Feature | Chart of Accounts | Main Account |
|---|---|---|
| What it is | A list of main accounts | A single account in that list |
| Example | Full list for a company | 110100 - Cash |
| Purpose | Organize all financial accounts | Categorize individual transactions |
| Used for | Financial setup | Journal entries, postings |
| Location in D365 | General ledger → Chart of accounts → Chart of accounts | General ledger → Chart of accounts → Main accounts |
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