Account mapping

Why mapping matters

Every business names its accounts differently. To calculate gross margin, burn, or runway the same way for everyone, Pocket-CFO maps each account in your chart of accounts to a standard category — revenue, cost of goods sold, payroll, cash, and so on. When an account is mapped to the wrong category, every figure built on it is wrong too, so this is where accuracy is won or lost.

Your dashboard shows how many accounts are waiting for review, and a Data confidence score that rises as more of your accounts are mapped with confidence.

Review your mappings

Open Review account mappings. By default it shows the accounts that need your attention; switch Review status to see everything. You can filter by Provider, Category, Confidence (low, medium, high), and Account type, or search by name.

1. Find an account whose category looks wrong.
2. Choose the right category. The change is saved at once, the account is marked reviewed, and your metrics are recalculated.
3. To fix many at once, select them, choose a Bulk category, and select Apply to N selected.

Rerun metrics recalculates everything on demand, if you want to be sure your latest changes are reflected.

Your choices win

A mapping you set yourself always takes precedence over the default suggested by your provider or by Pocket-CFO, and a later sync never overwrites it. Mapping changes apply going forward: snapshots you have already saved keep the figures they were calculated with, so a historical report doesn’t silently change underneath you.