COA v2 Updated Budget Byte — A better way to manage charts of accounts in Kardin

Your chart of accounts is the backbone of every budget — and now, managing it just got a whole lot easier.

Today’s Budget Byte walks through COA v2, Kardin’s new and improved chart-of-accounts system inside the Portal. You’ll see how teams can now:

✅ Build an entire COA from a single spreadsheet import
✅ Use v2 templates already in your system — no conversion needed
✅ Keep COAs aligned across properties with new sync tools
✅ Use COA Analyzer (coming in a separate video) to validate alignment before syncing

With COA v2, maintaining consistency across your portfolio is faster, cleaner, and more controlled.

✨ Update – We’ve refreshed the video!

This Budget Byte has been re-edited for clarity, with a sharper walkthrough of COA v2 features including syncing, importing, and updating templates. We’ve also added this link to the Kardin Customer Center help article on COA v2 to make it easier for you and your team to get started.