video1.0<iframe src="https://www.loom.com/embed/c156b0c63d444e82ae005f0329e752e8" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/c156b0c63d444e82ae005f0329e752e8-13b7b5fdfb0d665c.gif868.679This Loom explains how to set up the chart of accounts in Estate Bookkeeper for Wisconsin probate matters. It covers the hierarchy of accounts and how asset, liability, and equity accounts work, noting that Wisconsin courts do not require specific asset ordering or categories and that categories are used mainly for beneficiary clarity. It also explains income and expense accounts, including Wisconsin report categories such as Schedule A added property, Schedule B dividends, and Schedule C interest, and that the software requires every entry be assigned to one of these accounts. The Loom recommends creating all planned categories before entering transactions and saving the chart as a template so recurring category accounts are reused.