DESKTOP EDITION CLOUD EDITION SERVER EDITION THEMES GUIDES FORUM
Guides

Set reporting period

By default, account balances are shown for all transactions entered to date in Manager. This is generally what you need when starting a business. But once you have used Manager for more than a single accounting period (e.g., a financial year), you should customize the reporting period so the Profit and Loss Statement reflects your current accounting period.

Click Set Period in the Summary tab:

Select the reporting period for which you prefer to see figures in your Summary. Entering Today in the Until field produces a display that is always up to date, but other dates can entered by selecting Custom:

OR

Click Update to apply changes.

The Summary tab will now show figures for the selected period:

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