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 Edit in the Summary tab:

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Check the box to Show balances for specified period. 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:

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Click Update to apply changes.

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

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