Guides

Set start date

A start date should be set only when migrating an ongoing business to Manager. The purpose of a start date is to allow closing balances from the previous accounting system to be entered as starting balances in Manager. When Manager is used from the beginning of business activities, a start date is not necessary.

Go to the Settings tab and click Starting Balances:

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Click on Set Date:

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Enter the desired Start Date and click Update:

Notes
Transactions dated prior to the start date will be ignored by Manager, except those used to establish starting balances.

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