Starting Balances — Bank and Cash Accounts

Setting up starting balances for your bank or cash accounts in Manager.io ensures that your financial records accurately reflect the funds available at the beginning of your accounting period. This guide will walk you through the steps to enter starting balances for your bank and cash accounts.

Accessing the Starting Balances Screen

1. Navigate to the Bank and Cash Accounts tab in the left-hand menu.

2. Click on the Starting Balances option under this tab.

   Bank and Cash AccountsNew Starting Balance

Creating a New Starting Balance

1. In the Starting Balances - Bank and Cash Accounts screen, click the New Starting Balance button.

2. You will be taken to the Starting Balance entry screen for the selected bank or cash account.

   Here, you can enter the starting balance amount as of your chosen start date.

3. Fill in the necessary details for the starting balance:

   • Date: Enter the starting date for the balance.
   • Amount: Input the opening balance of the account.

4. Click Create or Update to save the starting balance.

For more detailed information on filling out the starting balance form, see Starting Balance for Bank or Cash Account Form.

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By following these steps, you will have successfully set up the starting balances for your bank and cash accounts in Manager.io, ensuring your financial data is accurate from the start.