The Summary tab in Manager.io provides a quick and comprehensive overview of your company's financial condition, clearly displaying the balances of accounts relevant for measuring business activity.
The Summary tab acts as your business's financial dashboard. Here, you find organized, easy-to-navigate displays of your account balances across five key areas:
Each of these categories is clearly defined, providing you with an instant snapshot of the overall financial health of your business.
By default, the Summary includes balances from all recorded transactions. For users who are just beginning their bookkeeping in Manager.io, this default setting is appropriate. However, if you have migrated from another accounting system or you have used Manager.io for multiple accounting periods, you may prefer to configure the Summary tab to reflect your current accounting period only.
Click the Edit button at the top of the Summary page to set the parameters for your Summary screen, such as defining accounting periods to suit your business's unique situation.
For detailed guidance on changing these settings, visit the guide: Summary — Edit.
The structure and ordering of account groups, individual accounts, and totals on your Summary tab can be tailored through the Chart of Accounts. Adjusting the Chart of Accounts allows you to organize financial details according to your operational requirements and preferences.
For assistance with customization, refer to the guide: Chart of Accounts.
Your Summary tab doesn't just reflect account balance totals—it also provides direct access to the detailed transactions behind these balances. Click the Transactions button located at the bottom-right corner of your Summary tab to view all individual entries affecting each account's balance.
Further details on transaction views can be found in the guide: Transactions.