The Summary tab offers a comprehensive glance at a company's financial standing and results.
Summary tab shows the balances of various accounts, offering a swift overview of the financial wellbeing of your business.
This encompasses details on assets, liabilities, equity, income, and expenses, all organized into distinct accounts or categories for straightforward navigation
It serves as a dashboard, allowing users to quickly check the current financial condition of their business.
By default, Summary tab shows balances for all entered transactions. This is appropriate if starting new business on Manager.io.
However if you are migrating existing business to Manager.io or once you use Manager for more than one accounting period, you want to tailor your Summary screen show it shows balances for your current accounting period only.
Click the Edit button to set the period for your Summary tab and other parameters relevant to your specific business situation.
For more information see: Summary — Edit
The layout of groups, accounts, and totals on the Summary tab can be adjusted through the Chart of Accounts.
This feature helps in organizing your financial information in a way that best suits your business operations.
For more information see: Chart of Accounts
Summary tab shows balances for all your balance sheet and profit and loss statement accounts.
However you can also view all individual transactions making up your balances on Summary tab by clicking Transactions button in bottom-right corner.
For more information see: Transactions