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:

24%20AM

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 To field produces a display that is always up to date, but other dates can entered by selecting Custom:

Screen Shot 2021-05-02 at 2.49.45 PM OR
Screen Shot 2021-05-02 at 2.51.21 PM

Click Update to apply changes.

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

Screen Shot 2021-05-02 at 2.52.34 PM