Setup: "Customize" and Manager.io-created (built-in, i.e., default) accounts in Chart of Accounts

1

Hi, I’m a new user trying to set up Manager for a new business. I am based in the USA.

Q1a. How do the default (“built-in”) accounts in the chart of accounts work?
Q1b. Why if I change the name of one of those built-in accounts does Manager still show the old (default) name, but with a line through it (using strikethrough)?

I have read the “Guides” – many of them, though not all. I have watched some videos to help me understand how Manager[.]io works.

I understand double entry accounting. In setting up the books for this new business, I used “Customize” at the bottom of the left panel and selected the areas I think are relevant for this business.

Q2a. Does putting tick marks for those areas I think are relevant create certain accounts in the Chart of Accounts?
Q2b Whether it does that or not, what else does ticking an item such as “Bank and Cash Accounts [Popular]” do?

Q3. Are the built-in (default0 accounts in the Chart of Accounts tied internally to certain under-the-hood functions in Manager[.i]o such that those accounts should only be used for things the developer(s) of Manager.io planned for them to be used for?

Q4. Is there a guide or are there videos what would describe in detail setting up a new business? I know what I want for a Chart of Accounts, so that is not a problem. What I do not want to do is set things up such that Manager[.]io cannot do what it should do quickly and properly.

Thank you very much!
etc

New users can only put two “links” in a post, and Manager.io is considered a link. Therefore I had to use the brackets to cancel the links. :slight_smile:

2

There is no limit to how many businesses you can create so I suggest that you do a trial in a test business to see how it all works.

Your first reference should be the New Guides where you can use the inbuilt Chatbot to assist with the use of these guides. The old guides would be your second reference and this forum your third.

All the best.

3

Thank you, @AJD. I am aware that I can set up lots of businesses. I’m calling this one “Test” now, but hope I can either migrate the Chart of Accounts over to the real dataset for the business or just change the name from “Test” to the real name.
Thanks!

4

Start by

  • Read the table of contents of the guides. Then read the actual guides as required https://www2.manager.io/guides/

  • create a test businesses to try out each feature. Keep them simple so it is easy to see what is happening & the effect on the reports

  • You can duplicate test business by backing it up then restoring & changing the name

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5

Be aware that this is a link to the older version of the guides which has not been updated for some time, so some instructions in these will not be relevant anymore.

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