Summary Not Updating

1

Hello - I’m having some troubles with my Summary page not updating.

I’m processing transactions for the 1/7/16 - 30/6/17 tax period and have set my Summary date to 30/6/17 but there is nothing showing on the Summary page.

The message at the top of the screen says " This summary is set to show balance sheet as at 30/6/17 and profit and loss statement for the period from 1/7/16 to 30/6/17 . There are 5,862 transactions dated after 30/6/17 therefore they are not accounted for in this view."

Yet when I click through my Receipts & Payments page I can see all the categorised transaction for the 1/7/16 - 30/6/17 period.

2

Did you set start date as per Set start date | Manager ?

If you did, then transactions before your start date will be ignored.

3

My question is why you are entering such old transactions. There is no need to enter your entire accounting history when migrating to Manager. Read the Guide: Enter starting balances | Manager.

4

Thanks Lubos that did the trick!