Manager.io/Manager

Plugin

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What does this plugin do?

How to use this plugin?

Sample Chart of Accounts

Customer Statements

Enables recording of deposits & withdrawals from bank accounts. 
 
Create one or more bank accounts, credit card accounts or bank loan accounts to record receipts & payments. 
 
Import electronic bank transactions using internet banking and automatically match transactions to bank statements using the bank reconciliation.

After enabling this plugin the <code>Bank Accounts</code> tab will be added to the left menu. 
 
Create the bank account then enter receipts & payments as they appear on the bank statement. 
 
To record bank transactions, open bank account, then click <code>Actions</code> button, then select <code>Spend money</code> or <code>Receive money</code>. 
 
To import bank statements, click <code>Actions</code> button, then <code>Import</code>. 
 
Reconcile bank accounts regularly to ensure receipts & payments match transactions on bank statements.

After enabling this plugin the <code>Bank Accounts</code> tab will be added to the left menu. 
 
Create the bank account then enter receipts & payments as they appear on the bank statement. 
 
To record bank transactions, open bank account, then click <code>Actions</code> button, then select <code>Spend money</code> or <code>Receive money</code>. 
 
To import bank statements, click <code>Actions</code> button, then <code>Import</code>. 
 
Reconcile bank accounts regularly to ensure receipts & payments match transactions on bank statements.

After enabling this plugin the Bank Accounts tab will be added to the left menu. 
 
Create the bank account then enter receipts & payments as they appear on the bank statement. 
 
To record bank transactions, open bank account, then click Actions button, then select Spend money or Receive money. 
 
To import bank statements, click Actions button, then Import. 
 
Reconcile bank accounts regularly to ensure receipts & payments match transactions on bank statements.