Financial Manager

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Learn how to analyze financial statements

Perform other administrative tasks

Read the business analysis overview

How Do I...

The Financial Manager is available from the Analysis menu. This tool provides a brief, overall financial picture of how your business is performing. Like the other Sage 50 business managers, the Financial Manager is based on multiple levels of analysis. In this case, there are two levels:

The Date field at the top of the window on the right defaults to the current system date if the current system date falls within the current accounting period. When you change the date, the system refreshes the Financial Manager data displayed. You can also refresh the financial data by selecting the Refresh button at the top of the window. How doesSage 50 calculate balances based on specified dates in the Financial Manager?

Note: If you are using the batch-posting method, you must first post all transactions to get an accurate representation of your financial balances.

The toolbar at the top of the window contains the following buttons: Close, Refresh, Print, Numeric, Spreadsheet, and Help.

Windows

Financial Manager Business Summary Data

Financial Manager Key Balances Data