Account managed start date

The first date a particular bank or card account is included in Solo-managed books.

In Solo Superstars

Where it is used: Solo uses the later of the workspace Books start date and the account’s Opened on date, so a newly opened account never appears before it existed.

Example

Books start January 1 and a savings account opens March 17: that account’s managed start date is March 17.

Codes shown are the defaults a new workspace starts with. Yours may be renamed or renumbered — check Accounting › Chart of accounts. See the full default chart.

Also called

  • managed start
  • account start date
  • opened on

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