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The 6 steps to start success
- Create a book
- Record your first transaction
- Create accounts
- Create groups
- Group accounts
- Book balance
- Get inspired with templates
Step 1. Sign-up
To sign-up for Bkper you need a registered Google Account (business email or personal). Learn more.
Step 2. Create a book
Create as many books as you need to represent the resources that you want to track and enjoy the flexibility to easily re-structure as your activities change. Choose a template book that corresponds to your necessities.
The books are organized in:
- 1) Double Entry Transactions
- 2) A Balance Sheet, with balance values of permanent accounts.
- 3) A Financial Statement, with balance values of non permanent accounts.
Step 3. Record your first transaction
Step 4. Create accounts
Create accounts that represent your needs and enjoy the flexibility to build a financial structure that attends your resources and that easily re-structures as you go. Choose if your account is a incoming, asset, liability or outgoing.
The chart of accounts are organized in:
- 1) Accounts
- 2) Groups
Step 5. Create groups
Meaningful groups, make analyses and reporting of financial statements and balance sheets easy, as groups sum the total balance value of all accounts within. Learn more.
Step 6. Group accounts
Grouping accounts into meaningful Entities, makes analyses and reporting of financial statements and balance sheets easy, as groups sum the total balance value of all accounts within. Learn more.
Step 7. Book Balance
1) All transactions (both symbol)
Step 8. Get inspired with templates
Get inspired with Personal or Business templates, prepared from the experience with our clients. Copy templates to save time, and organize your finances with the right chart of accounts. See more.