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Follow these 9 steps and you’ll get your Bkper account up and running in no time. If you'd like to get a full tour of Bkper and all it's features, watch the demos or see the articles.
The 9 steps to start successfully
- Create a book
- Record your first transaction
- Create accounts
- Create groups
- Group accounts
- Initialize Balance Values
- Consolidate Balance Values
- Get inspired with templates
Step 1. Sign-up
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. To get a head start choose a book from the template gallery that most corresponds to your needs.
The books are organized in:
- 1) Double Entry Transactions
- 2) A Balance Sheet, with balance values of permanent accounts.
- 3) A Profit & Loss Statement, with balance values of non permanent accounts.
Step 3. Record your first transaction
Recording a transaction consists of two steps, first record a draft and secondly post the actual transaction. The Bkper Bookbot learns how to complete future drafts, saving you a lot of time. Learn more.
Step 4. Create accounts
Create accounts that represent your resources and enjoy the flexibility to build a financial structure that attends your needs and 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. Initialize Balance Values
Initialize the balance values of your permanent accounts (bank accounts, loans etc.). Learn more.
Step 8. Consolidate Balance Values
The check symbol on the balance values is a strong way to consolidate your book with reality. So you can represent balance values as:
- All transactions (both Consolidated and Non-consolidated)
- Checked transactions (Consolidated)
- Unchecked Transactions (Non-consolidated)
- All transactions (both symbol)
2) Checked transactions (green symbol)
The balance values for most groups changed and only the Debts are all consolidated.
3) Unchecked transactions (gray symbol)
The balance values for most groups changed and there aren't non-consolidated Debts.
Step 9. 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. Access the Bkper Template Gallery in the Bkper app.