Getting started

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Follow these 7 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 6 steps to start success

  1. Sign-up
  2. Create a book
  3. Record your first transaction
  4. Create accounts
  5. Create groups 
  6. Group accounts
  7. Book balance
  8. 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

Record a transaction consists of two steps, record a draft and then post the actual transaction, like this 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 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  

Book balances are represented as: 

1)  All transactions (both symbol) 

2)  Checked  transactions (green symbol) 

   3)  Unchecked  transactions (gray 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.

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