You can find transactions in your books with search terms. To help you search faster, bkper suggests search terms as you enter words. These terms are based on information from your book, like Accounts, Groups, Descriptions or #hashtags searches.
Search in Bkper
Sign in to Bkper.
Open your book.
Type what you search for on the transactions page.
Press Enter
Refine Searches in Bkper
You can use the following operators to refine your search and get to specific transactions (results).
What you can search by | Search operator | Examples |
Specify the account | account: | account:cash |
Specify the origin account | from: | from:cash |
Specify the destination account | to: | to:expenses |
Specify the group | group: | group:expenses |
Transactions Status | is: | is:draft |
Created the TX by user | createdBy: | createdBy:arun |
Deleted the TX by user | deletedBy: | deletedBy:robert |
Edited the TX by user | editedBy: | editedBy:arun |
Checked the TX by user | checkedBy: | checkedBy:pat |
Unchecked the TX by user | uncheckedBy: | uncheckedBy:arun |
Types of accounts | asset | asset |
| liability | liability |
| incoming | incoming |
| outgoing | outgoing |
Search for TX on a specific date | on: | on:2024-01-01 |
Search for transactions after a specific date | after: | after:2023-12-31 |
Search for transactions before a specific date | before: | before:2025-01-01 |
Search for transactions in a date range (between) |
| after:2023-12-31 before:2025-01-01 |
Search for transactions with a variable day range | $d | $d-14 (14 days ago) $d+1 (1 day ahead) |
Search for transactions with a variable months range | $m | $m-3 (3 months ago) $m+1 (1 month ahead) |
Search for transactions with a variable year range | $y | $y-1 (one year ago) $y+1 (1 year ahead) |
Combine Date ranges with Date variables to create reports relative to your current date.e.g. after:$d-14 before:$d+1 always shows you the results of the last 14 days. This is especially useful on your Google Sheet reports.
Amount | amount: | amount:2000 |
match more than one condition | AND (default) | amount:2000 AND account:Expense |
Either conditions | OR | account:'Revenue' OR account:'Other Income' |
Bigger than for amounts | > | amount>1000 |
Smaller than for amounts | < | amount<1000 |
On Google Sheets you can change the periodicity of your search results.
Get balance values per day | by:d | Displays the results by days. |
Get balance values per month | by:m | Displays the results by months. |
Get balance values per year | by:y | Displays the results by years. |
Use Bkper Queries on The Bkper Add-on for Google Sheets to report data in the format you need it.
Examples
1. Who paid any transport or lodging costs with cash in june 2016?
2. Any consolidated transactions that ended up in the trash bin?
3. Month Profit Report
