Setting up an account in Bkper is quick and easy. Simply head to the Chart of Accounts page in your Book and click New Account. Give it a clear, descriptive name—something that makes sense for your finances, like Cash, Rent Expense, or Sales Revenue.
Next, choose the Account Type that best fits its role:
• If it represents something you own, like a bank balance or cash, select Asset.
• If it tracks what you owe, like loans or credit cards, choose Liability.
• If it’s for money coming in, such as sales or salary, go with Incoming.
• If it’s for expenses, like rent or transportation, select Outgoing.
Once you’re happy with your setup, click Save—and just like that, your new account is ready to be used in transactions!
Go ahead and create your first account now!
