Groups in Bkper help you organize your accounts and structure your financial data in a way that makes sense for you. Creating a Group is simple—just head to your Bkper Book and look for the New Group option in the left menu.

Give your Group a name that reflects its purpose, like Travel Expenses, Revenue Streams, or Operational Costs, then click Save. Your new Group will now appear alongside the others in the left menu, ready to group Accounts.

From here, you can drag and drop accounts into the Group or adjust its hierarchy to better organize your finances. It’s a great way to keep related accounts together and make reporting easier!

Try creating your first Group now!