Creating a New Empty Book
Once you’re signed in to Bkper, creating a new Book is quick and easy. On the Book list Simply click New Book (+) at the top, and your fresh Book is ready to go!
With just a few clicks, you’ll have a clean slate to start organizing your finances.
Creating a Book from a Template
Starting with a template is the fastest way to set up your Book in Bkper. Once signed in, on the Books list choose a template that best fits your needs—whether it’s Business General Ledger or Personal Finances.
Click “View Book Template”, and in the right top corner click "Copy this Book" and just like that, your new Book is ready to use! You can rename it, adjust the settings, and customize the accounts and groups to match your financial structure.
Every template comes with predefined accounts and groups, designed for its specific purpose—but don’t worry, you can edit or replace them however you like.