In any financial event, an amount is deducted (credit) from one place and added (debit) to another. In Bkper we refer to these places as Accounts, and the transferrals between accounts are Transactions which you'll learn about in the next chapter of this getting started guide.               

Chart of accounts 

The chart of accounts on Bkper is a consistent but flexible structure that allows you to represent your activities and track the resources that are relevant to you. Start off simple with a few, generic accounts and little granularity and as you grow you add more detail or restructure your chart of accounts to support new needs for reporting and analysis.  

Account Types:

  • Asset: real account like bank account, cash and savings or receivables, like customers
  • Liability: debts like your credit card, a supplier or person you owe, a loan, etc
  • Incoming: revenues like the salary you receive, a product or service you sell, etc
  • Outgoing: expenses like rent, transportation, salaries of your employees, etc


Edit & delete accounts

  1. On your computer, go to Bkper.
  2. On the left side of the page, hover over the account's name.
  3. Click More.
  4. Edit or delete your account.

You can edit an account at any time and changes will not affect the balance value.

Create accounts

  1. On your computer, go to Bkper.
  2. On the left side of the page, hover over the group name and click More.
  3. Click "Add new account".
  4. Name your account
  5. Click Save.

Remove accounts from groups

  1. On your computer, go to Bkper.
  2. On the left side of the page, hover over the account's name.
  3. Click More.
  4. Click "Remove accounts from groups".

Group accounts

Check more about group accounts here.

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