Learn how to manage your Accounts.
Jacob van den Berg avatar
Written by Jacob van den Berg
Updated over a week ago

A transaction occurs between two Accounts.

In any transaction (financial event), an amount is deducted (credited) from one place and added (debited) to another. In Bkper we simply refer to these places as Accounts, and as we saw before the transferral of an amount between accounts is a transaction.

Level: Beginner

Many bookkeeping and accounting software solutions predefine account into roles as customers, providers, accounts receivables and others. This approach limits your possibilities when it comes to tracking transactions according to your needs in perhaps a much more natural flow.

Rather than assigning roles to accounts, in Bkper accounts can carry any role and are only defined by their accounting nature. Assets, Liabilities, Incoming and Outgoing* are the four account types that can be assigned and that define their behavior within the system.

The lack of predefined roles offers greater flexibility as to the granularity that can be tracked. One can simply track Expenses, or drill down a bit and define Rent and Transport or get even more granularity defining accounts for Car insurance, Gasoline, Car Repairs etc.

Create Accounts

  1. Go to the Chart of Accounts page.

    (Click on the word Transactions in the transaction page)

  2. Press "New Account" button.

  3. Give a name to your Account.

  4. Choose an Account Type.

  5. Save the new account.

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

Create Accounts on existing book with Groups

On a book that already has groups you can create/add accounts directly from the left menu on your book.

  1. Press the sandwich button on the group

  2. Add new account

  3. Name the new account

  4. Save the new account

Edit Accounts

  1. Hover over an account and press the sandwich button

  2. Press Edit

  3. Make your edits

  4. Save the changes


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

All the transactions on which the account was used are renamed as well.

Delete Accounts

In case an Account was never used in any transaction on Bkper you can delete it, otherwise you can only archive used accounts.

  1. Hover over an account and press the vertical dots button

  2. Select Delete

  3. Click Yes to confirm the permanent removal of the account

Note: Deleted accounts can be recreated by creating an account with the same name.

Archive Accounts

Once an Account has been used in any transaction, it can only be archived (not deleted). A requirement to keep consistency in the historic balance evolution of the double entry system.

  1. Hover over an account and press the vertical dots button

  2. Select Archive


Archived accounts cannot be used in searches anymore.

Unarchive Accounts

Since archived accounts make part of the historic evolution of a balance value you can still use them by unarchiving them.

  1. Go to the Chart of Accounts

  2. Select Archived from the left menu

  3. Select the account you want to unarchive

  4. Press the button Unarchive.

Add account to group

  1. Hover over an account and grab the account by the left marker

  2. Drag the account into a Group

Remove account from group

  1. Hover over an account and press the vertical dots button

  2. Select Remove from Group

The following Getting Started Guide: Groups

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