Organize your Balance sheet and periodic Statements in a book
Raquel Esper avatar
Written by Raquel Esper
Updated over a week ago

A book is a place where you record all the transactions that you need in order to track your resources, like your assets and liabilities as well as to measure your performance in revenues, costs and expenses.

Create as many books as you need to represent the resources that you want to track and enjoy the flexibility to easily re-structure as your activities change.

Create an empty book

  1. On the Book's page, press the New Book button to create an empty book.

Copy a template book

To choose a Template book that corresponds to your necessities, select the Template Gallery. All templates, except the Empty Book, come with sample accounts for that particular purpose (of course you can change all those account and groups as you wish).

The newly created book is immediately ready for use. Proceed to rename the book by clicking on the name, manage the settings and the accounts to fit your situation.

Copy a book 

Copy everything: Settings, Accounts, Transactions and Groups.

  • Open the Configuration menu (Gear button) and Select "Make a copy..." 

  • Give the Copied book a name.

Remember that: only book owners can copy transactions.

Delete book

When you delete a book all transactions, accounts, and groups will be deleted permanently. Deleted books CANNOT be recovered!

Press the Gear button and from the drop down menu select "Delete this book..."

On the Remove dialog mark the check box and press the gray Remove button.

Book settings

Book settings are set per book. The Chosen Book settings, like date formats or number formats are applied to a book and might differ per book for the user. Also different users with different user languages will work on a shared book using the same Book settings.

Changing the Book settings:

  1. Open your book

  2. Go to Book configuration ⚙️

  3. Click "Settings"

4. Go to the setting you want to change (Local Settings):
- The Time Zone
- The Date Pattern
- The Decimal places (upto 8 digits for crypto currencies)
- The Number Format (money) annotation
- The Page Size

- The Lock date
- And you can choose to activate Autopost

Book properties

Bkper lets you store meta data for your books into key/value pairs. You can use book properties to store and centralize data or external references, such as URL's and ID's, to data on other systems. 


Autopost instead of saving a draft, will post a transaction in case the Bookbot completes the new entry with a very high level of certainty on the accounts found.

By now the only way it achieve level of the required level of certainty is when you add both account names to the recorded text. If the Bookbot finds the two accounts by hashtags or description, it will keep the draft waiting to be posted by you.

Autopost is default.

Book owner

If you want to change book owners contact us

Did this answer your question?