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Bkper Search Guide (Queries)
Bkper Search Guide (Queries)

Find transactions quickly with Search in Bkper

Updated over a week ago

Bkper Search leverages a powerful query language. This query language is used for searching transactions and balance values within the Bkper app, the Bkper add-on for Google Sheets, in Bkper formulas, and in Google Apps Script. This unified approach makes it easy to find the same information you need across different Bkper features.

Bkper Search displays Transactions and corresponding Balance Values (shown in charts) based on your search criteria (query). On the Bkper Add-on for Google Sheets, search results can be fetched as Balance Values and/or Transactions.

Search in Bkper

  1. Sign in to Bkper.

  2. Open your book.

  3. Type what you search for on the transactions page.

  4. Press Enter

Refine Searches in Bkper

You can use the following query language to refine your search and get to specific transactions (results).

What you can search by

Search operator

Examples

Specify the account

account:

account:Cash

Specify the origin account

from:

from:Cash

Specify the destination account

to:

to:Expenses

Specify the group

group:

group:Expenses

Transactions Status

is:

is:draft
is:posted
is:trashed
is:checked
is:unchecked

Created the TX by user

createdBy:

createdBy:arun

Deleted the TX by user

deletedBy:

deletedBy:robert

Edited the TX by user

editedBy:

editedBy:arun

Checked the TX by user

checkedBy:

checkedBy:pat

Unchecked the TX by user

uncheckedBy:

uncheckedBy:arun

Types of accounts

asset

asset

liability

liability

incoming

incoming

outgoing

outgoing

Search for TX on a specific date

on:

on:2024-01-01

Search for transactions after a specific date

after:

after:2023-12-31

Search for transactions before a specific date

before:

before:2025-01-01

Search for transactions in a date range (between)

after:2023-12-31 before:2025-01-01

Search for transactions with a variable day range

$d

$d-14

(14 days ago)

$d+1

(1 day ahead)

Search for transactions with a variable months range

$m

$m-3

(3 months ago)

$m+1

(1 month ahead)

Search for transactions with a variable year range

$y

$y-1

(one year ago)

$y+1

(1 year ahead)

Combine Date ranges with Date variables to create reports relative to your current date.e.g. after:$d-14 before:$d+1 always shows you the results of the last 14 days. This is especially useful on your Google Sheet reports.

Amount

amount:

amount:2000
(lists all the transactions with amount 2000)

match more than one condition

AND (default)

amount:2000 AND account:Expense

Either conditions

OR

account:'Revenue' OR account:'Other Income'

Bigger than for amounts

>

amount>1000

Smaller than for amounts

<

amount<1000

Change the periodicity of the Balance Values of your search results with the following operators.

Get balance values per day

by:d

Displays the results by days.

Get balance values per month

by:m

Displays the results by months.

Get balance values per year

by:y

Displays the results by years.

Bkper Query language examples

1. Who paid any transport or lodging costs with cash in june 2016? 

2. Any consolidated transactions that ended up in the trash bin? 

3. Month Profit Report 

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