Track financial movements – Every transaction is recorded between two Accounts.

Organize your financial data – Create Accounts that match your real-world financial structure.

Adapt to your needs – Define broad or detailed Accounts depending on the level of tracking required.

Maintain historical Consistency – Transactions remain linked to their original Accounts, ensuring consistency.

Create Accounts to track different types of financial activity.

Edit and rename Accounts without affecting historical transactions.

Delete unused Accounts if they have never been used in a transaction.

Archive Accounts that are no longer active but need to remain in historical records.

Unarchive Accounts to restore them for future use.

Below, you’ll find a detailed guide on how to manage and organize Accounts in Bkper.

To create a new Account, open your Bkper Book and navigate to the Chart of Accounts page. Look for the New Account option, enter a name, and select the appropriate Account Type (Asset, Liability, Incoming, or Outgoing). Once saved, the Account will be ready to use in transactions.

If your Book already has Groups, you can add new Accounts directly from the left menu. Simply open your Bkper Book, go to the Transactions page, and click the three dots next to the Group where you want to add an Account. Select “Add New Account”, enter a name, and save it. The new Account will now be part of the selected Group, keeping your financial structure organized.

If you need to update an Account’s name or modify its details, open your Bkper Book, go to the Accounts page, and hover over the Account you want to edit. Click the pencil icon, make your changes, such as renaming the Account or adjusting its type, and press Save. Your Account will now reflect the updated information across your Book.

If you want to edit an Account while working in the Transactions page, simply find the Account in the left menu, hover over it, and click the three dots icon. Select Edit, make your changes, and press Save. Your updates will instantly apply across your Book, ensuring consistency in your financial records.

If an Account has never been used in any transaction, you can permanently delete it. Open your Bkper Book, go to the Accounts page, and select the Account you want to remove. Click the Trash Bin icon and confirm the deletion. Once deleted, the Account is removed from your Book, but you can always recreate it later if needed.

Once an Account has been used in a transaction, it cannot be deleted, even if the transaction is removed. Instead, you can archive the Account, ensuring your financial records remain consistent while preventing new transactions from being recorded under it.

To archive an Account, open your Bkper Book, go to the Accounts page, select the Account you want to archive, and click the Archive button. The Account will no longer appear in your active list but will remain in your historical records, ensuring balance consistency.

If you need to use an archived Account again, you can restore it at any time.

Open your Bkper Book, go to the Accounts page, and select the Archived section from the left menu. Find the Account you want to bring back, check the box next to it, and click Unarchive. The Account will now be available for new transactions while maintaining its historical records.

You can easily export your Accounts to Google Sheets for analysis, backup, or bulk editing.

To do this, open a Google Spreadsheet on your computer and go to Extensions > Bkper > Open. Select your Bkper Book, navigate to the Fetch tab, and choose Accounts. Click on the cell where you want the data to appear, then press Fetch.

That’s it! Your Accounts—along with their Name, Type, and Groups—will now be listed in your Google Sheet, ready to reuse as a template for other books or further processing.

With the Bkper Add-on for Google Sheets, you can quickly import multiple Accounts into your Book in just a few steps. This makes it easy to use templates to create your chart of Accounts in bulk.

To do this, open a Google Spreadsheet and go to Add-ons > Bkper > Open. Select your Bkper Book, navigate to the Record tab, and choose Accounts. Highlight the cells containing the Account data you want to import, then click Record.

That’s it! The new Accounts are now ready for use in your Book, ready for use.

Tip: If the “Highlight” checkbox is selected, the background color of the Accounts in Google Sheets will match their Type color in Bkper, making it easier to review your imported data.