Transactions are at the heart of Bkper—they track the movement of money between accounts, ensuring your financial records stay accurate. The more transactions you record and post, the smarter Bkper becomes, automatically recognizing patterns and completing transactions for you over time.

Let’s go through your first transaction step by step!

To record a transaction, In your Book simply type a description in the input field at the bottom of your Book. For example, let’s say you took a taxi ride for $25 and paid in cash.

Type: Taxi 25 and press the Post button on the right.

At this point, the transaction is recorded in a Draft state. Bkper hasn’t assigned any accounts yet, so it remains incomplete and no Account Balances are updated. (See the GIF below for a quick walkthrough!)

To finalize the transaction, click on the red >> symbol at the beginning of the Transaction, and in the pop up window, assign the correct From Account and To Account.

• From Account → Cash (because you paid in cash)

• To Account → Transport Expense (to track your taxi cost)

Once these details are added, Bkper will learn this transaction pattern for future Transactions.

Now, click Post, and the transaction is Posted, updating your account balances.

(See the GIF below for a quick walkthrough!)

Now, let’s say you take another taxi ride, but this time for $30.

Simply type: Taxi 30

Bkper remembers your previous "Taxi" transaction and automatically starts to complete the same accounts (Cash → Transport Expense).

All you need to do now is post the transaction by pressing the green >> at the start of the transaction and it’s Posted, updating the account balances.

The more you use Bkper, the better it gets at recognizing recurring transactions. Whether you’re tracking taxi rides, office expenses, or client payments, Bkper learns from your past entries to make your workflow faster and easier.

Try it yourself! Post a couple of transactions with similar descriptions and see how Bkper automatically completes them for you, saving you the time of manual categorization.