Groups in Bkper help you categorize and structure accounts, making financial analysis and reporting easier. Unlike rigid financial structures found in traditional accounting systems, Bkper Groups are fully flexible, allowing you to modify and adapt them at any time to match your needs keeping your balance values in sync at all time.

• Organize accounts into customized categories for clearer financial insights.

• Easily modify, reorganize, or remove groups without affecting account balances.

• Use drag-and-drop functionality to quickly structure your financial data.

• Hide or lock groups when necessary to maintain reporting consistency.

Below, you’ll find a step-by-step guide on how to create, manage, and optimize Groups in Bkper.

To create a new Group, in your Bkper Book look for the New Group option in the left menu. Once you name your Group and save it, it will appear alongside your other groups in the left menu. From there, you can start dragging accounts into it or adjusting its hierarchy.

Bkper Groups are flexible—you can rename, delete, hide, or lock them to better organize your financial data. Here’s how you can manage your Groups effectively.

If you need to update a Group’s name for clarity, simply click the three dots next to the Group’s balance, select Edit, enter the new name, and press Save. Your Group will now appear with its updated name across your book.

Example: If you originally named a Group “Office Expenses”, but now want a broader category, you could rename it to “Operational Costs” to include utilities, rent, and other office-related expenses.

If a Group is no longer relevant, you can remove it by clicking the three dots, selecting Delete, and confirming the action.

Important: Deleting a Group does not delete the accounts nor their balance values inside it. Those accounts will remain intact in your book, just no longer grouped together.

Example: If you created a temporary Group for a one-time project, deleting it after the project ends won’t affect your financial records—your accounts remain in the system.

Need to keep a Group in your book without displaying it in reports or the left menu? You can hide it. Click the three dots, select Hide, and the Group will disappear from your main view.

When to Use This: If a Group is used solely for internal tracking or as an auxiliary group to define custom properties (e.g., “Temporary Adjustments”), hiding it helps keep your left menu and financial statements clean while still allowing it to be used internally or by Bots to gather properties from the Group and its accounts.

Hidden Groups don’t disappear forever—they just don’t appear in your active view. To bring back a hidden Group into view, open the Chart of Accounts, find the light gray hidden Group, click the three dots, and select Show. The Group will now reappear in your book’s left menu.

If you want to prevent accidental changes to a Group structure, you can lock it.

Locking Rules:

• Only Book Owners can lock or unlock a Group.

• Only Root Groups (the highest level in a group hierarchy) can be locked.

Example: If you have a financial reporting structure, locking the Groups ensures that no one accidentally reorganizes a critical data, which could disrupt reports or interfere with workflows that depend on a specific hierarchy—such as Bots or a reporting systems.

Organizing your Accounts into Groups helps keep your financial data structured and easy to analyze. You can quickly add accounts to a Group using either on the Transactions Page or in the Chart of Accounts, depending on your workflow.

If you’re working directly with transactions and need to categorize an account into a Group, simply:

• Find the account in the left menu.

• Drag and drop it onto the desired Group.

That’s it! The account is now part of the Group, and its balance will be included in the Group total.

For greater control over more complex account organizations, you can use the Chart of Accounts to manage Groups more efficiently. Simply open the Chart of Accounts, select the account(s) you want to categorize, and click the red “Groups" button. From there, choose the Group where the account(s) should be placed and apply the changes. The Accounts will now be part of the selected Group.

Why Use This Method? The Chart of Accounts allows for bulk selection and categorization, making it especially useful when managing multiple accounts at once or refining your Group structure.

In Bkper, Groups can be structured in a hierarchy, meaning they can be nested within each other to create meaningful financial structures.

At the top of the hierarchy, you have the Root Group, which has no parent group—this is the broadest financial category, such as Assets or Liabilities. Beneath it, there are Child Groups, which help further categorize financial data. The last level of the hierarchy consists of Groups that hold the Accounts.

A Group Hierarchy example:

Assets (Root Group) → Current Assets (Child Group) → Receivables (Child Group) → Customer A, Customer B (Accounts)

Only the last level of Groups in the hierarchy (e.g., “Receivables”) can contain Accounts. The higher-level Groups, like “Assets” and “Current Assets,” simply organize the structure.

However, not all last-level Groups have to be at the same hierarchical depth—some Groups may hold Accounts higher in the structure, while others may be nested deeper, depending on how you organize your financial data.

A parent group cannot contain both Accounts and child Groups simultaneously.

If a Group is no longer needed within a hierarchy but should still exist independently, you can remove it from its Parent Group. Open the Group settings by clicking the three dots next to its balance value, then select Edit. In the Parent Group dropdown, choose the blank option, and save the changes. The Group is now removed from the hierarchy but still exists on its own.

With a well-structured hierarchy, you can retrieve your entire Balance Sheet or Income Statement with a single query. For example, using “Net Assets on:2026” can fetch your complete Balance Sheet, just as “Net Income on:2026” can retrieve your full Income Statement in one go.

Managing Groups in bulk is easy with the Bkper Add-on for Google Sheets. Whether you’re setting up a new structure or creating a template for repeated use, you can import and/or export Groups efficiently without the need of manually editing them one by one. Exporting your Groups allows you to build a reusable framework, making it easy to apply the same structure as a template.

Need to review or modify your Groups outside of Bkper? You can easily export them into a Google Spreadsheet. Open your Google Spreadsheet, go to Add-ons > Bkper > Open, and select your book. Then, navigate to the Fetch tab, choose Groups, and click Fetch. Your Groups will be instantly pulled into your spreadsheet for further analysis or adjustments.

Why Export Groups? This is useful for backing up your Group structure, sharing financial data with your team, or making bulk edits before re-importing them into Bkper.

If you have a list of Groups in a Google Spreadsheet, you can import them directly into Bkper in just a few steps. Open your Google Spreadsheet, go to Add-ons > Bkper > Open, and select your book. From there, navigate to the Record tab, choose Groups, and highlight the cells containing the Group data you want to import. Click Record, and your Groups will be automatically added to your book.

Tip: This method is perfect for setting up a new financial structure quickly or syncing Groups from another system.