The Fetch feature in the Bkper Add-on lets you pull Transactions from any of your Books directly into Google Sheets. This is useful for custom reporting, data analysis, or preparing batch edits that you can save back to Bkper.

Open the Bkper Add-on in your Google Sheet and select the Book you want to work with. Navigate to the Fetch tab and choose Transactions as the data type.

Enter a query to filter which Transactions to fetch. For example, on:2024 retrieves all Transactions from the year 2024. You can use any Bkper query syntax to filter by date, Account, amount, or custom properties.

Before fetching, you can choose how the data appears in your Sheet:

Function — Inserts a BKPER_TRANSACTIONS formula that stays connected to your Book. The data updates automatically when you run Update from the Add-on menu. Use this when you want a live report.

Values — Pastes the Transaction data as static values. Use this when you plan to modify the data or don't need automatic updates.

Click Fetch to populate your Sheet with the matching Transactions.

Once your Transactions are in Google Sheets, you can:

Also see: Bkper Query Guide