Search anything and find what you are looking for fast and easy.

Search for any of the following elements
 - Accounts
 - Groups
 - Hashtags
 - Descriptions
 - From: or To:
 - Types
 - Users
 - Dates & Periods
 - Is:  
 - Amount:
 

Accounts, Groups, #hashtags & Descriptions

from: or to:

Search for debit or debit positions with from: or to:
 from: revenue
 to: expenses
 

Note: from: and to: can be used with Accounts, Groups, Types.

Types

Search for account types
 incoming
 assets
 liabilities
 outgoing
 Example: from:incoming  

Users

Search for users.
 Parts of email accounts: robert
 Email accounts: robert.drumonds@gmail.com
 
 Search for user activity.
 createdBy:robert.drumonds@gmail.com
 postedBy:pat.bauhaus@gmail.com
 editedBy:robert.drumonds@gmail.com
 deletedBy:pat.bauhaus@gmail.com
 restoredBy:robert.drumonds@gmail.com
 checkedBy:pat.bauhaus@gmail.com
 uncheckedBy:robert.drumonds@gmail.com
 
 Note: user activity is different than transaction state, so a transaction can be unchecked but a user might have checked it at some point.

Dates

Search transactions on a specific date or in a specific time range.
 on:dd/mm/yyyy
 after:dd/mm/yyyy
 before:dd/mm/yyyy

Note: Date formats depend on book settings.

Date variables

Search transactions periodically.
 General annotation: ($y|$m|$d)(-|+)(1-999).

Periodicity

Get balance detail by periodicity

Transaction Status

 is:
 is: draft
 is:posted
 is:trashed
 is:checked
 is:unchecked
 Note: Transaction State is different than user activity, a transaction can be is:unchecked but was checkedBy: someone earlier.
 

Amount:

amount:2000 lists all the transactions with the amount of 2000.

Operators

Default behavior on bkper search is AND when searching for more than one word, but you can filter results with any of the following operators.

Bkper Search Examples

Who paid any transport or lodging costs with cash in june 2016?
 cash (transport OR lodge) on:07/2016
 (Click to see the result)
 
 Any consolidated transactions that ended up in the trash bin?
 is:trashed checkedBy:pat.bauhaus@gmail.com
 
 
 3 Month Profit Report
 group:"Expenses" OR group:"Income" after:$m-3  
 

Note

  • Save your queries on the Context menu
  • Use your saved queries on the Add-ons for Bkper to access your results.

Couldn't find something on your books, let us know so we can help to find it: contact@bkper.com.
 

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