Bkper Bkper

Changelog

See what's new in Bkper and what has changed.

2026

February 2026

January 2026

2025

December 2025

November 2025

October 2025

  • NEW Bkper Agent rebuilt with advanced AI ✨ — now automates bank statement and invoice parsing with higher precision
  • Mobile Web App
    • Added drafts count display in transaction filters
    • Added book delete option for book owners
  • bkper-gs
    • Added File.getProperties to retrieve all custom properties from a file as key-value pairs
    • Added File.setProperties to set multiple custom properties on a file at once
    • Added File.getProperty to retrieve a specific custom property value from a file by key
    • Added File.setProperty to set a single custom property on a file with key-value pair
    • Added File.deleteProperty to remove a specific custom property from a file by key
    • Files attached to transactions are now automatically tagged with upload method for better tracking
  • bkper-js
  • bkper-cli
    • Added smart transaction merging - combine multiple transactions intelligently based on date and account matching
    • Simplified transaction creation - accounts are now optional, making it easier to record simple income and expenses
    • Improved transaction data responses for better AI assistant integration

September 2025

August 2025

July 2025

  • bkper-cli

    • Added MCP server support for AI assistants and agents to interact with your Bkper books
    • Added support for AI assistants to analyze your books with monthly and year-to-date balances
    • Improved date filtering with more intuitive before: operator
    • Added setup instructions for Claude Desktop and other AI tools

  • Mobile Web App

    • Added selected transactions counter
    • Added evolved balances for permanent accounts
    • Added book reload button
    • Added search assistant with advanced filtering and suggestions
    • Enhanced search bar experience with suggestions
    • Improved optimistic UI approach with async loading and instant feedback

  • bkper-gs

  • bkper-js

    • BREAKING CHANGE: Refactored Bkper class from static methods to constructor-based pattern
    • BREAKING CHANGE: Removed deprecated methods: Transaction.remove(), Transaction.restore(), Account.getBalance(), Account.getBalanceRaw()
    • MIGRATION: Use transaction.trash() and transaction.untrash() instead of remove() and restore()
    • MIGRATION: Use Book.getBalancesReport() instead of Account.getBalance() methods
    • Added Balance class back for improved balance reporting
    • Added BalancesDataTableBuilder for building balance data tables
    • Added BalanceType enum with TOTAL, PERIOD, and CUMULATIVE options
    • Updated Book.getDatePattern to return default pattern ‘dd/MM/yyyy’ when not set

June 2025

May 2025

April 2025

March 2025

February 2025

January 2025

2024

December 2024

November 2024

October 2024

September 2024

August 2024

  • Mobile Web App
    • Launched Bkper’s new Mobile Web App, introducing a modern, redesigned interface
    • Added support to dark mode
    • Added transaction listing and record features

July 2024

  • New design with dark mode

April 2024

  • Stock Bot
    • Adjusted Realized Results service to calculate results on both accounting basis (historical and fair) by default
    • Added cost_hist transaction property to pass historical cost information

January 2024

2023

December 2023

November 2023

October 2023

  • Improved copy book feature allowing copy transactions from specific date
  • Stock Bot
    • Added support for Bonds Interest accounts on auto mark-to-market service
  • Tax Bot
    • Added tax_excluded_amount property to allow override the excluded taxes calculated based on Group or Account tax_excluded_rate definition by a specific amount
  • bkper-gs

August 2023

July 2023

  • Expanded Bank Connections converage to Brazil
  • Tax Bot
    • Added Book tax_copy_properties property to allow copy properties from source to generated tax transaction

June 2023

January 2023

2022

December 2022

November 2022

October 2022

  • Google Sheets Add-on
  • Tax Bot
    • Added ${account.name.origin} expression to conditionally add account name when participates as origin in the transaction.
    • Added ${account.name.destination} expression to conditionally add account name when participates as destination in the transaction.
    • Added ${account.contra.name.origin} expression to conditionally add contra account name when participates as origin in the transaction.
    • Added ${account.contra.name.destination} expression to conditionally add contra account name when participates as destination in the transaction.

September 2022

July 2022

  • Exchange Bot
    • Added exc_aggregate book property to use one single exchange account per currency

June 2022

May 2022

April 2022

March 2022

  • Optional copy transactions upon copy a Book is now available to all book collaborators (including viewers)
  • Stock Bot
    • New feature: Forward Date Service. A simple and solid procedure to close a period and lock the Instruments Book
    • Added input to run Realized Results calculations up to a specific date
    • Added several fwd_xxx and hist_xxx properties to instruments transactions in order to track both historical and updated trading information
    • Added stock_historical book property to calculate gains and losses over historical values
  • Exchange Bot
    • Added exc_historical book property to calculate exchange updates over historical values

February 2022

2021

December 2021

November 2021

October 2021

September 2021

July 2021

May 2021

April 2021

March 2021

February 2021

January 2021

  • bkper-js client library published

  • Github App deprecated in favor of the bkper-js

  • bkper-gs

    • Added Amount
    • Added bkper-gs.newAmount
    • BREAKING CHANGE: : All number params and returns now wrapped in Amount class for arbitrary precision aritimethic

  • Tax Bot

    • Add support to tax_included_amount transaction property to override included taxes
    • Deprecated tax_rate account and group property to split into included and excluded taxes
    • Added tax_excluded account and group property
    • Added tax_included account and group property

  • Exchange Bot

    • Calculate and mirror tax_included_amount when present on transaction

  • Stock Bot

    • Added stock_book property flag to allow quantities with more than 0 fraction digits

2020

December 2020

November 2020

October 2020

September 2020

August 2020

July 2020

June 2020

May 2020

April 2020

March 2020

February 2020

January 2020

  • Books and Accounts custom Pproperties
  • New icons on transactions attachments and links
  • Infinite scroll on transactions list

2019

November 2019

October 2019

September 2019

August 2019

July 2019

  • Launched Bkper Bank Connections

June 2019

April 2019

  • Shutdown of our referral program and the Bkper Gold Plan

March 2019

January 2019

2018

December 2018

  • New Help Center layout and better connection with our users through Intercom messenger

October 2018

August 2018

May 2018

  • Custom sharing email logo white labeled for Business customers

April 2018

  • See who is online on Book
  • Tracking transaction creators by username instead of email
  • Comments on transactions
  • Improved search autocomplete
  • Docs Add-on shutdown
  • Forms Add-on Added highlight and log on Google Sheets for responses successfully recorded on Bkper

March 2018

  • Added Activities for all other resources - Book, Accounts, Groups - and Collaborators
  • Released Referral program, with Bkper Gold Plan

2017

June 2017

  • Released Activities to track changes on transactions

March 2017

  • Autopost is default on newly created books

February 2017

  • Changed support structure
  • Improvements on Ultradox integration
  • Added date format yyyy/mm/dd

January 2017

  • Updated pricing details

2016

November 2016

September 2016

  • Batch operations (check, post, revert)
  • Balance sidebar Slider for non-permanent accounts (income/expense type)
  • Several UX improvements on form
  • Improvements on recording, editing and posting transactions flow
  • UX improvement for check/uncheck

August 2016

  • Several UX improvements on creating groups
  • Several UX improvements
  • Bug fix: copy paste in Excel on Firefox
  • Bug fix: Drive integration pre-fix
  • Improvements on recording and posting
  • Sheet Add-on Bug fix: fetch balances with gaps on dates/periods with no balance change

July 2016

  • New weekly summary email
  • Several improvements on list books
  • Zapier out of beta

June 2016

  • Bugfix: registration duplicates
  • Deprecated recurring transactions
  • Partner console (already deprecated)
  • Sheets Add-on:
    • Fetch serve Attachment Url and Urls
    • Auto update only update if book has been updated

May 2016

  • Expansible accounts menu
  • Apply new group to selected accounts
  • Apply account types in batch
  • Validate account types per group
  • Groups can only have one account type Mixed
  • Groups by account types Assets together with Liabilities and Revenue with Expenses Use account types instead of Permanent Debit and Credit
  • Bookbot finds accounts that start with the same word
  • Bugfix: queries with group with many accounts
  • Zapier Integration: added Account description, group and account balance to outgoing zaps
  • Add-ons Bugfix: queries with more than one account, presentation format

April 2016

  • Lowercase recognition of accounts in post form
  • Account types instead of permanent and non permanent accounts
  • Results for mixed groups Groups account type validation
  • Batch account type edit Bugfix: delete groups Resize balance menu on transaction window

March 2016

  • Evolved Balances for non-permanent accounts
  • Added Integration with Zapier
  • Migrated Google Drive Inbox to Integrations
  • Applied Checked & Unchecked to Charts and balances
  • Bugfix: Lowercase does not auto complete in Advanced
  • Discontinued bkper Gold subscription
  • Add-ons Added Auto Record Feature

February 2016

  • Added bkper For Work package (now Business Plan)
  • Migrated from Google + Login to Google Accounts Login
  • Added Google Drive listing to install bkper and create Books from within Drive
  • Hashtags now are copied when you copy a Book
  • Add-ons Bugfix: Add-ons wasn’t opening for some browsers versions/vendors
  • bkper-gs:

January 2016

  • Display group balances on the left hand menu
  • Fixed Issue #45
  • Bugfix: Report period balance and cumulative balance are misaligned
  • Fixed Issue #46
  • Bugfix: Horizontal line on charts completing period
  • Add-ons Migrated to IFRAME Sandbox mode according Google Apps Script Migration Guide

2015

December 2015

November 2015

  • Launched Bkper Gold plan
  • Bugfix: #Deactivated in other languages
  • Bugfix: Language translation in Book Listing

October 2015

September 2015

  • New feature: One click remove saved queries on the web
  • Improvement: Increased font size on the web
  • Improved Integration’s: Now all integration’s are placed together for a better vizualization

August 2015

  • New feature: Public books. Now you can publish your books on the web
  • New feature: Create accounts on Advanced posting page
  • Autocomplete now suggests accounts and transaction descriptions

July 2015

  • New feature: Google Contacts integration on the sharing settings page

June 2015

  • New feature: Record Only permission
  • New feature: Edit transaction attachment - Issue 1

May 2015

March 2015

  • bkper-gs:
    • Renamed Ledger object to Book
    • Added bkper-gs.openById
    • Added bkper-gs.listBooks
    • Deprecated bkper-gs.openLedgerById
    • Deprecated bkper-gs.listLedgers
    • Added Account.getDescription
    • Added Ledger.formatValue
  • Changing from “Ledger” to “Book”
  • Added configurable fraction digits on Ledgers
  • Added Outgoing WebHooks
  • Added Incoming WebHooks
  • Sheets Add-on:
    • Added Auto-update feature
    • Added Update feature
    • Fetch transactions and cumulative/period balances

February 2015

  • Bugfix: Hashtags now works for oriental languages
  • Ability to remove #hashtags from index - Part of Issue 12
  • Bookbot improved - considering same description prior to same hashtags
  • Batch delete drafts - Issue 14
  • Bugfix: Data and user changed when user confirm the draft - Issue 15

2014

December 2014

  • Added Charts toggle button
  • Charts and Transactions rendered on same screen - Issue 3
  • Released Google Drive Integration - Related to Issue 10

November 2014

  • Added OFX import support - Issue 10
  • Added “group:” and multiple “acc:” filters support to Transactions query - Issue 3
  • Google Docs Add-on
    • Added transactions tab - Issue 7
    • Added Autosend pdf report feature - Issue 7
  • bkper-gs:
    • Added “timeZone” optional param to Ledger.record
    • Removed “referencesToTransactionId” param from Ledger.record

October 2014

  • Recurring Transactions Issue 2
  • Google Forms Add-on released
  • Supporting Dutch language
  • Supporting Spanish and Catalan languages
  • Ledger settings sets Date Pattern and Decimal Separator instead of locale
  • Google Docs Add-on
    • Added Update statements feature - Issue 7
  • bkper-gs:
    • Added BalancesDataTableBuilder.formatDate
    • Added BalancesDataTableBuilder.formatValue
    • Added BalancesDataTableBuilder.buildChartDataTable
    • Account.get
    • Balance gets representative balace by default
    • Transaction.getAccountBalance gets representative balance by defaultAdded Transaction.getOther
    • AccountName(account)
    • Added Ledger.getDatePattern
    • Added Ledger.getDecimalSeparator
    • Deprecated Ledger.getLocale
    • List Balances
    • List Transactions
    • Record Transactions

September 2014

  • bkper-gs:
    • Added “representative” param to Account.getBalance
    • Added Transaction.getOtherAccount(account)
    • Added Transaction.getCreditAmount() and Transaction.getDebitAmount()
    • Added “representative” param to Transaction.getAccountBalance
    • Added Transaction.getAttachmentUrl
    • Removed Ledger.getTransactionById