Guides

Practical guides covering everything from your first sign-in to advanced financial workflows. Whether you’re new to Bkper or looking to master specific features, start with the section that matches your needs.

Getting Started A roadmap from your first Book and transaction to reporting, collaboration, and automation.

Using Bkper Day-to-day workflows for Transactions, Accounts, Groups, Books, and features like properties and hashtags.

Google Sheets Use Bkper functions and features directly in Google Sheets for reporting and analysis.

Automations Bank connections, automatic transaction imports, and workflow automations.

Accounting Principles Double-entry bookkeeping, account types, receivables, payables, and financial modeling in Bkper.

Account & Billing Plans, pricing, billing management, and account settings.

Templates Pre-built Book templates for personal finances, business accounting, and more.

Troubleshooting Solutions to common issues and answers to frequently asked questions.