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Balance Sheet and Equity

How to view your equity in real-time by grouping asset and liability accounts in Bkper.

Equity is what remains when you subtract liabilities from assets on the balance sheet. Bkper can show this value in real-time, updating automatically after every posted transaction.

Setting up an equity group

To view your equity, group all your asset and liability accounts into a single Equity group.

Bkper group setup showing all asset and liability accounts grouped under an Equity group

The Equity group in the balance sidebar combines all the movements from these accounts, providing an up-to-date equity balance after each posted transaction.

Bkper balance sidebar showing the Equity group with a real-time balance

Viewing the balance sheet

Find your balance sheet on the left side of the dashboard. It shows all asset and liability accounts with their current balances, and the Equity group displays the net result.

Bkper dashboard showing the balance sheet on the left sidebar