Bank Accounts

How to track multiple bank accounts in Bkper, view individual balances, and get a consolidated total using Groups.

When you operate with several bank accounts, consolidating the total balance across all of them can become difficult. In Bkper, you can group your bank accounts into a single Group and get the consolidated balance value effortlessly.

Viewing individual balances

On the Balance Sheet in the left menu of your Book, you can find the balance values of each bank Account.

Bkper sidebar showing individual balance values for each bank account

Grouping for a consolidated balance

To get the consolidated balance value of all bank accounts, group them into a single Group. The Group total updates automatically as Transactions are recorded.

Bkper sidebar showing bank accounts grouped together with a consolidated balance total

Recording Transactions

Record incoming and outgoing Transactions to and from your bank accounts. Each Transaction moves an amount from one Account to another.

Bkper transactions showing movements to and from bank accounts

Tracking each account separately

Each bank Account maintains its own running balance based on all recorded Transactions.

Bkper showing the Brex Cash account balance calculated from individual transactions

Brex Cash 7,000 = +20,000 − 8,000 − 5,000

Bkper showing the Citi Bank account balance calculated from individual transactions

Citi Bank 500 = +8,000 − 5,000 − 2,000 − 500

The Bank Accounts Group updates together with the Transactions, always showing the consolidated balance value of all the bank accounts.

Bkper sidebar showing the consolidated Bank Accounts group balance as the sum of individual accounts

Bank Accounts 7,500 = Brex Cash 7,000 + Citi Bank 500