Date Range Slider
Navigate through account balances over time using the Bkper Date Range Slider for quick financial insights.
The Date Range Slider lets you navigate through account balances over time, providing valuable insights into the historical, current, and future financial position and performance of your business. It is especially useful for spotting trends quickly and making informed decisions based on accurate, up-to-date data.
Access the Range Slider by clicking the date range displayed at the top of the Balance Sheet.
- The date on the Balance Sheet represents the balance values at the end of the selected period.
- The date range on Incoming & Outgoing values represents the accumulated balance values during the selected period.
Selecting a range
Click the dates in the Range Slider and choose a Month, Quarter, or Year from the pop-up menu.
Permanent accounts on the Balance Sheet show the position at the end of the selected range, while non-permanent accounts show the performance (accumulated values) during that range.
Changing the period
Click the arrows on the Range Slider to move the selected range forward or backward.
Changing the starting month of the annual range
To set a fiscal year that does not start in January, click the dates in the Range Slider, select the Year range, and pick the month in which your fiscal year begins.
Daily balance values
The Range Slider does not define a fixed daily period, but you can find the running balance on the last daily transaction by clicking any permanent account.
