Record Guide

Easy recording for team members makes all the difference when it comes to keeping books up to date.

When recording a transaction, the position and case of the text you enter does not matter. Bkper parses the description intelligently:

• The first value found is treated as the transaction amount.
• The first account found is treated as the From Account.
• The second account found is treated as the To Account.
• The language in which you type is irrelevant.

From and To Accounts are discovered automatically when you enter their names, previously used descriptions, hashtags, or location.

Note

The amount format depends on your Book’s settings (commas or points as decimal separators). Languages written right-to-left finish with the hashtag on the left side.

Description

Any text that Bkper does not recognize as an account, amount, date, or command is recorded as the transaction’s description.

Amount

Record an amount like 35.95 anywhere in the input — the order does not matter. Bkper matches the number format to your Book’s settings.

Note

For a Book with 2 fraction digits and a comma separator, a record like “invoice 12345 value 12,34” will interpret the value as 12,34, since it better matches the Book’s settings.

Hashtags

Add a hashtag like #sometag to tag the transaction. Tags help you categorize and search for transactions later.

Tip

Record a tag with a minus sign in front of it (e.g. -#sometag) to make Bkper forget that tag. The system will stop replacing words or finding accounts automatically based on that tag until you record it again.

Dates

Enter a date like 05/21/2025 to record on a specific date. You can also use a short form like 05/21 to record on that date in the current year. The date format follows your Book’s settings.

Record Multiplier (Monthly Installments)

Use the $Nx syntax to repeat a transaction across multiple months. For example, $4x records the entry as a draft for the next four months on the same day.

Note

Use the letter “x” — not the multiplication asterisk. This feature only works in the one-line input, not in the expanded form.

As an example, entering 22000 #rent $4x produces four monthly draft entries:

The resulting transactions appear in the Book:

Attachment

You can attach files to a record by clicking the paperclip icon to upload, or by dragging and dropping a file onto the input form. You can also drag and drop a file onto an existing entry (draft or posted transaction).

URL (Links)

Record a link to associate an external resource URL with a transaction.

Ignoring Text with Quotes

To prevent Bkper from processing certain parts of your description — like timestamps or reference numbers — wrap that text in quotes. For example, "10 Gas "at 10:56"" ensures that at 10:56 is not interpreted as an account match.

Tip

This is useful when descriptions contain metadata like times, locations, or reference numbers that should not affect account matching.

Putting It All Together

A complete record might look like:

205.00 01/01/2025 $5x #insurance #car

This records 5 drafts on the first day of January through May, each with the value 205.00 and the description #insurance #car.