Search & Queries

Bkper Search uses a powerful query language for filtering transactions and balance values. This same language works across the Bkper web app, the Bkper Add-on for Google Sheets, Bkper Functions, and Google Apps Script — so a query that works in one place works everywhere.

Search results display matching transactions along with corresponding balance values (shown in charts). On the Bkper Add-on for Google Sheets, results can also be fetched as balance values and/or transactions.

Search Assistant

The Search Assistant guides you through building queries visually. Access it from the search bar at the top of any Book.

Type the term you are looking for and the Search Assistant suggests matching options based on your Book’s Accounts, Groups, and transaction data.

Picking absolute dates

Click the Date Picker in the Search Assistant to select fixed start and end dates.

You can also choose which date type to filter on:

• Transaction Date — the first date column on a transaction.
• Post Date — the last date column on a transaction.
• Update Date — the date a transaction was last modified.

Running the search

Press Search and the assembled query is added to the search bar and executed. The matching transactions appear in the list below.

The Search Assistant is a great way to learn query syntax — the queries you build here work identically in Bkper Functions for Google Sheets and in the Bkper Add-on.

Using search directly

You can also type queries directly in the search field on the Transactions page and press Enter.

Search operators

By account or group

Operator	Description	Example
account:	Filter by account	account:Cash
from:	Filter by origin (From) account	from:Cash
to:	Filter by destination (To) account	to:Expenses
group:	Filter by group	group:Expenses

By transaction status

Operator	Example
is:draft	Transactions not yet posted
is:posted	Posted transactions
is:trashed	Trashed transactions
is:checked	Checked transactions
is:unchecked	Unchecked transactions

By user

Operator	Description	Example
createdBy:	Filter by the user who recorded the transaction	createdBy:arun
updatedBy:	Filter by the user who last updated the transaction	updatedBy:arun

By account type

Use these keywords without a colon to filter by account type:

asset | liability | incoming | outgoing

By date

Operator	Description	Example
on:	Transactions on a specific date	on:2024-01-01
after:	Transactions after a date	after:2023-12-31
before:	Transactions before a date	before:2025-01-01
after: before:	Date range (between)	after:2023-12-31 before:2025-01-01

By creation or modification date

Operator	Description	Example
using:createdAt	Search by creation date	after:02/07/2025 before:02/10/2025 using:createdAt
using:updatedAt	Search by last modification date	using:updatedAt after:$d-2

Date variables

Date variables create dynamic, relative date references — especially useful in Google Sheets reports that should always reflect recent data.

Variable	Description	Example
$d	Relative days	$d-14 (14 days ago), $d+1 (tomorrow)
$m	Relative months	$m-3 (3 months ago), $m+1 (1 month ahead)
$y	Relative years	$y-1 (last year), $y+1 (next year)

Combine date ranges with variables to create rolling reports. For example, after:$d-14 before:$d+1 always returns the last 14 days of results.

The Date Variable annotation follows the pattern: ($y|$m|$d)(-|+)(1-999).

By amount

Operator	Description	Example
amount:	Exact amount	amount:2000
amount>	Greater than	amount>1000
amount<	Less than	amount<1000

Logical operators

Operator	Description	Example
AND (default)	Match all conditions	amount:2000 AND account:Expense
OR	Match either condition	account:'Revenue' OR account:'Other Income'
NOT	Exclude from results	NOT "Bank Account"

Balance periodicity

Change how balance values are grouped in search results:

Operator	Description
by:d	Balance values per day
by:m	Balance values per month
by:y	Balance values per year

Examples

Combining AND, OR, and a date filter — Find salary payments from a specific account before a date:

account:'Brex Cash' ('Salary Pat' OR 'Salary Michael') before:01/01/2026

Dynamic income search for the last 24 months — Show Revenue and Cost of Goods Sold over a rolling window:

group:'Revenue' OR group:'COGS' after:$m-24

Saved queries

Saved queries reduce the effort of periodic reporting. Prepare your search conditions — including date variables for dynamic ranges — and save the query for later use. You can re-run it with a single click in the web app, or use it with auto-update in the Bkper Add-on for Google Sheets.

Tip

Saved queries are available on Bkper paid plans.

Saving a query

Open your Book and type the desired query in the search box. Then open the context menu (three-dot icon), select Save Query, give it a meaningful name, and confirm with OK.

Accessing a saved query

From the Bkper web app

Your saved queries appear in the left sidebar of the Book. Click any saved query to instantly run it and view the updated results.

From the Bkper Add-on for Google Sheets

Open a Google Sheet and launch the Bkper Add-on for Google Sheets. Select your Book, click Fetch, and choose your saved query from the list. The add-on pulls the matching data directly into your spreadsheet.

Where queries work

The query language is universal across Bkper:

• Web app — type queries in the search bar on the Transactions page
• Search Assistant — build queries visually with guided suggestions
• Bkper Functions — use queries as parameters in BKPER_BALANCES and BKPER_TRANSACTIONS
• Bkper Add-on — fetch transactions and balances filtered by query
• Google Apps Script — pass queries programmatically to the Bkper API

A query that works in one place works in all of them. This means you can prototype a query in the Search Assistant, then paste it into a Google Sheet for automated reporting.