Bank Accounts

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.

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.

Recording Transactions

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

Tracking each account separately

Each bank Account maintains its own running balance based on all recorded Transactions. When you filter a single permanent Account, Bkper shows that running balance on each transaction row. See the Accounts guide for where it appears in the interface.

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

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.

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