Date Range Slider

The Date Range Slider changes the time window used by the Book’s balance views. It helps you move through months, quarters, years, and fiscal periods without rewriting search queries by hand.

Use it when you need to:

• review a Balance Sheet at the end of a period
• compare monthly, quarterly, or yearly performance
• move quickly to the previous or next period
• set a fiscal year that starts in a month other than January
• understand how permanent and non-permanent Account balances respond to time

What the selected range means

Bkper calculates balances from transactions. The selected range affects permanent and non-permanent Accounts differently.

Account type	Behavior in a selected range
Asset	Shows the cumulative position at the end of the range
Liability	Shows the cumulative position at the end of the range
Incoming	Shows activity accumulated during the range
Outgoing	Shows activity accumulated during the range

This distinction is important:

• A bank Account balance answers “what was the position at this date?”
• A revenue or expense Account balance answers “what happened during this period?”

Selecting a range

Open the Date Range Slider from the date range shown in the Book’s balance view.

Choose one of the standard ranges:

• Month
• Quarter
• Year

Bkper updates the balance values for the selected period.

Moving between periods

Use the slider controls to move the selected period forward or backward.

For example:

• moving from March to April changes a monthly view to the next month
• moving from Q1 to Q2 changes a quarterly view to the next quarter
• moving from 2024 to 2025 changes a yearly view to the next year

This is useful for quick review because the reporting scope changes while the Book structure stays the same.

Fiscal years

If your fiscal year does not start in January, select the yearly range and choose the starting month.

For example, if the fiscal year starts in April:

• the yearly range runs from April through March
• Incoming and Outgoing balances accumulate activity across that fiscal year
• Asset and Liability balances show the position at the end of that fiscal year

Daily balance values

The Date Range Slider focuses on standard periods rather than a dedicated daily range. To inspect a daily closing balance for a permanent Account:

1. Filter the Book to the permanent Account.
2. Find the last transaction for the day you want to inspect.
3. Read the running balance at the end of that transaction row.

For running balance details, see:

• Accounts

Date ranges and search queries

The Date Range Slider is useful for interactive review. Search queries are better when you need a reusable or precise reporting definition.

Use query date operators when you need to:

• save the period as a saved query
• fetch the same period in Google Sheets
• define rolling ranges with $d, $m, or $y
• control whether the end date is inclusive or exclusive

Example calendar-year query:

after:2025-01-01 before:2026-01-01

In Bkper queries, after: is inclusive and before: is exclusive.

Related guides

• Search & Queries
• Chart Reports
• Accounts