Getting around in Bkper

Overview of the main pages in Bkper — Book list, Transactions, Accounts, and Automations.

After signing in, you land on the Book list page. From there you can navigate to the three other main pages: Transactions, Accounts, and Automations.

Book list

The Book list is your starting point — a dashboard showing all the Books you have access to. From here, you can:

Create a new Book
Access pre-built templates like Business General Ledger or Personal Finances
Open any Book to start working
Manage Collections for organizing related Books

This page appears when you first sign in or when you click the ← arrow next to the Bkper logo from within a Book. The Book list also shows the Book owner, total number of transactions, and monthly posted transactions for each Book.

When you open a Book, you land on the Transactions page.

Transactions page

The Transactions page is where you record, view, and manage your financial transactions. It’s the heart of your bookkeeping in Bkper.

From here, you can:

Record new transactions manually or via automations
Search and filter transactions with queries
Check, edit, or delete transactions
Access the Configuration Menu (⚙️) for Book settings, Book properties, copying, or deleting the Book

Every Book opens to the Transactions page by default. In the top-left corner, you can switch between the Transactions and Accounts pages. The Automations page is accessible via the Configuration Menu (⚙️).

Accounts page

The Accounts page is where you build and maintain your chart of accounts — the structure of assets, liabilities, equity, income, and expenses.

From here, you can:

Create, edit, delete, or archive Accounts
Create and organize Groups into hierarchies for reporting
Hide, unhide, edit, or delete Groups

You can navigate back to the Transactions page by clicking Transactions in the top-left menu.

Automations page

The Automations page is your control center for Bots and Apps that automate your bookkeeping.

Use it to:

Install and configure Bots like the Tax Bot or Exchange Bot
Manage Bank Connections for automatic transaction imports
Add your own automation bots, apps, or reports

Click the ← arrow next to the Bkper logo (top-left) to return to the Transactions page at any time.

In the top-left corner, switch between the Transactions and Accounts pages within a Book
From the Transactions or Accounts page, click the ← arrow next to the Bkper logo to return to the Book list
From the Automations page, click the ← arrow to return to the Transactions page

Next steps

Now that you’re oriented, dive into creating and managing Books to get started with your first ledger.