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Home Page: https://bkper.com/
Feature requests and enhancements to existing bkper modules can also be filed here.
Home Page: https://bkper.com/
Request Summary:
It would be nice to have some kind of hashtag management.
Enable the ledger owner to make hashtags show or not when posting transactions;
To change existing transactions' their hashtags.
(something like the labels idea in gmail.)
Original issue reported on code.google.com by [email protected]
on 23 Oct 2014 at 10:54
Request Summary:
I'd like to be able to do the 4 basic math operations when typing an entry,
instead of having to type an exact a value, I wish to do something like this:
1.5+4.7+2 money food
Notes:
There's a potential ambiguity when using division and dates. But I'm sure you
guys can figure out a way to avoid that :D
Original issue reported on code.google.com by hgabreu
on 23 Jul 2015 at 5:50
Most users and professionals utilize a book keeping system to keep track of
financial records. One way to do this is by utilizing various tools to produce
reports on financial activity.
As it stands, Bkper can produce charts and graphs to show financial activity
based on a specific query, however it does not provide the ability to
automatically generate and save reports.
The idea behind this is that at a user specified time (say for instance at the
end of the week or month) the Bkper system will automatically generator a
predefined report (defined by the user) and save the report into the Bkper
system. Not only will these reports be saved so the user can review them later
they should also be manageable in that I can search out a report for a specific
time.
This functionality would be highly useful for users who are trying to view
their financial history. Instead of having to manually enter hundreds of
queries to compare activity over a year, it would be nice to compare a few
monthly reports to get the same effect.
Original issue reported on code.google.com by [email protected]
on 12 Sep 2014 at 6:14
Cannot access bkper.com due to DNS lookup failure. Confirmed across multiple
devices on my end.
Original issue reported on code.google.com by [email protected]
on 31 Mar 2015 at 2:55
What steps will reproduce the problem?
1. Create a transaction using the simple one input: e.g. 12.5 money food
2. Notice that you typed a "wrong" value and attempt to fix it by clicking the
transaction.
3. Type in the new value 13.5 and click "Save"
What is the expected output? What do you see instead?
Surprisingly you can't save because you have not entered a description (that
you didn't have in the first place)!
I would expect to have my updates saved without being annoyed about a
description.
What version of the product are you using? On what operating system?
Web - Google Chrome Version 43.0.2357.134 (64-bit) on Archlinux 4.1.2-2-ARCH
Please provide any additional information below.
Description should not be a required field in any scenario.
Original issue reported on code.google.com by hgabreu
on 27 Jul 2015 at 12:32
Please search through existing issues first to ensure that the bug has
not already been reported.
What steps will reproduce the problem?
1.edit an existing transaction
2.paste the following description: #atendimentos Carlos Drummond de Andrade
What is the expected output? What do you see instead?
1.the html input is not proper rendered.
2.even after reseting the input and pasting the string from a text editor (ansi
support) you still you can´t get rid of the redering problem.
What version of the product are you using? On what operating system?
No idea
Chrome version: 44....
Original issue reported on code.google.com by [email protected]
on 23 Jul 2015 at 10:06
Attachments:
In the bkperApp API when I have a transaction
I would like to get the reference about the poster.
For example:
transaction.getPosterId() (Google account Id would be great)
transaction.getPosterEmail()
This would work simular to transaction.getId()
Like this it is possible to automate stuff related to this.
Original issue reported on code.google.com by [email protected]
on 30 Sep 2014 at 6:16
When one user records the draft and another user confirms (post the
transaction), the user column changes to the one who confirmed and the post
date changes to the datetime of confirmation.
This behavior loses important information (draft recorder and time) for the
user who maintain the data. Would be good to have all those information
available for the Ledger admin.
Original issue reported on code.google.com by [email protected]
on 18 Dec 2014 at 5:18
Open Financial Exchange (OFX) has been around for a very long time and is
therefore supported from MANY financial institutions (it's what Quicken was
built upon). Many banks still carry this legacy API around providing a great
interface for obtaining recent transactions.
More information can be found here:
http://en.wikipedia.org/wiki/Open_Financial_Exchange
A quick and easy way to add support for users to post bank account transactions
to their ledger would be providing integration with OFX. Users can easily find
the information they need through a directory:
http://www.ofxhome.com/index.php/home/directory
The idea behind this is that a user can 'add' a bank account to their ledger.
This would require filling out all applicable details required to initiate an
OFX session with a bank. This information would be saved (except for the
password which should be required whenever a request is initiated) and used for
future transactions. A user would request the recent transactions and be given
the opportunity to import them into Bkper.
This feature is what makes institutions like Mint very popular. While not as
inclusive as Mint, it would still be a very powerful tool for users using Bkper
as a double entry system to keep track of their assets (by reducing the effort
required to manually search and transcribe transactions). It would be a good
tool for Bkper.
Original issue reported on code.google.com by [email protected]
on 8 Oct 2014 at 2:39
Provide all interfaces also em Spanish language
Original issue reported on code.google.com by [email protected]
on 4 Sep 2014 at 5:52
If you live on the border of two countries, or regularly travel, it's normal to
conduct transactions in different currencies.
Please enable recording of the transaction currency, and then move on to
transactions with multiple currencies, per:
http://www.mscs.dal.ca/~selinger/accounting/tutorial.html#Table-4.4
Original issue reported on code.google.com by [email protected]
on 15 Mar 2015 at 7:22
I cannot seem to open the Bkper side panel from Google Sheets anymore. Each
time I open from Google Sheets Add-on for Bkper under "open", the Bkper side
panel fires up but it is blank after that and not showing anything any more.
Before I could export transactions. Now, I cannot see anything at all.
Please see enclosed file.
Thanks.
Original issue reported on code.google.com by [email protected]
on 11 Jul 2015 at 1:02
Does not specify what browser must be used.
It is Chrome, of course... but a more explicit message would be interesting.
I'm not sure if Bkper can change this, but here it is.
https://www.dropbox.com/s/g38d1e4tryi2u5p/Captura%20de%20tela%202015-11-29%2010.44.05.png?dl=0
Currently a user is only able to view data of a group of accounts in graphical
format. In other words, all information regarding a group query (I.E
=group:'Assets') is only show in the form of various charts and graphs.
A useful feature for users would also be the ability to view a list of all
transactions that have occurred within that group. This list would look just
like the default list view when doing account queries (I.E acc:'Rent').
A preferred way to implement this would be to allow queries like the following:
group:'Utilities'
Original issue reported on code.google.com by [email protected]
on 2 Sep 2014 at 12:52
What steps will reproduce the problem?
1. Attach an file on the main input text;
2. Click on the red arrow to edit the new draft;
3. type any keys on the description box;
What is the expected output? What do you see instead?
i expect to see mu hashtags on the autocomplete list
Original issue reported on code.google.com by [email protected]
on 18 Aug 2015 at 12:44
I'm not sure if this is the road Bkper is wanting to go down, but compared to
other tools of this nature this is the one feature I see missing (case in
point: Mint, GNUCash, etc.).
Ideally this would be implemented in the same manner tools like GNUCash do it:
Provide an option for putting a monthly and/or yearly budget on existing
permanent accounts. Provide an option to review current monthly transactions
and how they compare to your budgeted amount (along with an overall view of the
budget totals). Provide notifications on exceeding budgets.
These are just the basic starting steps on integrating budgeting into Bkper.
Thoughts are welcomed.
Original issue reported on code.google.com by [email protected]
on 2 Dec 2014 at 3:29
For example: a restaurant bill came to $50 including $5 in tax.
The $5 would be a debit into an ITC (input tax credit) account, $45 would be
debit to Meal expense account and the $50 total would credit a payable account
(or bank account)
Original issue reported on code.google.com by [email protected]
on 17 Oct 2014 at 5:05
For instance, I've saved transactions like: "#accounted 99.99 Amazon Prime Membership" and I have another hashtag called #Amazon that is used for Amazon purchases (not my prime membership). So what happens is that it automatically replaces the Amazon word with the hashtag and the transaction ends up going into the wrong account. This is just one example and this happens to me several times a day and is really ruining my productivity in Bkper since I have to manually edit each transaction.
Adds account autocomplete on main search. When the account search runs, the account should be highlighted on menu, and its Groups get opened
Before filing a feature request, please search through existing issues
first to ensure that the request has not already been made. Also verify
that the functionality you are requesting is not already present.
Request Summary:
French translation is now online,
let me know any translation problème by quoting the words and maybe with url
or screenshot
Suggestion would be appreciated
Notes:
Provide any additional information which might be useful here.
Original issue reported on code.google.com by [email protected]
on 8 Aug 2015 at 9:15
By now, the system only allows to confirm a draft one by one, or to autopost by
turning on the autopost mode on configuration.
Would be nice to select many transactions at a time and post with one click.
Another nice feature would be to turn the autopost only for certain record
actions, for example, by clicking on record with the "shift" of "alt" button
pressed.
Original issue reported on code.google.com by [email protected]
on 26 Dec 2014 at 7:29
Greetings,
The following query is failing to return any results on my end:
'=#gas acc:"Home Savings" #rent'
As well as:
'=#gas #rent'
But this works:
'=#gas'
Is this a bug or is in intended to not be able to search multiple hash tags and
accounts together?
Original issue reported on code.google.com by [email protected]
on 19 Mar 2015 at 6:37
As stated here https://code.google.com/p/bkper-issues/issues/detail?id=2, there
is a lack of documentation for recurring transactions.
Original issue reported on code.google.com by [email protected]
on 29 Mar 2015 at 6:18
I have some issues with bkper. I cannot load transactions older than one month from the current date, even if I try by pressing the "load more" button at the bottom of the page.
My transaction history dates back 1st January 2016. No filter or query is actually active. Any idea?
I'm a bkper gold user.
Please support more date formats, esp the ISO8601 standard YYYY/mm/dd format.
Original issue reported on code.google.com by [email protected]
on 15 Mar 2015 at 7:11
It will be useful because a transaction sometimes involve an invoice and a
payment proof/receipt.
Original issue reported on code.google.com by [email protected]
on 29 Jul 2015 at 1:59
Please search through existing issues first to ensure that the bug has
not already been reported.
What steps will reproduce the problem?
1.Entering an amount with 4 decimal places screws up input
2.Entering a huge number beyond 2,100,000,000 does not register
What is the expected output? What do you see instead?
7.5569 -> 75,569.0000
Entering more than 2,100,000,000 gives and Invalid Amount Message
What version of the product are you using? On what operating system?
Online version of Bkper and on Windows 8.1 using Chrome 64 bits
Please provide any additional information below.
The above problem is annoying. Also, it would be good to include up to 8
decimal places so that we can make accounting for bitcoin and other crypto
currencies.
Crypto currencies often go beyond to tens of billion of units because of their
small values.
Original issue reported on code.google.com by [email protected]
on 26 Apr 2015 at 6:33
Some accounts only allows me to download the account activities in a QFX
format, instead of the standard OFX format.
It would be nice to have an QFX processor.
Original issue reported on code.google.com by [email protected]
on 29 Jul 2015 at 2:14
My first transactions are in 11/2014, but the automatic report interface shows 10/2014 as the first month, but with 11/2014's values. This skew is consistent, all the report values are shifted one month into the past.
If I try to look at a group or an account for a given year, the report will be accurate as far as I can tell, but show it as belonging to the year prior and clicking on the bar or line graph will produce a search query for the year prior.
What steps will reproduce the problem?
1.Attach anyname.json file in a transaction
What is the expected output? What do you see instead?
I would expect one of two possible responses:
- Success: file accepted
- Fail: file not supported
I got a weird error: Only image files are supported,
Strangely a file name pointing to C:\fakepath\items.json seems to be attached,
but I have no idea what you mean by C:\fakepath
;-)
I´m using G Chrome 44
Original issue reported on code.google.com by [email protected]
on 23 Jul 2015 at 10:01
Attachments:
When I update my sheet by bkper add-on, the description of the columns change.
Original issue reported on code.google.com by [email protected]
on 9 Apr 2015 at 1:52
What steps will reproduce the problem?
1. Open the query wizard by clicking the query box dropdown
2. Pick an account or group and choose any dates criteria
3. Click the search button
What is the expected output? What do you see instead?
I'd expected to see the entries filtered by the account and date criteria
provided. Instead the account part gets dropped and just the dates are used to
filter. The account info gets removed even from the query field.
If I type in everything in the textbox the query works. It's just the wizard
that fails. Which also makes it not possible to save such queries.
What version of the product are you using? On what operating system?
I'm accessing on the Web, using Google Chrome Version 43.0.2357.132 (64-bit)
on ArchLinux 4.0.7-2-ARCH #1 SMP PREEMPT
Original issue reported on code.google.com by hgabreu
on 17 Jul 2015 at 2:00
The following query works inside of the Bkper application:
'after:$m before:$m+1'
However, when attempting to use the same query for making a balance report, an
error is thrown:
TypeError: Cannot read property "length" from null. (line 137, file "Report",
project "BkperApp")
The code that generated the above error:
q = "=after:$m before:$m+1"
r = ledger.getBalanceReport(q)
Original issue reported on code.google.com by [email protected]
on 17 Mar 2015 at 1:28
When I upload an invoice Bkper fills out all the fields of the booking with nonsence (only the date field may be accurate). This is annoying and increases very much the risk of making mistakes. I think these data are meant to be a kind of predictions of what Bkper thinks (!?) that I want to fill out. But how could Bkper ever know that, and obviously Bkper does not know, but just repeats the last booking or so. And why should I want Bkper to do that? What's wrong with filling out those fields by myself? I know what they should be and Bkper doesn't. So, my question is: is there a way to switch off these "predictions"?
What steps will reproduce the problem?
1.proceed the regular bkper app authentication on chrome
2.browse http://bkper.com
What is the expected output?
#be redirected to the product home page
What do you see instead?
#I´m redirected to the site home page.
#I would like to review the product license and product plans - but I can´t.
As workaround I go to incognito windows (ctrl-shift-n).
What version of the product are you using? On what operating system?
GChrome 44
Please provide any additional information below.
Original issue reported on code.google.com by [email protected]
on 24 Jul 2015 at 12:02
I've got a fairly advanced ledger with around 30 accounts in it and the left-hand menu is becoming increasingly cluttered. I've got all of my accounts broken into groups to help keep them organized and I would love to have the option to keep track of group balances in the left-hand menu rather than simply listing all of the accounts.
For instance, my cash group consists of 3 accounts. In order to see the status of that group I have to manually run a group query to get the totalized amount of all accounts in that group. Instead of having to manually run that query, it would be easier if I could just list all group total balances in the left-hand menu.
Personally, I think it would make sense to add a third dropdown:
As a Gold subscriber, I would be willing to pay for this feature as it will save me a lot of time.
The current methods of exporting data out of Bkper only include exporting as a
CSV document and exporting queries utilizing the Google Docs extension.
Some users may find it useful to have a third method of exporting monthly
financial reports. These reports would be all inclusive in detailing account
and transaction activity for the whole month. Each group should be broken down
into accounts with their respective starting and ending values and each account
should include all transactions for that month.
The purpose of this report is for a user to be able to have one document that
shows all data for a given month so that they may store it for historical
purposes.
Original issue reported on code.google.com by [email protected]
on 2 Sep 2014 at 12:59
At the current time a user is not able to append an attachment to a transaction
after it has been added to the system, even if it has not yet posted.
Requesting the ability to be able to upload and attach an attachment to a
transaction even after it already exists in the system.
Original issue reported on code.google.com by [email protected]
on 2 Sep 2014 at 12:32
If I provide a date in future, says 16/06, its considering last year, not the
current.
This is cumbersome. It would be far simpler if consider current year always.
Original issue reported on code.google.com by [email protected]
on 13 May 2015 at 4:46
The user should have a ability to share a Ledger with other people, but just
for recording purposes, not letting them to access any information of the
Ledger.
This is very useful when setting a Expense Reimbursement process, where you
have a lot of different users recording to the same Ledger on the go, to keep
track and calculate their expenses and the reimbursements, but not letting them
to see the expenses of each other.
Original issue reported on code.google.com by [email protected]
on 2 Sep 2014 at 7:24
When I open bkper.com on Chrome for Android the section on the left side of the webpage stretches too far on the right, occupying at least two-thirds of the screen and making almost impossible to read the content of the section on the right side without scrolling. That didn't occur before and happens even if I request the desktop site.
My device is a Nexus 6P running Android 6.0.1; my browser's version is 50.0.2661.89.
Sometimes we delete some drafts by mistake.
Would be good if drafts go to trash instead of deleted directly, so we can
recover it.
Original issue reported on code.google.com by [email protected]
on 3 Mar 2015 at 2:32
Google is closing Google Code per [1]; please migrate this bug tracker to
another service. I suggest GitHub for the moment.
In August, Google Code will become readonly.
http://google-opensource.blogspot.ca/2015/03/farewell-to-google-code.html
Original issue reported on code.google.com by [email protected]
on 15 Mar 2015 at 7:10
At the current time a user must manually add transactions (unless using a
third-party script) each month, even if a specific transaction occurs on a
monthly basis. This is problematic for businesses who have multiple reoccurring
transactions and do not wish to have to keep up with posting them every month.
A proposed solution is to implement a feature to allow a user to add
reoccurring transactions into the systems. These transactions would have a
clear path of cash flow (credit/debit), an amount, and a reoccurring date (I.E
every 15th of the month, or twice a week on Friday's).
An enhancement to the above suggestion would be for Bkper to automatically
suggest reoccurring transactions based on the user's recorded habits. However,
this SHOULD NOT be the only means to add a reoccurring transaction and the
system should only suggest the transaction and not force it.
An easy to user interface should be provided to manage these transactions so a
user can edit and/or remove them on the fly.
Original issue reported on code.google.com by [email protected]
on 2 Sep 2014 at 12:39
What steps will reproduce the problem?
0. [email protected] # my inbox address
1. EMAIL=... # my google address
2. In linux, email the OFX transactions on the command line: metasend -F $EMAIL
-b -t $D -s "OFX 2015/01" -m application/octet-stream -f 2015-01.ofx
3. Transactions do not appear :-(.
What is the expected output? What do you see instead?
OFX transactions should have been imported by email. They never appear.
Original issue reported on code.google.com by [email protected]
on 15 Mar 2015 at 7:13
Would be nice if the system avoid duplicates when recording transactions.
A good rule to find what is duplicate is a transactions with same date,
description and amount.
Original issue reported on code.google.com by [email protected]
on 26 Feb 2015 at 1:22
Before filing a feature request, please search through existing issues
first to ensure that the request has not already been made. Also verify
that the functionality you are requesting is not already present.
Request Summary:
I would love to not have to have a Google Plus account to use bkper… I
don’t feel it necessary.
Notes:
Provide any additional information which might be useful here.
Original issue reported on code.google.com by [email protected]
on 25 Mar 2015 at 9:05
What steps will reproduce the problem?
1.navigate to : http://help.bkper.com/article/9-transaction-status
2.scroll down the page
What is the expected output? What do you see instead?
google drawing referred by:
https://docs.google.com/a/nimbustecnologia.com.br/drawings/d/sjlryml_DqGzNl9IFSz
H1AA/image?w=373&h=352&rev=47&ac=1
requires permission to be displaed
Original issue reported on code.google.com by [email protected]
on 23 Jul 2015 at 12:51
Attachments:
Would be good if the user could fetch the latest transactions to mobile.
Specially when reinstalling the app, the user misses the local data, that is
very helpful for autocomplete.
Original issue reported on code.google.com by [email protected]
on 3 Oct 2014 at 3:08
By now the system only allows user to remove/revert one transaction at a time.
Would be good to have a way to select many drafts and remove all at once.
Original issue reported on code.google.com by [email protected]
on 4 Dec 2014 at 7:46
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