Retrieve the Balance Sheet

Authorizations

Authorization

string

header

required

The access token received from the authorization server in the OAuth 2.0 flow.

Headers

teal-instance-id

string

required

The Teal instance ID

Query Parameters

end_date

string<date>

required

The balance sheet as of the end date (inclusive). The start date for a balance sheet is always the entries_start date of the Instance.

time_zone

enum<string>

default:UTC

Time Zone Identifier

Available options:

Africa/Abidjan,

Africa/Accra,

Africa/Addis_Ababa,

Africa/Algiers,

Africa/Asmara,

Africa/Asmera,

Africa/Bamako,

Africa/Bangui,

Africa/Banjul,

Africa/Bissau,

Africa/Blantyre,

Africa/Brazzaville,

Africa/Bujumbura,

Africa/Cairo,

Africa/Casablanca,

Africa/Ceuta,

Africa/Conakry,

Africa/Dakar,

Africa/Dar_es_Salaam,

Africa/Djibouti,

Africa/Douala,

Africa/El_Aaiun,

Africa/Freetown,

Africa/Gaborone,

Africa/Harare,

Africa/Johannesburg,

Africa/Juba,

Africa/Kampala,

Africa/Khartoum,

Africa/Kigali,

Africa/Kinshasa,

Africa/Lagos,

Africa/Libreville,

Africa/Lome,

Africa/Luanda,

Africa/Lubumbashi,

Africa/Lusaka,

Africa/Malabo,

Africa/Maputo,

Africa/Maseru,

Africa/Mbabane,

Africa/Mogadishu,

Africa/Monrovia,

Africa/Nairobi,

Africa/Ndjamena,

Africa/Niamey,

Africa/Nouakchott,

Africa/Ouagadougou,

Africa/Porto-Novo,

Africa/Sao_Tome,

Africa/Timbuktu,

Africa/Tripoli,

Africa/Tunis,

Africa/Windhoek,

America/Adak,

America/Anchorage,

America/Anguilla,

America/Antigua,

America/Araguaina,

America/Argentina/Buenos_Aires,

America/Argentina/Catamarca,

America/Argentina/ComodRivadavia,

America/Argentina/Cordoba,

America/Argentina/Jujuy,

America/Argentina/La_Rioja,

America/Argentina/Mendoza,

America/Argentina/Rio_Gallegos,

America/Argentina/Salta,

America/Argentina/San_Juan,

America/Argentina/San_Luis,

America/Argentina/Tucuman,

America/Argentina/Ushuaia,

America/Aruba,

America/Asuncion,

America/Atikokan,

America/Atka,

America/Bahia,

America/Bahia_Banderas,

America/Barbados,

America/Belem,

America/Belize,

America/Blanc-Sablon,

America/Boa_Vista,

America/Bogota,

America/Boise,

America/Buenos_Aires,

America/Cambridge_Bay,

America/Campo_Grande,

America/Cancun,

America/Caracas,

America/Catamarca,

America/Cayenne,

America/Cayman,

America/Chicago,

America/Chihuahua,

America/Ciudad_Juarez,

America/Coral_Harbour,

America/Cordoba,

America/Costa_Rica,

America/Coyhaique,

America/Creston,

America/Cuiaba,

America/Curacao,

America/Danmarkshavn,

America/Dawson,

America/Dawson_Creek,

America/Denver,

America/Detroit,

America/Dominica,

America/Edmonton,

America/Eirunepe,

America/El_Salvador,

America/Ensenada,

America/Fort_Nelson,

America/Fort_Wayne,

America/Fortaleza,

America/Glace_Bay,

America/Godthab,

America/Goose_Bay,

America/Grand_Turk,

America/Grenada,

America/Guadeloupe,

America/Guatemala,

America/Guayaquil,

America/Guyana,

America/Halifax,

America/Havana,

America/Hermosillo,

America/Indiana/Indianapolis,

America/Indiana/Knox,

America/Indiana/Marengo,

America/Indiana/Petersburg,

America/Indiana/Tell_City,

America/Indiana/Vevay,

America/Indiana/Vincennes,

America/Indiana/Winamac,

America/Indianapolis,

America/Inuvik,

America/Iqaluit,

America/Jamaica,

America/Jujuy,

America/Juneau,

America/Kentucky/Louisville,

America/Kentucky/Monticello,

America/Knox_IN,

America/Kralendijk,

America/La_Paz,

America/Lima,

America/Los_Angeles,

America/Louisville,

America/Lower_Princes,

America/Maceio,

America/Managua,

America/Manaus,

America/Marigot,

America/Martinique,

America/Matamoros,

America/Mazatlan,

America/Mendoza,

America/Menominee,

America/Merida,

America/Metlakatla,

America/Mexico_City,

America/Miquelon,

America/Moncton,

America/Monterrey,

America/Montevideo,

America/Montreal,

America/Montserrat,

America/Nassau,

America/New_York,

America/Nipigon,

America/Nome,

America/Noronha,

America/North_Dakota/Beulah,

America/North_Dakota/Center,

America/North_Dakota/New_Salem,

America/Nuuk,

America/Ojinaga,

America/Panama,

America/Pangnirtung,

America/Paramaribo,

America/Phoenix,

America/Port-au-Prince,

America/Port_of_Spain,

America/Porto_Acre,

America/Porto_Velho,

America/Puerto_Rico,

America/Punta_Arenas,

America/Rainy_River,

America/Rankin_Inlet,

America/Recife,

America/Regina,

America/Resolute,

America/Rio_Branco,

America/Rosario,

America/Santa_Isabel,

America/Santarem,

America/Santiago,

America/Santo_Domingo,

America/Sao_Paulo,

America/Scoresbysund,

America/Shiprock,

America/Sitka,

America/St_Barthelemy,

America/St_Johns,

America/St_Kitts,

America/St_Lucia,

America/St_Thomas,

America/St_Vincent,

America/Swift_Current,

America/Tegucigalpa,

America/Thule,

America/Thunder_Bay,

America/Tijuana,

America/Toronto,

America/Tortola,

America/Vancouver,

America/Virgin,

America/Whitehorse,

America/Winnipeg,

America/Yakutat,

America/Yellowknife,

Antarctica/Casey,

Antarctica/Davis,

Antarctica/DumontDUrville,

Antarctica/Macquarie,

Antarctica/Mawson,

Antarctica/McMurdo,

Antarctica/Palmer,

Antarctica/Rothera,

Antarctica/South_Pole,

Antarctica/Syowa,

Antarctica/Troll,

Antarctica/Vostok,

Arctic/Longyearbyen,

Asia/Aden,

Asia/Almaty,

Asia/Amman,

Asia/Anadyr,

Asia/Aqtau,

Asia/Aqtobe,

Asia/Ashgabat,

Asia/Ashkhabad,

Asia/Atyrau,

Asia/Baghdad,

Asia/Bahrain,

Asia/Baku,

Asia/Bangkok,

Asia/Barnaul,

Asia/Beirut,

Asia/Bishkek,

Asia/Brunei,

Asia/Calcutta,

Asia/Chita,

Asia/Choibalsan,

Asia/Chongqing,

Asia/Chungking,

Asia/Colombo,

Asia/Dacca,

Asia/Damascus,

Asia/Dhaka,

Asia/Dili,

Asia/Dubai,

Asia/Dushanbe,

Asia/Famagusta,

Asia/Gaza,

Asia/Harbin,

Asia/Hebron,

Asia/Ho_Chi_Minh,

Asia/Hong_Kong,

Asia/Hovd,

Asia/Irkutsk,

Asia/Istanbul,

Asia/Jakarta,

Asia/Jayapura,

Asia/Jerusalem,

Asia/Kabul,

Asia/Kamchatka,

Asia/Karachi,

Asia/Kashgar,

Asia/Kathmandu,

Asia/Katmandu,

Asia/Khandyga,

Asia/Kolkata,

Asia/Krasnoyarsk,

Asia/Kuala_Lumpur,

Asia/Kuching,

Asia/Kuwait,

Asia/Macao,

Asia/Macau,

Asia/Magadan,

Asia/Makassar,

Asia/Manila,

Asia/Muscat,

Asia/Nicosia,

Asia/Novokuznetsk,

Asia/Novosibirsk,

Asia/Omsk,

Asia/Oral,

Asia/Phnom_Penh,

Asia/Pontianak,

Asia/Pyongyang,

Asia/Qatar,

Asia/Qostanay,

Asia/Qyzylorda,

Asia/Rangoon,

Asia/Riyadh,

Asia/Saigon,

Asia/Sakhalin,

Asia/Samarkand,

Asia/Seoul,

Asia/Shanghai,

Asia/Singapore,

Asia/Srednekolymsk,

Asia/Taipei,

Asia/Tashkent,

Asia/Tbilisi,

Asia/Tehran,

Asia/Tel_Aviv,

Asia/Thimbu,

Asia/Thimphu,

Asia/Tokyo,

Asia/Tomsk,

Asia/Ujung_Pandang,

Asia/Ulaanbaatar,

Asia/Ulan_Bator,

Asia/Urumqi,

Asia/Ust-Nera,

Asia/Vientiane,

Asia/Vladivostok,

Asia/Yakutsk,

Asia/Yangon,

Asia/Yekaterinburg,

Asia/Yerevan,

Atlantic/Azores,

Atlantic/Bermuda,

Atlantic/Canary,

Atlantic/Cape_Verde,

Atlantic/Faeroe,

Atlantic/Faroe,

Atlantic/Jan_Mayen,

Atlantic/Madeira,

Atlantic/Reykjavik,

Atlantic/South_Georgia,

Atlantic/St_Helena,

Atlantic/Stanley,

Australia/ACT,

Australia/Adelaide,

Australia/Brisbane,

Australia/Broken_Hill,

Australia/Canberra,

Australia/Currie,

Australia/Darwin,

Australia/Eucla,

Australia/Hobart,

Australia/LHI,

Australia/Lindeman,

Australia/Lord_Howe,

Australia/Melbourne,

Australia/NSW,

Australia/North,

Australia/Perth,

Australia/Queensland,

Australia/South,

Australia/Sydney,

Australia/Tasmania,

Australia/Victoria,

Australia/West,

Australia/Yancowinna,

Brazil/Acre,

Brazil/DeNoronha,

Brazil/East,

Brazil/West,

CET,

CST6CDT,

Canada/Atlantic,

Canada/Central,

Canada/Eastern,

Canada/Mountain,

Canada/Newfoundland,

Canada/Pacific,

Canada/Saskatchewan,

Canada/Yukon,

Chile/Continental,

Chile/EasterIsland,

Cuba,

EET,

EST,

EST5EDT,

Egypt,

Eire,

Etc/GMT,

Etc/GMT+0,

Etc/GMT+1,

Etc/GMT+10,

Etc/GMT+11,

Etc/GMT+12,

Etc/GMT+2,

Etc/GMT+3,

Etc/GMT+4,

Etc/GMT+5,

Etc/GMT+6,

Etc/GMT+7,

Etc/GMT+8,

Etc/GMT+9,

Etc/GMT-0,

Etc/GMT-1,

Etc/GMT-10,

Etc/GMT-11,

Etc/GMT-12,

Etc/GMT-13,

Etc/GMT-14,

Etc/GMT-2,

Etc/GMT-3,

Etc/GMT-4,

Etc/GMT-5,

Etc/GMT-6,

Etc/GMT-7,

Etc/GMT-8,

Etc/GMT-9,

Etc/GMT0,

Etc/Greenwich,

Etc/UCT,

Etc/UTC,

Etc/Universal,

Etc/Zulu,

Europe/Amsterdam,

Europe/Andorra,

Europe/Astrakhan,

Europe/Athens,

Europe/Belfast,

Europe/Belgrade,

Europe/Berlin,

Europe/Bratislava,

Europe/Brussels,

Europe/Bucharest,

Europe/Budapest,

Europe/Busingen,

Europe/Chisinau,

Europe/Copenhagen,

Europe/Dublin,

Europe/Gibraltar,

Europe/Guernsey,

Europe/Helsinki,

Europe/Isle_of_Man,

Europe/Istanbul,

Europe/Jersey,

Europe/Kaliningrad,

Europe/Kiev,

Europe/Kirov,

Europe/Kyiv,

Europe/Lisbon,

Europe/Ljubljana,

Europe/London,

Europe/Luxembourg,

Europe/Madrid,

Europe/Malta,

Europe/Mariehamn,

Europe/Minsk,

Europe/Monaco,

Europe/Moscow,

Europe/Nicosia,

Europe/Oslo,

Europe/Paris,

Europe/Podgorica,

Europe/Prague,

Europe/Riga,

Europe/Rome,

Europe/Samara,

Europe/San_Marino,

Europe/Sarajevo,

Europe/Saratov,

Europe/Simferopol,

Europe/Skopje,

Europe/Sofia,

Europe/Stockholm,

Europe/Tallinn,

Europe/Tirane,

Europe/Tiraspol,

Europe/Ulyanovsk,

Europe/Uzhgorod,

Europe/Vaduz,

Europe/Vatican,

Europe/Vienna,

Europe/Vilnius,

Europe/Volgograd,

Europe/Warsaw,

Europe/Zagreb,

Europe/Zaporozhye,

Europe/Zurich,

Factory,

GB,

GB-Eire,

GMT,

GMT+0,

GMT-0,

GMT0,

Greenwich,

HST,

Hongkong,

Iceland,

Indian/Antananarivo,

Indian/Chagos,

Indian/Christmas,

Indian/Cocos,

Indian/Comoro,

Indian/Kerguelen,

Indian/Mahe,

Indian/Maldives,

Indian/Mauritius,

Indian/Mayotte,

Indian/Reunion,

Iran,

Israel,

Jamaica,

Japan,

Kwajalein,

Libya,

MET,

MST,

MST7MDT,

Mexico/BajaNorte,

Mexico/BajaSur,

Mexico/General,

NZ,

NZ-CHAT,

Navajo,

PRC,

PST8PDT,

Pacific/Apia,

Pacific/Auckland,

Pacific/Bougainville,

Pacific/Chatham,

Pacific/Chuuk,

Pacific/Easter,

Pacific/Efate,

Pacific/Enderbury,

Pacific/Fakaofo,

Pacific/Fiji,

Pacific/Funafuti,

Pacific/Galapagos,

Pacific/Gambier,

Pacific/Guadalcanal,

Pacific/Guam,

Pacific/Honolulu,

Pacific/Johnston,

Pacific/Kanton,

Pacific/Kiritimati,

Pacific/Kosrae,

Pacific/Kwajalein,

Pacific/Majuro,

Pacific/Marquesas,

Pacific/Midway,

Pacific/Nauru,

Pacific/Niue,

Pacific/Norfolk,

Pacific/Noumea,

Pacific/Pago_Pago,

Pacific/Palau,

Pacific/Pitcairn,

Pacific/Pohnpei,

Pacific/Ponape,

Pacific/Port_Moresby,

Pacific/Rarotonga,

Pacific/Saipan,

Pacific/Samoa,

Pacific/Tahiti,

Pacific/Tarawa,

Pacific/Tongatapu,

Pacific/Truk,

Pacific/Wake,

Pacific/Wallis,

Pacific/Yap,

Poland,

Portugal,

ROC,

ROK,

Singapore,

Turkey,

UCT,

US/Alaska,

US/Aleutian,

US/Arizona,

US/Central,

US/East-Indiana,

US/Eastern,

US/Hawaii,

US/Indiana-Starke,

US/Michigan,

US/Mountain,

US/Pacific,

US/Samoa,

UTC,

Universal,

W-SU,

WET,

Zulu,

localtime

Minimum string length: 1

tag_ids

string[] | null

Comma-separated list of tag IDs for filtering. Requires a Tier 3 subscription

include_empty

boolean

default:true

Controls which ledgers appear in the report based on activity:

true: Includes all ledgers, whether they have line entries or not.
false: Only includes ledgers that have at least one line entry. This excludes completely unused ledgers but still includes ledgers with zero balances that aren't empty. Parent ledgers with no direct line entries but active children will be returned.

Response

Successful Response

records

ReportRecord · object[]

required

A list of Records that represents either a ledger or a groups of ledgers.

Records that are groups of ledgers are grouped by balance sheet type: asset, liability, and equity, in that order, and then by sub_type. Within each sub_type group, Ledger objects are ordered by sort_code.

Show child attributes

records.amount

number

required

The sum, in decimal dollar cents, of all line entries in the ledger.

records.debit_credit

enum<string>

required

Indicates if the ledger is a credit or debit ledger.

Available options:

debit,

credit

records.name

string

required

The name of the ledger.

records.total_amount

number

required

The sum, in decimal dollar cents, of the ledger amount and the amount of all child ledgers, if any.

records.ledger_id

string | null

The ID of the Ledger object.

Example:

"7JRNsKwy2Lw66caxVU7WGC"

records.parent_id

string | null

If the ledger is a child Ledger, the ID of the parent ledger object.

Example:

null

records.sort_code

string | null

Determines the display order in reports, ordered digit by digit, starting from the leftmost position. For example, 20010 will come before 3050.

Example:

"1400"

records.sub_type

string | null

Indicates similar characteristics and accounting treatment for a group of ledgers within a type.

Example:

"current_assets"

records.type

enum<string> | null

Indicates the purpose and location of the funds and value recorded in the ledger and which report it is included in: asset, liability and equity ledgers are displayed on the balance sheet; revenue and expenses are displayed on the income statement.

Available options:

asset,

liability,

equity,

revenue,

expense

Example:

"asset"

records.children

any[] | null

If the Ledger has any children, a list of the Ledger objects.

Example:

null

API overview

Teal API Endpoints

API Migration

Retrieve the Balance Sheet

Authorizations

Headers

Query Parameters

Response