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GET
/
v0
/
reports
/
balance-sheet
Retrieve the Balance Sheet
curl --request GET \
  --url https://api.sandbox.teal.dev/v0/reports/balance-sheet \
  --header 'Authorization: Bearer <token>' \
  --header 'teal-instance-id: <teal-instance-id>'
{
  "records": [
    {
      "amount": 123,
      "debit_credit": "debit",
      "name": "<string>",
      "total_amount": 123,
      "ledger_id": "7JRNsKwy2Lw66caxVU7WGC",
      "parent_id": null,
      "sort_code": "1400",
      "sub_type": "current_assets",
      "type": "asset",
      "children": null
    }
  ]
}

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.