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

Authorizations

Authorization
string
header
required

Bearer authentication header of the form Bearer <token>, where <token> is your auth token.

Headers

teal-instance-id
string
required

The Teal instance ID

Query Parameters

range_start
string
required

The start of the time range. yyyy for yearly period, yyyy-MM for monthly period, yyyy-Q{1-4} for quarterly period, yyyy-MM-dd otherwise.

range_end
string
required

The end of the time range. yyyy for yearly period, yyyy-MM for monthly period, yyyy-Q{1-4} for quarterly period, yyyy-MM-dd otherwise.

period
enum<string>
required

The interval of the periods.

Available options:
daily,
monthly,
quarterly,
yearly
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.

include_only_closed
boolean
default:false

Include only the changes to the balance sheet for transactions that have been closed.

Response

Successful Response

periods
string[]
required

A list of periods in the range.

records
ReportPeriodsRecord · 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.