Retrieve the balance sheets for a given range

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

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.

Example:

["Q1-2020", "Q2-2020"]

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.

Show child attributes

Example:

[
  {
    "amounts": [0, 0],
    "children": [
      {
        "amounts": [0, 0],
        "children": [
          {
            "amounts": [82636.12, 95582.71],
            "debit_credit": "debit",
            "ledger_id": "7JRNsKwy2Lw66caxVU7WGC",
            "name": "Pluto Checking 4242",
            "sort_code": "1011",
            "sub_type": "current_assets",
            "total_amounts": [82636.12, 95582.71],
            "type": "asset"
          }
        ],
        "debit_credit": "debit",
        "name": "Current Assets",
        "total_amounts": [82636.12, 95582.71],
        "type": "asset"
      }
    ],
    "debit_credit": "debit",
    "name": "Asset",
    "total_amounts": [82636.12, 95582.71],
    "type": "asset"
  },
  {
    "amounts": [0, 0],
    "children": [
      {
        "amounts": [0, 0],
        "children": [
          {
            "amounts": [2713.28, 8067],
            "debit_credit": "credit",
            "ledger_id": "HLn8oy2eqMUCwjp1Cwdgco",
            "name": "Pluto Credit Card 2424",
            "sort_code": "2010",
            "sub_type": "current_liabilities",
            "total_amounts": [2713.28, 8067],
            "type": "liability"
          }
        ],
        "debit_credit": "credit",
        "name": "Current Liabilities",
        "total_amounts": [2713.28, 8067],
        "type": "liability"
      }
    ],
    "debit_credit": "credit",
    "name": "Liability",
    "total_amounts": [2713.28, 8067],
    "type": "liability"
  },
  {
    "amounts": [0, 0],
    "children": [
      {
        "amounts": [0, 0],
        "children": [
          {
            "amounts": [47213.23, 87515.71],
            "debit_credit": "credit",
            "ledger_id": "WhvrC7XAES1fDrpWWgmPtg",
            "name": "Opening Balance Retained Earnings",
            "sort_code": "8010",
            "sub_type": "equity",
            "total_amounts": [47213.23, 87515.71],
            "type": "equity"
          }
        ],
        "debit_credit": "credit",
        "name": "Equity",
        "total_amounts": [47213.23, 87515.71],
        "type": "equity"
      }
    ],
    "debit_credit": "credit",
    "name": "Equity",
    "total_amounts": [47213.23, 87515.71],
    "type": "equity"
  }
]

API overview

Teal API Endpoints

API Migration

Retrieve the balance sheets for a given range

Authorizations

Headers

Query Parameters

Response