Balance Sheet

What it does

The Balance Sheet shows your business's financial position at a specific date. It lists what you own (assets), what you owe (liabilities), and the difference (equity). Assets always equal liabilities plus equity.

Key actions

• View assets, liabilities, and equity balances
• Select any date to see the position at that point
• Export as PDF or Excel
• Drill into any account for transaction details

Getting started

Go to Reports > Balance Sheet. Select an "as at" date and the report generates instantly.