GET
/
api
/
reports
/
balance-sheet
{
  "query": {
    "display_columns_type": "total",
    "display_columns_by": "year",
    "from_date": "2025-01-01",
    "to_date": "2025-06-16",
    "number_format": {
      "precision": 2,
      "divide_on1000": false,
      "show_zero": false,
      "format_money": "total",
      "negative_format": "mines"
    },
    "none_zero": false,
    "none_transactions": false,
    "basis": "cash",
    "account_ids": [],
    "percentage_of_column": false,
    "percentage_of_row": false,
    "previous_period": false,
    "previous_period_amount_change": false,
    "previous_period_percentage_change": false,
    "previous_year": false,
    "previous_year_amount_change": false,
    "previous_year_percentage_change": false
  },
  "data": [
    {
      "name": "Assets",
      "id": "ASSETS",
      "node_type": "AGGREGATE",
      "type": "AGGREGATE",
      "total": {
        "amount": -122623,
        "formatted_amount": "-$122,623.00",
        "currency_code": "USD"
      },
      "children": [
        {
          "name": "Current Asset",
          "id": "CURRENT_ASSETS",
          "node_type": "AGGREGATE",
          "type": "AGGREGATE",
          "total": {
            "amount": -122623,
            "formatted_amount": "-$122,623.00",
            "currency_code": "USD"
          },
          "children": [
            {
              "name": "Cash and cash equivalents",
              "id": "CASH_EQUIVALENTS",
              "node_type": "AGGREGATE",
              "type": "AGGREGATE",
              "total": {
                "amount": -500,
                "formatted_amount": "-$500.00",
                "currency_code": "USD"
              },
              "children": [
                {
                  "id": 1002,
                  "index": 1,
                  "name": "Undeposited Funds",
                  "code": "10003",
                  "total": {
                    "amount": 0,
                    "formatted_amount": "",
                    "currency_code": "USD"
                  },
                  "node_type": "ACCOUNT",
                  "children": []
                },
                {
                  "id": 1003,
                  "index": 1,
                  "name": "Petty Cash",
                  "code": "10004",
                  "total": {
                    "amount": 0,
                    "formatted_amount": "",
                    "currency_code": "USD"
                  },
                  "node_type": "ACCOUNT",
                  "children": []
                },
                {
                  "id": 1000,
                  "index": 1,
                  "name": "Bank Account",
                  "code": "10001",
                  "total": {
                    "amount": -500,
                    "formatted_amount": "-500.00",
                    "currency_code": "USD"
                  },
                  "node_type": "ACCOUNT",
                  "children": []
                },
                {
                  "id": 1001,
                  "index": 1,
                  "name": "Saving Bank Account",
                  "code": "10002",
                  "total": {
                    "amount": 0,
                    "formatted_amount": "",
                    "currency_code": "USD"
                  },
                  "node_type": "ACCOUNT",
                  "children": []
                },
                {
                  "id": 1034,
                  "index": null,
                  "name": "Chase - Plaid Checking",
                  "code": "",
                  "total": {
                    "amount": 0,
                    "formatted_amount": "",
                    "currency_code": "USD"
                  },
                  "node_type": "ACCOUNT",
                  "children": []
                }
              ]
            },
            {
              "name": "Accounts Receivable",
              "id": "ACCOUNTS_RECEIVABLE",
              "node_type": "AGGREGATE",
              "type": "AGGREGATE",
              "total": {
                "amount": 0,
                "formatted_amount": "$0.00",
                "currency_code": "USD"
              },
              "children": [
                {
                  "id": 1006,
                  "index": 1,
                  "name": "Accounts Receivable (A/R)",
                  "code": "10007",
                  "total": {
                    "amount": 0,
                    "formatted_amount": "",
                    "currency_code": "USD"
                  },
                  "node_type": "ACCOUNT",
                  "children": []
                }
              ]
            },
            {
              "name": "Inventory",
              "id": "INVENTORY",
              "node_type": "AGGREGATE",
              "type": "AGGREGATE",
              "total": {
                "amount": 1000,
                "formatted_amount": "$1,000.00",
                "currency_code": "USD"
              },
              "children": [
                {
                  "id": 1007,
                  "index": 1,
                  "name": "Inventory Asset",
                  "code": "10008",
                  "total": {
                    "amount": 1000,
                    "formatted_amount": "1,000.00",
                    "currency_code": "USD"
                  },
                  "node_type": "ACCOUNT",
                  "children": []
                }
              ]
            },
            {
              "name": "Other current assets",
              "id": "OTHER_CURRENT_ASSET",
              "node_type": "AGGREGATE",
              "type": "AGGREGATE",
              "total": {
                "amount": -123123,
                "formatted_amount": "-$123,123.00",
                "currency_code": "USD"
              },
              "children": [
                {
                  "id": 1030,
                  "index": 1,
                  "name": "Prepaid Expenses",
                  "code": "100010",
                  "total": {
                    "amount": -123123,
                    "formatted_amount": "-123,123.00",
                    "currency_code": "USD"
                  },
                  "node_type": "ACCOUNT",
                  "children": []
                }
              ]
            }
          ]
        },
        {
          "name": "Fixed Asset",
          "id": "FIXED_ASSET",
          "node_type": "AGGREGATE",
          "type": "AGGREGATE",
          "total": {
            "amount": 0,
            "formatted_amount": "$0.00",
            "currency_code": "USD"
          },
          "children": [
            {
              "id": 1004,
              "index": 1,
              "name": "Computer Equipment",
              "code": "10005",
              "total": {
                "amount": 0,
                "formatted_amount": "",
                "currency_code": "USD"
              },
              "node_type": "ACCOUNT",
              "children": []
            },
            {
              "id": 1005,
              "index": 1,
              "name": "Office Equipment",
              "code": "10006",
              "total": {
                "amount": 0,
                "formatted_amount": "",
                "currency_code": "USD"
              },
              "node_type": "ACCOUNT",
              "children": []
            }
          ]
        },
        {
          "name": "Non-Current Assets",
          "id": "NON_CURRENT_ASSET",
          "node_type": "AGGREGATE",
          "type": "AGGREGATE",
          "total": {
            "amount": 0,
            "formatted_amount": "$0.00",
            "currency_code": "USD"
          },
          "children": []
        }
      ]
    },
    {
      "name": "Liabilities and Equity",
      "id": "LIABILITY_EQUITY",
      "node_type": "AGGREGATE",
      "type": "AGGREGATE",
      "total": {
        "amount": -122623,
        "formatted_amount": "-$122,623.00",
        "currency_code": "USD"
      },
      "children": [
        {
          "name": "Liabilities",
          "id": "LIABILITY",
          "node_type": "AGGREGATE",
          "type": "AGGREGATE",
          "total": {
            "amount": -8700,
            "formatted_amount": "-$8,700.00",
            "currency_code": "USD"
          },
          "children": [
            {
              "name": "Current Liabilties",
              "id": "CURRENT_LIABILITY",
              "node_type": "AGGREGATE",
              "type": "AGGREGATE",
              "total": {
                "amount": -8700,
                "formatted_amount": "-$8,700.00",
                "currency_code": "USD"
              },
              "children": [
                {
                  "id": 1008,
                  "index": 1,
                  "name": "Accounts Payable (A/P)",
                  "code": "20001",
                  "total": {
                    "amount": 1300,
                    "formatted_amount": "1,300.00",
                    "currency_code": "USD"
                  },
                  "node_type": "ACCOUNT",
                  "children": []
                },
                {
                  "id": 1013,
                  "index": 1,
                  "name": "Tax Payable",
                  "code": "20006",
                  "total": {
                    "amount": 0,
                    "formatted_amount": "",
                    "currency_code": "USD"
                  },
                  "node_type": "ACCOUNT",
                  "children": []
                },
                {
                  "id": 1009,
                  "index": 1,
                  "name": "Owner A Drawings",
                  "code": "20002",
                  "total": {
                    "amount": 0,
                    "formatted_amount": "",
                    "currency_code": "USD"
                  },
                  "node_type": "ACCOUNT",
                  "children": []
                },
                {
                  "id": 1010,
                  "index": 1,
                  "name": "Loan",
                  "code": "20003",
                  "total": {
                    "amount": -10000,
                    "formatted_amount": "-10,000.00",
                    "currency_code": "USD"
                  },
                  "node_type": "ACCOUNT",
                  "children": []
                },
                {
                  "id": 1011,
                  "index": 1,
                  "name": "Opening Balance Liabilities",
                  "code": "20004",
                  "total": {
                    "amount": 0,
                    "formatted_amount": "",
                    "currency_code": "USD"
                  },
                  "node_type": "ACCOUNT",
                  "children": []
                },
                {
                  "id": 1012,
                  "index": 1,
                  "name": "Revenue Received in Advance",
                  "code": "20005",
                  "total": {
                    "amount": 0,
                    "formatted_amount": "",
                    "currency_code": "USD"
                  },
                  "node_type": "ACCOUNT",
                  "children": []
                },
                {
                  "id": 1029,
                  "index": 1,
                  "name": "Unearned Revenue",
                  "code": "50005",
                  "total": {
                    "amount": 0,
                    "formatted_amount": "",
                    "currency_code": "USD"
                  },
                  "node_type": "ACCOUNT",
                  "children": []
                }
              ]
            },
            {
              "name": "Long-Term Liabilities",
              "id": "LOGN_TERM_LIABILITY",
              "node_type": "AGGREGATE",
              "type": "AGGREGATE",
              "total": {
                "amount": 0,
                "formatted_amount": "$0.00",
                "currency_code": "USD"
              },
              "children": []
            },
            {
              "name": "Non-Current Liabilities",
              "id": "NON_CURRENT_LIABILITY",
              "node_type": "AGGREGATE",
              "type": "AGGREGATE",
              "total": {
                "amount": 0,
                "formatted_amount": "$0.00",
                "currency_code": "USD"
              },
              "children": []
            }
          ]
        },
        {
          "name": "Equity",
          "id": "EQUITY",
          "node_type": "AGGREGATE",
          "type": "AGGREGATE",
          "total": {
            "amount": -113923,
            "formatted_amount": "-$113,923.00",
            "currency_code": "USD"
          },
          "children": [
            {
              "id": 1014,
              "index": 1,
              "name": "Retained Earnings",
              "code": "30001",
              "total": {
                "amount": 0,
                "formatted_amount": "",
                "currency_code": "USD"
              },
              "node_type": "ACCOUNT",
              "children": []
            },
            {
              "id": 1015,
              "index": 1,
              "name": "Opening Balance Equity",
              "code": "30002",
              "total": {
                "amount": 0,
                "formatted_amount": "",
                "currency_code": "USD"
              },
              "node_type": "ACCOUNT",
              "children": []
            },
            {
              "id": 1016,
              "index": 1,
              "name": "Owner's Equity",
              "code": "30003",
              "total": {
                "amount": 0,
                "formatted_amount": "",
                "currency_code": "USD"
              },
              "node_type": "ACCOUNT",
              "children": []
            },
            {
              "id": 1017,
              "index": 1,
              "name": "Drawings",
              "code": "30003",
              "total": {
                "amount": 0,
                "formatted_amount": "",
                "currency_code": "USD"
              },
              "node_type": "ACCOUNT",
              "children": []
            },
            {
              "id": "NET_INCOME",
              "name": "Net Income",
              "node_type": "NET_INCOME",
              "total": {
                "amount": -113923,
                "formatted_amount": "-$113,923.00",
                "currency_code": "USD"
              },
              "children": []
            }
          ]
        }
      ]
    }
  ],
  "meta": {
    "organization_name": "BIGCAPITAL, INC",
    "base_currency": "USD",
    "date_format": "DD MMM yyyy",
    "is_cost_compute_running": false,
    "sheet_name": "Balance Sheet Statement",
    "formatted_as_date": "2025/06/16",
    "formatted_date_range": "As 2025/06/16"
  }
}

Headers

​
Authorization
string
required

Value must be 'Bearer <token>' where <token> is an API key prefixed with 'bc_' or a JWT token.

Example:

"Bearer bc_1234567890abcdef"

​
organization-id
string
required

Required if Authorization is a JWT token. The organization ID to operate within.

​
accept
string
required

Query Parameters

​
displayColumnsType
enum<string>
default:total
required

Type of columns to display in the balance sheet

Available options:
total,
date_periods
​
displayColumnsBy
enum<string>
default:year
required

Time period for column display

Available options:
day,
month,
year
​
fromDate
string

Start date for the balance sheet period

​
toDate
string

End date for the balance sheet period

​
precision
number

Number of decimal places to display

Example:

2

​
divideOn1000
boolean

Whether to divide the number by 1000

Example:

false

​
showZero
boolean

Whether to show zero values

Example:

true

​
formatMoney
enum<string>

How to format money values

Available options:
total,
always,
none
Example:

"total"

​
negativeFormat
enum<string>

How to format negative numbers

Available options:
parentheses,
mines
Example:

"parentheses"

​
noneTransactions
boolean
default:false

Whether to include accounts with no transactions

​
noneZero
boolean
default:false

Whether to exclude zero balance accounts

​
basis
enum<string>

Accounting basis for the balance sheet

Available options:
cash,
accrual
​
accountIds
number[]
required

Array of account IDs to include in the balance sheet

​
percentageOfColumn
boolean
default:false

Whether to show percentage of column total

​
percentageOfRow
boolean
default:false

Whether to show percentage of row total

​
previousPeriod
boolean
default:false

Whether to include previous period data

​
previousPeriodAmountChange
boolean
default:false

Whether to show amount change from previous period

​
previousPeriodPercentageChange
boolean
default:false

Whether to show percentage change from previous period

​
previousYear
boolean
default:false

Whether to include previous year data

​
previousYearAmountChange
boolean
default:false

Whether to show amount change from previous year

​
previousYearPercentageChange
boolean
default:false

Whether to show percentage change from previous year

Response

200
application/json

Balance sheet statement

The response is of type any.