> ## Documentation Index > Fetch the complete documentation index at: https://docs.bigcapital.app/llms.txt > Use this file to discover all available pages before exploring further. # Get trial balance sheet ## OpenAPI ````yaml api-reference/openapi.json get /api/reports/trial-balance-sheet openapi: 3.0.0 info: title: Bigcapital description: Financial accounting software version: '1.0' contact: {} servers: [] security: [] tags: [] paths: /api/reports/trial-balance-sheet: get: tags: - Reports summary: Get trial balance sheet operationId: TrialBalanceSheetController_getTrialBalanceSheet parameters: - name: Authorization in: header description: >- Value must be 'Bearer ' where is an API key prefixed with 'bc_' or a JWT token. required: true schema: type: string example: Bearer bc_1234567890abcdef - name: organization-id in: header description: >- Required if Authorization is a JWT token. The organization ID to operate within. required: true schema: type: string - name: fromDate required: false in: query description: Start date for the trial balance sheet schema: format: date-time type: string - name: toDate required: false in: query description: End date for the trial balance sheet schema: format: date-time type: string - description: Number of decimal places to display required: false name: precision in: query schema: example: 2 type: number - description: Whether to divide the number by 1000 required: false name: divideOn1000 in: query schema: example: false type: boolean - description: Whether to show zero values required: false name: showZero in: query schema: type: boolean example: true - description: How to format money values required: false name: formatMoney in: query schema: example: total enum: - total - always - none type: string - description: How to format negative numbers required: false name: negativeFormat in: query schema: example: parentheses enum: - parentheses - mines type: string - name: basis required: false in: query description: Accounting basis for the report schema: enum: - cash - accrual type: string - name: noneZero required: false in: query description: Filter out zero balance accounts schema: default: false type: boolean - name: noneTransactions required: false in: query description: Filter out accounts with no transactions schema: default: false type: boolean - name: onlyActive required: false in: query description: Show only active accounts schema: default: false type: boolean - name: accountIds required: false in: query description: Filter by specific account IDs schema: type: array items: type: number - name: accept required: true in: header schema: type: string responses: '200': description: Trial balance sheet content: application/json: schema: $ref: '#/components/schemas/TrialBalanceSheetResponseDto' example: data: accounts: - id: 1000 parent_account_id: null name: Bank Account formatted_name: Bank Account - 10001 code: '10001' account_normal: debit credit: 500 debit: 0 balance: -500 currency_code: USD formatted_credit: '500.00' formatted_debit: '' formatted_balance: '-500.00' children: [] - id: 1001 parent_account_id: null name: Saving Bank Account formatted_name: Saving Bank Account - 10002 code: '10002' account_normal: debit credit: 0 debit: 0 balance: 0 currency_code: USD formatted_credit: '' formatted_debit: '' formatted_balance: '' children: [] - id: 1002 parent_account_id: null name: Undeposited Funds formatted_name: Undeposited Funds - 10003 code: '10003' account_normal: debit credit: 0 debit: 0 balance: 0 currency_code: USD formatted_credit: '' formatted_debit: '' formatted_balance: '' children: [] - id: 1003 parent_account_id: null name: Petty Cash formatted_name: Petty Cash - 10004 code: '10004' account_normal: debit credit: 0 debit: 0 balance: 0 currency_code: USD formatted_credit: '' formatted_debit: '' formatted_balance: '' children: [] - id: 1004 parent_account_id: null name: Computer Equipment formatted_name: Computer Equipment - 10005 code: '10005' account_normal: debit credit: 0 debit: 0 balance: 0 currency_code: USD formatted_credit: '' formatted_debit: '' formatted_balance: '' children: [] - id: 1005 parent_account_id: null name: Office Equipment formatted_name: Office Equipment - 10006 code: '10006' account_normal: debit credit: 0 debit: 0 balance: 0 currency_code: USD formatted_credit: '' formatted_debit: '' formatted_balance: '' children: [] - id: 1006 parent_account_id: null name: Accounts Receivable (A/R) formatted_name: Accounts Receivable (A/R) - 10007 code: '10007' account_normal: debit credit: 0 debit: 0 balance: 0 currency_code: USD formatted_credit: '' formatted_debit: '' formatted_balance: '' children: [] - id: 1007 parent_account_id: null name: Inventory Asset formatted_name: Inventory Asset - 10008 code: '10008' account_normal: debit credit: 0 debit: 1000 balance: 1000 currency_code: USD formatted_credit: '' formatted_debit: 1,000.00 formatted_balance: 1,000.00 children: [] - id: 1008 parent_account_id: null name: Accounts Payable (A/P) formatted_name: Accounts Payable (A/P) - 20001 code: '20001' account_normal: credit credit: 2000 debit: 700 balance: -1300 currency_code: USD formatted_credit: 2,000.00 formatted_debit: '700.00' formatted_balance: '-1,300.00' children: [] - id: 1009 parent_account_id: null name: Owner A Drawings formatted_name: Owner A Drawings - 20002 code: '20002' account_normal: credit credit: 0 debit: 0 balance: 0 currency_code: USD formatted_credit: '' formatted_debit: '' formatted_balance: '' children: [] - id: 1010 parent_account_id: null name: Loan formatted_name: Loan - 20003 code: '20003' account_normal: credit credit: 0 debit: 10000 balance: 10000 currency_code: USD formatted_credit: '' formatted_debit: 10,000.00 formatted_balance: 10,000.00 children: [] - id: 1011 parent_account_id: null name: Opening Balance Liabilities formatted_name: Opening Balance Liabilities - 20004 code: '20004' account_normal: credit credit: 0 debit: 0 balance: 0 currency_code: USD formatted_credit: '' formatted_debit: '' formatted_balance: '' children: [] - id: 1012 parent_account_id: null name: Revenue Received in Advance formatted_name: Revenue Received in Advance - 20005 code: '20005' account_normal: credit credit: 0 debit: 0 balance: 0 currency_code: USD formatted_credit: '' formatted_debit: '' formatted_balance: '' children: [] - id: 1013 parent_account_id: null name: Tax Payable formatted_name: Tax Payable - 20006 code: '20006' account_normal: credit credit: 0 debit: 0 balance: 0 currency_code: USD formatted_credit: '' formatted_debit: '' formatted_balance: '' children: [] - id: 1014 parent_account_id: null name: Retained Earnings formatted_name: Retained Earnings - 30001 code: '30001' account_normal: credit credit: 0 debit: 0 balance: 0 currency_code: USD formatted_credit: '' formatted_debit: '' formatted_balance: '' children: [] - id: 1015 parent_account_id: null name: Opening Balance Equity formatted_name: Opening Balance Equity - 30002 code: '30002' account_normal: credit credit: 0 debit: 0 balance: 0 currency_code: USD formatted_credit: '' formatted_debit: '' formatted_balance: '' children: [] - id: 1016 parent_account_id: null name: Owner's Equity formatted_name: Owner's Equity - 30003 code: '30003' account_normal: credit credit: 0 debit: 0 balance: 0 currency_code: USD formatted_credit: '' formatted_debit: '' formatted_balance: '' children: [] - id: 1017 parent_account_id: null name: Drawings formatted_name: Drawings - 30003 code: '30003' account_normal: credit credit: 0 debit: 0 balance: 0 currency_code: USD formatted_credit: '' formatted_debit: '' formatted_balance: '' children: [] - id: 1018 parent_account_id: null name: Other Expenses formatted_name: Other Expenses - 40011 code: '40011' account_normal: debit credit: 0 debit: 0 balance: 0 currency_code: USD formatted_credit: '' formatted_debit: '' formatted_balance: '' children: [] - id: 1019 parent_account_id: null name: Cost of Goods Sold formatted_name: Cost of Goods Sold - 40002 code: '40002' account_normal: debit credit: 200 debit: 1000 balance: 800 currency_code: USD formatted_credit: '200.00' formatted_debit: 1,000.00 formatted_balance: '800.00' children: [] - id: 1020 parent_account_id: null name: Office expenses formatted_name: Office expenses - 40003 code: '40003' account_normal: debit credit: 0 debit: 0 balance: 0 currency_code: USD formatted_credit: '' formatted_debit: '' formatted_balance: '' children: [] - id: 1021 parent_account_id: null name: Rent formatted_name: Rent - 40004 code: '40004' account_normal: debit credit: 0 debit: 0 balance: 0 currency_code: USD formatted_credit: '' formatted_debit: '' formatted_balance: '' children: [] - id: 1022 parent_account_id: null name: Exchange Gain or Loss formatted_name: Exchange Gain or Loss - 40005 code: '40005' account_normal: debit credit: 0 debit: 123123 balance: 123123 currency_code: USD formatted_credit: '' formatted_debit: 123,123.00 formatted_balance: 123,123.00 children: [] - id: 1023 parent_account_id: null name: Bank Fees and Charges formatted_name: Bank Fees and Charges - 40006 code: '40006' account_normal: debit credit: 0 debit: 0 balance: 0 currency_code: USD formatted_credit: '' formatted_debit: '' formatted_balance: '' children: [] - id: 1024 parent_account_id: null name: Depreciation Expense formatted_name: Depreciation Expense - 40007 code: '40007' account_normal: debit credit: 10000 debit: 0 balance: -10000 currency_code: USD formatted_credit: 10,000.00 formatted_debit: '' formatted_balance: '-10,000.00' children: [] - id: 1025 parent_account_id: null name: Sales of Product Income formatted_name: Sales of Product Income - 50001 code: '50001' account_normal: credit credit: 0 debit: 0 balance: 0 currency_code: USD formatted_credit: '' formatted_debit: '' formatted_balance: '' children: [] - id: 1026 parent_account_id: null name: Sales of Service Income formatted_name: Sales of Service Income - 50002 code: '50002' account_normal: credit credit: 0 debit: 0 balance: 0 currency_code: USD formatted_credit: '' formatted_debit: '' formatted_balance: '' children: [] - id: 1027 parent_account_id: null name: Uncategorized Income formatted_name: Uncategorized Income - 50003 code: '50003' account_normal: credit credit: 0 debit: 0 balance: 0 currency_code: USD formatted_credit: '' formatted_debit: '' formatted_balance: '' children: [] - id: 1029 parent_account_id: null name: Unearned Revenue formatted_name: Unearned Revenue - 50005 code: '50005' account_normal: credit credit: 0 debit: 0 balance: 0 currency_code: USD formatted_credit: '' formatted_debit: '' formatted_balance: '' children: [] - id: 1030 parent_account_id: null name: Prepaid Expenses formatted_name: Prepaid Expenses - 100010 code: '100010' account_normal: debit credit: 123123 debit: 0 balance: -123123 currency_code: USD formatted_credit: 123,123.00 formatted_debit: '' formatted_balance: '-123,123.00' children: [] - id: 1031 parent_account_id: null name: Discount formatted_name: Discount - 40008 code: '40008' account_normal: credit credit: 0 debit: 0 balance: 0 currency_code: USD formatted_credit: '' formatted_debit: '' formatted_balance: '' children: [] - id: 1032 parent_account_id: null name: Purchase Discount formatted_name: Purchase Discount - 40009 code: '40009' account_normal: debit credit: 0 debit: 0 balance: 0 currency_code: USD formatted_credit: '' formatted_debit: '' formatted_balance: '' children: [] - id: 1033 parent_account_id: null name: Other Charges formatted_name: Other Charges - 40010 code: '40010' account_normal: credit credit: 0 debit: 0 balance: 0 currency_code: USD formatted_credit: '' formatted_debit: '' formatted_balance: '' children: [] - id: 1034 parent_account_id: null name: Chase - Plaid Checking formatted_name: Chase - Plaid Checking code: '' account_normal: debit credit: 0 debit: 0 balance: 0 currency_code: USD formatted_credit: '' formatted_debit: '' formatted_balance: '' children: [] total: credit: 135823 debit: 135823 balance: 0 currency_code: USD formatted_credit: $135,823.00 formatted_debit: $135,823.00 formatted_balance: $0.00 query: from_date: '2025-01-01' to_date: '2025-06-16' number_format: divide_on1000: false negative_format: mines show_zero: false format_money: total precision: 2 basis: accrual none_zero: false none_transactions: true only_active: false account_ids: - null meta: organization_name: BIGCAPITAL, INC base_currency: USD date_format: DD MMM yyyy is_cost_compute_running: false sheet_name: Trial Balance Sheet formatted_from_date: 2025/01/01 formatted_to_date: 2025/06/16 formatted_date_range: From 2025/01/01 to 2025/06/16 application/json+table: schema: $ref: '#/components/schemas/TrialBalanceSheetTableResponseDto' components: schemas: TrialBalanceSheetResponseDto: type: object properties: query: description: Query parameters used to generate the report allOf: - $ref: '#/components/schemas/TrialBalanceSheetQueryResponseDto' data: description: Trial balance sheet data type: array items: $ref: '#/components/schemas/TrialBalanceSheetAccountDto' meta: description: Report metadata allOf: - $ref: '#/components/schemas/TrialBalanceSheetMetaDto' required: - query - data - meta TrialBalanceSheetTableResponseDto: type: object properties: table: description: Table data structure allOf: - $ref: '#/components/schemas/FinancialTableDataDto' query: description: Query parameters used to generate the report allOf: - $ref: '#/components/schemas/TrialBalanceSheetQueryResponseDto' meta: description: Report metadata allOf: - $ref: '#/components/schemas/TrialBalanceSheetMetaDto' required: - table - query - meta TrialBalanceSheetQueryResponseDto: type: object properties: fromDate: type: string description: Start date toDate: type: string description: End date accountIds: description: Account IDs to include type: array items: type: number noneZero: type: boolean description: Exclude zero balance accounts noneTransactions: type: boolean description: Exclude accounts with no transactions basis: type: string description: Accounting basis enum: - cash - accrual displayColumnsType: type: string description: Column display type enum: - total - date_periods displayColumnsBy: type: string description: Column grouping enum: - day - month - year - quarter required: - fromDate - toDate - accountIds - noneZero - noneTransactions - basis - displayColumnsType - displayColumnsBy TrialBalanceSheetAccountDto: type: object properties: id: type: number description: Account ID name: type: string description: Account name code: type: string description: Account code openingBalance: description: Opening balance allOf: - $ref: '#/components/schemas/FinancialReportTotalDto' closingBalance: description: Closing balance allOf: - $ref: '#/components/schemas/FinancialReportTotalDto' debitTotal: description: Debit total allOf: - $ref: '#/components/schemas/FinancialReportTotalDto' creditTotal: description: Credit total allOf: - $ref: '#/components/schemas/FinancialReportTotalDto' debit: description: Debit/change allOf: - $ref: '#/components/schemas/FinancialReportTotalDto' credit: description: Credit/change allOf: - $ref: '#/components/schemas/FinancialReportTotalDto' periodBalance: description: Period balance allOf: - $ref: '#/components/schemas/FinancialReportTotalDto' accountNormal: type: string description: Account normal enum: - debit - credit index: type: number description: Account index required: - id - name - code TrialBalanceSheetMetaDto: type: object properties: organizationName: type: string description: Organization name baseCurrency: type: string description: Base currency code dateFormat: type: string description: Date format string isCostComputeRunning: type: boolean description: Whether cost computation is running sheetName: type: string description: Sheet name formattedFromDate: type: string description: Formatted from date formattedToDate: type: string description: Formatted to date formattedDateRange: type: string description: Formatted date range openingBalanceAt: format: date-time type: string description: Opening balance at closingBalanceAt: format: date-time type: string description: Closing balance at formattedOpeningBalanceDate: type: string description: Formatted opening balance date formattedClosingBalanceDate: type: string description: Formatted closing balance date required: - organizationName - baseCurrency - dateFormat - isCostComputeRunning - sheetName - formattedFromDate - formattedToDate - formattedDateRange FinancialTableDataDto: type: object properties: columns: description: Table column definitions type: array items: $ref: '#/components/schemas/FinancialTableColumnDto' rows: description: Table row data type: array items: $ref: '#/components/schemas/FinancialTableRowDto' required: - columns - rows FinancialReportTotalDto: type: object properties: amount: type: number description: Numeric amount formattedAmount: type: string description: Formatted amount string currencyCode: type: string description: Currency code date: type: object description: Date associated with the total required: - amount - formattedAmount - currencyCode FinancialTableColumnDto: type: object properties: key: type: string description: Column key label: type: string description: Column header label cellIndex: type: number description: Cell position index children: description: Nested column definitions type: array items: $ref: '#/components/schemas/FinancialTableColumnDto' required: - key - label FinancialTableRowDto: type: object properties: cells: description: Cell data for this row type: array items: $ref: '#/components/schemas/FinancialTableCellDto' rowTypes: description: Row type classifications type: array items: type: string id: type: object description: Row identifier children: description: Child rows type: array items: $ref: '#/components/schemas/FinancialTableRowDto' required: - cells - rowTypes - id FinancialTableCellDto: type: object properties: key: type: string description: Cell key value: type: string description: Cell value required: - key - value ````