How to create the Balance Sheet report

Generate, review, and export a Balance Sheet report in Sage Accounting to assess your business’s assets, liabilities, and equity.

The Balance Sheet report summarizes your business’s financial position from the start of trading through the selected end date. It shows these account categories:

• Fixed assets
• Current assets
• Liabilities
• Equity

 

Generate the report

1. Go to Reports.
2. Select Balance Sheet.
3. Enter the report end date. The report covers activity from the start of trading through this date.
4. Select a line to review how Sage Accounting calculates a ledger account value.
   
   NOTE:

   Sage Accounting opens the General Ledger Report or Profit and Loss Report, based on the selected calculation. Select transactions to review their details.

    
5. To return to the report, select Back in your browser.
6. To save or print the report, select Export, then choose CSV or PDF.