Balance Sheet
Assets, Liabilities, and Equity at a point in time.
What is the Balance Sheet screen?
Balance Sheet is the classic Assets = Liabilities + Equity report, with Standard, Dashboard, and Comparative views, and PDF/Excel export.
Why does this matter?
It's one of the two core financial statements a business needs to understand its financial position, alongside Profit & Loss.
When would I use this?
- Reviewing your company's financial position as of a specific date
- Preparing figures for an investor, lender, or auditor
- Sanity-checking that assets, liabilities, and equity are being recorded correctly
Before you start
You need access to the Balance Sheet screen under Finance → Inex.
Reading the stats
| Item | Meaning |
|---|---|
| Total Assets | Everything the company owns. |
| Total Liabilities | Everything the company owes. |
| Total Equity | Capital plus retained earnings. |
| Net Worth | Total Assets minus Total Liabilities. |
How to use this screen
- Open Balance Sheet
Go to Finance → Inex → Balance Sheet.
- Choose a date range
Use Select date range to change the reporting period, or leave it on All time.
- Switch views if needed
Use Standard, Dashboard, or Comparative to change how the figures are presented, and Expand All to see every line item.
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Video tutorial coming soon
Show transcript
Transcript will be added when the video is published.
Common problems
Problem
Assets, Liabilities, and Equity all show ₹0 even though I have real transaction history.
How to fix it
This has been observed on at least one tenant and is being tracked as a known issue — the report appears to source only from the dedicated Assets register rather than from Category classification. Contact your account admin before relying on this report for real decisions until it's confirmed fixed.
FAQs
Does marking a Category as “Asset” make it show up here?
This is not confirmed — category classification and this report have been observed not to match on at least one tenant. Check with your account admin rather than assuming they're connected.
Related guides
Assets
The fixed-asset register this report is expected to draw from
Profit & Loss
The other core financial statement
Tax-Ledger
Next →
Profit & Loss