> ## Documentation Index > Fetch the complete documentation index at: https://docs.tight.com/llms.txt > Use this file to discover all available pages before exploring further. # Balance Sheet > Generate a Balance Sheet ## OpenAPI ````yaml https://dev.tight.com/v3/api-docs post /v6/reports/balanceSheet openapi: 3.0.1 info: title: Tight API contact: name: Hurdlr, Inc. (dba Tight) url: https://www.tight.com email: api@tight.com version: 6.0.0 servers: - url: https://sandbox.tight.com description: Staging Environment - url: https://prod.tight.com description: Production Environment security: - EmbedToken: [] paths: /v6/reports/balanceSheet: post: tags: - Reports summary: Balance Sheet description: Generate a Balance Sheet operationId: generateBalanceSheet requestBody: content: application/json: schema: $ref: '#/components/schemas/BalanceSheetRequestDto' responses: '200': description: Success content: application/json: schema: $ref: '#/components/schemas/SuccessResponseReportDtoBalanceSheetJson' example: result: SUCCESS data: json: - name: 2025-01-01 to 2025-12-31 period: beginDate: '2025-01-01' endDate: '2025-12-31' assets: name: Assets total: 566987 children: - name: Current Assets accountId: gla_167242942 accountNo: '11000' total: 543262 children: - name: TD Bank - Checking *0619 accountId: gla_167243195 accountNo: '11001' total: 453943 - name: Charles Schwab - Checking *4692 accountId: gla_167243196 accountNo: '11002' total: 2071390 - name: Stripe accountId: gla_167245693 accountNo: '11003' total: 2669 - name: fewfwe *1234 accountId: gla_170556888 accountNo: '11005' total: 350 - name: Accounts Receivable accountId: gla_167242948 accountNo: '11500' total: 9110 - name: Undeposited Funds accountId: gla_167242952 accountNo: '11700' total: 5800 - name: Fixed Assets accountId: gla_167242953 accountNo: '15000' total: 23725 children: - name: Automobile accountId: gla_167242955 accountNo: '15100' total: 16371 children: - name: Automobile Cost accountId: gla_167242955 accountNo: '15110' total: 16371 - name: Computers, Servers And Related Hardware accountId: gla_167242958 accountNo: '15200' total: 2804 children: - name: >- Computers, Servers And Related Hardware Cost accountId: gla_167242958 accountNo: '15210' total: 2804 - name: Furniture and Equipment accountId: gla_167242961 accountNo: '15300' total: 4550 children: - name: Furniture and Equipment Cost accountId: gla_167242961 accountNo: '15310' total: 4550 - name: Other Assets accountId: gla_167242966 accountNo: '18000' total: 0 children: [] liabilitiesAndEquity: name: Total Liabilities & Equity total: 566987 liabilities: name: Liabilities total: 544165 children: - name: Current Liabilities accountId: gla_167242969 accountNo: '21000' total: 544165 children: - name: American Express - Credit Card *3008 accountId: gla_167243197 accountNo: '21001' total: 122888 - name: Wells Fargo - Credit Card *1585 accountId: gla_167243198 accountNo: '21002' total: 911476 - name: American Express - Platinum Card® *2008 accountId: gla_174147300 accountNo: '21004' total: -490199 - name: Long-term Liabilities accountId: gla_167242977 accountNo: '25000' total: 0 children: [] equity: name: Equity total: 22822 children: - name: Current Income accountNo: '31001' total: 1641165 - name: Capital Stock accountId: gla_171128184 accountNo: '32000' total: -712872 - name: Shareholder Distributions accountId: gla_171128186 accountNo: '36000' total: 6000 - name: Personal Income & Expenses accountId: gla_171128187 accountNo: '36500' total: -11891 - name: Retained Earnings accountId: gla_171128188 accountNo: '37000' total: 1100420 meta: title: Balance Sheet generatedOn: '2025-12-03T10:30:00' generatedBy: Joe LaForgia footerLine: Generated on 12/03/2025 at 7:45:55 PM by Joseph LaForgia error: [] '400': description: Bad request content: application/json: schema: $ref: '#/components/schemas/ErrorResponse' example: result: FAILURE error: - type: REQUIRED message: Amount is required param: amount '401': description: Not authenticated content: application/json: schema: $ref: '#/components/schemas/ErrorResponse' example: result: FAILURE error: - type: INVALID_TOKEN message: Invalid access token '403': description: Not authorized content: application/json: schema: $ref: '#/components/schemas/ErrorResponse' example: result: FAILURE error: - type: FORBIDDEN message: Expired access token '404': description: Endpoint not found content: application/json: schema: $ref: '#/components/schemas/ErrorResponse' example: result: FAILURE error: - type: BAD_REQUEST message: Resource not found '500': description: Internal server error content: application/json: schema: $ref: '#/components/schemas/ErrorResponse' example: result: FAILURE error: - type: UNKNOWN_ERROR message: Something went wrong. Please try again later. security: - EmbedToken: [] components: schemas: BalanceSheetRequestDto: type: object properties: exportType: type: string description: Export format for the report enum: - JSON - CSV recipients: $ref: '#/components/schemas/Recipients' accountingMethod: type: string description: >- Accounting method to generate the report in. Defaults to the company's configured accounting method. enum: - ACCRUAL - CASH filter: $ref: '#/components/schemas/DateRangeFilters' grouping: $ref: '#/components/schemas/PeriodGrouping' dateGrouping: type: string enum: - DAILY - MONTHLY - QUARTERLY - YEARLY - NONE SuccessResponseReportDtoBalanceSheetJson: type: object properties: result: type: string description: The result of the action performed. enum: - SUCCESS - FAILURE data: $ref: '#/components/schemas/ReportDtoBalanceSheetJson' ErrorResponse: type: object properties: result: type: string description: The result of the action performed. enum: - SUCCESS - FAILURE data: type: object description: The data generated by the action performed. nullable: true error: type: array items: $ref: '#/components/schemas/ErrorItem' Recipients: type: object properties: emails: type: array description: Primary email recipients items: type: string description: Primary email recipients format: email description: Email recipients for the report DateRangeFilters: type: object properties: beginDate: type: string description: Beginning date for the report format: date example: '2025-01-01' endDate: type: string description: Ending date for the report format: date example: '2025-12-31' description: Filters to apply to the report PeriodGrouping: type: object properties: period: type: string description: Date period to group the report by example: MONTHLY enum: - DAILY - MONTHLY - QUARTERLY - YEARLY - NONE dateGrouping: type: string enum: - DAILY - MONTHLY - QUARTERLY - YEARLY - NONE description: Grouping options for the report ReportDtoBalanceSheetJson: type: object properties: json: type: array description: Report data in JSON format items: $ref: '#/components/schemas/BalanceSheetJson' url: type: string description: URL to download the csv report meta: $ref: '#/components/schemas/ReportMeta' description: The data generated by the action performed. ErrorItem: type: object properties: type: type: string description: The type of the error. Safe for programmatic use. enum: - UNKNOWN_ERROR - INVALID_TOKEN - EXPIRED_TOKEN - FORBIDDEN - BAD_REQUEST - JSON_ERROR - DUPLICATE - REQUIRED - INVALID_VALUE - NOT_MODIFIABLE - INVALID_FORMAT - NOT_FOUND message: type: string description: >- A human-readable message providing more details about the error. Safe for displaying to a user. param: type: string description: >- If the error is parameter-specific, the parameter related to the error. This can be used to display a message near the correct form field. description: Errors associated with the action performed, if applicable. BalanceSheetJson: type: object properties: name: type: string description: Section name example: Jan 2025 period: $ref: '#/components/schemas/Period' assets: $ref: '#/components/schemas/BalanceSheetSection' liabilitiesAndEquity: $ref: '#/components/schemas/LiabilitiesAndEquity' ReportMeta: type: object properties: title: type: string description: Report title generatedOn: type: string description: Date and time when the report was generated format: date-time generatedBy: type: string description: User who generated the report example: John Doe footerLine: type: string description: Footer line for the report example: Generated by Tight description: Metadata about the generated report Period: type: object properties: beginDate: type: string format: date endDate: type: string format: date description: Period applicable for this section BalanceSheetSection: type: object properties: name: type: string description: Section name example: Assets total: type: integer description: Total amount for this section children: type: array description: Child line items items: $ref: '#/components/schemas/BalanceSheetLineItem' description: Equity section LiabilitiesAndEquity: type: object properties: name: type: string description: Section name example: Liabilities and Equity total: type: integer description: Total amount for liabilities and equity liabilities: $ref: '#/components/schemas/BalanceSheetSection' equity: $ref: '#/components/schemas/BalanceSheetSection' description: Liabilities and equity section of the balance sheet BalanceSheetLineItem: type: object properties: name: type: string description: A user-friendly name of this node, useful for display purposes example: Shareholder Distributions accountId: type: string description: >- Id of the associated account, referencing an account in the Chart of Accounts nullable: true accountNo: type: string description: >- Number of the associated account, referencing an account in the Chart of Accounts example: '37000' total: type: integer description: Line item total amount children: type: array description: Child line items for this entry items: $ref: '#/components/schemas/BalanceSheetLineItem' description: Child line items securitySchemes: EmbedToken: type: http description: >- Bearer authentication header of the form `Bearer `, see [Authentication for more detail](/api-reference/authentication#partner-level-authentication). scheme: bearer ````