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Sayl

Finance, GST & Accounting · Reports

Trial Balance

See every account's total debits and credits as of a date in the Sayl Finance trial balance - proof that the books balance.

Try it in the live demoFinance → Accounting → Trial Balance

What it is for

The trial balance lists every account's total debits and credits as of a date. Its job is proof: if the books are sound, the two totals are identical.

How it works

  • It reads directly from the ledger, so it includes everything invoices, bills, payments, expenses and journal entries have posted.
  • The bottom row shows the totals with a Balanced badge. Leave the date empty for everything to date.

Step by step

Every screenshot is from the live demo. The highlighted button is the one to click - nothing here is saved in the demo, so you can follow along freely.

  1. 1

    Open Trial Balance

    Finance → Accounting → Trial Balance.

    Trial Balance - Open Trial Balance
  2. 2

    Choose the date

    Pick the As of date, or leave it empty to include everything.

  3. 3

    Read the table

    Each account shows its type, debit, credit and balance. The total row confirms the books balance.

    Trial Balance - Read the table
  4. 4

    Export

    Export CSV downloads it for your accountant.