Deline

See your balance sheet

The balance sheet shows what the business owns (assets), what it owes (liabilities) and what belongs to its owners (equity) on one day. Assets always equal liabilities plus equity.

  • L1 · Everyday
  • WhereSpain, Cyprus
  • WhoOwner, Accountant
  • PlanBasic and up
  • Timeabout 2 min

Before you start

  • Your books are set up.

Steps

  1. Open Reports from Books.

    Step 1: Open Reports from Books.
    Step 1 in Deline (Spain business, fictional data) · See the whole screen

  2. Choose Balance sheet and the date.

    The balance sheet is for one day: today, or the last day of a month or year.

    Step 2: Choose Balance sheet and the date.
    Step 2 in Deline (Spain business, fictional data) · See the whole screen

  3. Check that assets equal liabilities plus equity.

    Open a group to see each account. This year's profit, not yet closed, shows in equity.

    Step 3: Check that assets equal liabilities plus equity.
    Step 3 in Deline (Spain business, fictional data) · See the whole screen

  4. Press Export and choose Download Excel.

    Step 4: Press Export and choose Download Excel.
    Step 4 in Deline (Spain business, fictional data) · See the whole screen

If something goes wrong

  • A bank balance looks wrong: reconcile the bank account first (see Reconcile a bank line with an invoice payment).
  • Last year's profit is still shown as this year's: close the year (see Close the year in your books).

Last checked 2026-11-07 by the guide runner on build c5fbd2fa6 (Deline 12a482996) (local Deline stack).