Trial Balance
What it does
The Trial Balance shows every account and its current debit or credit balance. It verifies that total debits equal total credits across your entire ledger, which is fundamental to double-entry bookkeeping.
Key actions
- View all accounts with their debit and credit balances
- Filter by date range or period
- Drill into any account to see its transactions
- Export as PDF or Excel
Getting started
Go to Reports > Trial Balance. Select a date range and the report generates instantly. If debits and credits do not match, investigate the difference.
Agent-First CLI
Agents and developers can perform these actions via the numbors CLI or MCP tools — no UI needed.
> numbors do "Show trial balance"
Trial balance from chart of accounts
Install: npm install -g numbors · Full API reference
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