Trial balance
A trial balance for any period, to check debits equal credits before you report.
The problem it solves
Errors are cheapest to fix before statements are produced.
How it works
- Choose the period.
- Review the trial balance.
- Investigate anything unexpected.
What your practice gets
- Quick integrity check.
- Straight from the ledger.
- Any period.
Watch it in the product
A short recording of trial balance in use.
Questions accountants ask
Can I choose the period?
Yes.
Does it include journals?
Yes, posted journals are included.
Can I drill down?
Use the general ledger for transaction detail.
Related features
Features that work alongside trial balance.
Transaction ledger
Every transaction for the client is kept in one ledger that all MYLEDGER screens read from and write to.
General ledger
Transaction-level detail for every account.
Cash at bank setting
Choose which account is cash at bank so statements classify cash correctly.
Rental property schedule
A schedule of rental property income and expenses drawn from the ledger, for the rental section of the return.
VideoOne reporting period for every report
Pick the financial year or period once and every report uses it.
VideoStatement sections per client
Choose which statement sections are shown for each client, to suit the entity.
See it working in your practice.
Start with one workflow and adopt more of the connected practice system over time. Your team reviews and approves the work.
14-day free trial. A payment method is required to start. Your paid subscription starts automatically when the 14 days end; cancel during the trial and you pay nothing. After the trial, a 6-month minimum term applies, then month-to-month. Commit to 12 months up front and the monthly price is 20% lower. See pricing.