{"id":139719,"date":"2026-07-14T08:58:19","date_gmt":"2026-07-14T08:58:19","guid":{"rendered":"https:\/\/docs.daftra.com\/?post_type=faq&#038;p=139719"},"modified":"2026-07-14T08:58:24","modified_gmt":"2026-07-14T08:58:24","slug":"how-do-i-view-the-balance-sheet-for-a-specific-period","status":"publish","type":"faq","link":"https:\/\/docs.daftra.com\/en\/faq\/how-do-i-view-the-balance-sheet-for-a-specific-period\/","title":{"rendered":"How do I view the Balance Sheet for a specific period?"},"content":{"rendered":"<ol class=\"[li_&amp;]:mb-0 [li_&amp;]:mt-1 [li_&amp;]:gap-1 [&amp;:not(:last-child)_ul]:pb-1 [&amp;:not(:last-child)_ol]:pb-1 list-decimal flex flex-col gap-1 pl-8 mb-3\">\n<li class=\"font-claude-response-body whitespace-normal break-words pl-2\">From the main menu, click <strong>&#8220;Reports&#8221;<\/strong>, then <strong>&#8220;Accounting Reports&#8221;<\/strong>, then <strong>&#8220;Balance Sheet&#8221;<\/strong>.<\/li>\n<li class=\"font-claude-response-body whitespace-normal break-words pl-2\">In the filter bar, select a start date in the <strong>&#8220;From&#8221;<\/strong> field and an end date in the <strong>&#8220;To&#8221;<\/strong> field.<\/li>\n<li class=\"font-claude-response-body whitespace-normal break-words pl-2\">Click <strong>&#8220;Search&#8221;<\/strong> to apply the filter.<\/li>\n<\/ol>\n<p class=\"font-claude-response-body break-words whitespace-normal\">The system recalculates account balances to reflect only the selected period, and the chosen date range appears as a label on the report in the format &#8220;From [date] To [date]&#8221; so the period is clearly identified when printing or exporting.<\/p>\n<blockquote class=\"ml-2 border-l-4 border-[hsl(var(--border-300)\/0.1)] pl-4 text-text-300\">\n<p class=\"font-claude-response-body break-words whitespace-normal\">If you set only a start date with no end date, the report shows data from that date up to today. If you set only an end date with no start date, the report shows data from the beginning of records up to that date. If no date is selected, the report defaults to showing data up to today.<\/p>\n<\/blockquote>\n","protected":false},"author":23,"template":"","categories":[2095],"tags":[],"class_list":["post-139719","faq","type-faq","status-publish","hentry","category-accounting-reports-2"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v17.8 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>How do I view the Balance Sheet for a specific period? - Daftra Knowledge Base<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/docs.daftra.com\/en\/faq\/how-do-i-view-the-balance-sheet-for-a-specific-period\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How do I view the Balance Sheet for a specific period? - Daftra Knowledge Base\" \/>\n<meta property=\"og:description\" content=\"From the main menu, click &#8220;Reports&#8221;, then &#8220;Accounting Reports&#8221;, then &#8220;Balance Sheet&#8221;. In the filter bar, select a start date in the &#8220;From&#8221; field and an end date in the &#8220;To&#8221; field. Click &#8220;Search&#8221; to apply the filter. 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In the filter bar, select a start date in the &#8220;From&#8221; field and an end date in the &#8220;To&#8221; field. Click &#8220;Search&#8221; to apply the filter. The system recalculates account balances to reflect only the selected period, and the chosen date range appears [&hellip;]","og_url":"https:\/\/docs.daftra.com\/en\/faq\/how-do-i-view-the-balance-sheet-for-a-specific-period\/","og_site_name":"Daftra Knowledge Base","article_modified_time":"2026-07-14T08:58:24+00:00","twitter_card":"summary_large_image","twitter_misc":{"Est. reading time":"1 minute"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebSite","@id":"https:\/\/docs.daftra.com\/#website","url":"https:\/\/docs.daftra.com\/","name":"Daftra Knowledge Base","description":"Daftra","potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/docs.daftra.com\/?s={search_term_string}"},"query-input":"required name=search_term_string"}],"inLanguage":"en-US"},{"@type":"WebPage","@id":"https:\/\/docs.daftra.com\/en\/faq\/how-do-i-view-the-balance-sheet-for-a-specific-period\/#webpage","url":"https:\/\/docs.daftra.com\/en\/faq\/how-do-i-view-the-balance-sheet-for-a-specific-period\/","name":"How do I view the Balance Sheet for a specific period? - Daftra Knowledge Base","isPartOf":{"@id":"https:\/\/docs.daftra.com\/#website"},"datePublished":"2026-07-14T08:58:19+00:00","dateModified":"2026-07-14T08:58:24+00:00","breadcrumb":{"@id":"https:\/\/docs.daftra.com\/en\/faq\/how-do-i-view-the-balance-sheet-for-a-specific-period\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/docs.daftra.com\/en\/faq\/how-do-i-view-the-balance-sheet-for-a-specific-period\/"]}]},{"@type":"BreadcrumbList","@id":"https:\/\/docs.daftra.com\/en\/faq\/how-do-i-view-the-balance-sheet-for-a-specific-period\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/docs.daftra.com\/en\/"},{"@type":"ListItem","position":2,"name":"How do I view the Balance Sheet for a specific period?"}]}]}},"_links":{"self":[{"href":"https:\/\/docs.daftra.com\/en\/wp-json\/wp\/v2\/faq\/139719","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/docs.daftra.com\/en\/wp-json\/wp\/v2\/faq"}],"about":[{"href":"https:\/\/docs.daftra.com\/en\/wp-json\/wp\/v2\/types\/faq"}],"author":[{"embeddable":true,"href":"https:\/\/docs.daftra.com\/en\/wp-json\/wp\/v2\/users\/23"}],"version-history":[{"count":1,"href":"https:\/\/docs.daftra.com\/en\/wp-json\/wp\/v2\/faq\/139719\/revisions"}],"predecessor-version":[{"id":139720,"href":"https:\/\/docs.daftra.com\/en\/wp-json\/wp\/v2\/faq\/139719\/revisions\/139720"}],"wp:attachment":[{"href":"https:\/\/docs.daftra.com\/en\/wp-json\/wp\/v2\/media?parent=139719"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/docs.daftra.com\/en\/wp-json\/wp\/v2\/categories?post=139719"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/docs.daftra.com\/en\/wp-json\/wp\/v2\/tags?post=139719"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}