---
title: "Get Trial Balance"
method: GET
path: "/ca/api/get_trial_balance"
tags: ["Financial Statements"]
---

# Get Trial Balance

`GET /ca/api/get_trial_balance`

Returns debit and credit totals for each account over a date range.

**The summation window depends on the account type:**
- **Balance sheet accounts** (assets, liabilities, equity): totals are summed from the beginning of time through `end_date`.
- **Income statement accounts** (revenue, expenses): the window depends on `income_statement_basis`. With the default `period` basis, totals are summed from `start_date` through `end_date` and a synthetic Net Income (Prior Periods) row carries current-fiscal-year income earned before `start_date`. With `fiscal_ytd`, totals are summed from the fiscal-year start through `end_date` and no Net Income row is emitted.

The effective income-statement window start is returned as `income_statement_start`.

Retained earnings is included as its own row. For balance sheet ending balances specifically, prefer `GET /ca/api/get_balance_sheet`.

## Query parameters

- `department` integer
- `end_date` string, date
- `entity` integer
- `entity_rollup` boolean
- `group_by` string
- `income_statement_basis` 'fiscal_ytd' | 'period'
- `start_date` string, date

## Response `200`

- TrialBalanceResponse
  - `trial_balance` TrialBalanceData, required
    - `accounts` TrialBalanceAccount[], required
      - `id` string, required
      - `name` string, required
      - `number` string, required
      - `account_type` string
      - `balances` TrialBalanceAccountBalance
        - `debits` number, double, required
        - `credits` number, double, required
      - `departments` object
      - `department` string
      - `entities` object
      - `parent` string
  - `start_date` string, date, required
  - `end_date` string, date, required
  - `income_statement_start` string, date, required
  - `breakdown` object

---

[API](https://skmtc.net/campfire/apis/campfire-developer-apis.md) · [All operations](https://skmtc.net/campfire/apis/campfire-developer-apis/llms.txt) · [OpenAPI document](https://skmtc-service-staging.skmtc.workers.dev/v1/apis/campfire/campfire-developer-apis/versions/6945ebc3180e/schema)