---
title: "Get categorized balance sheet statement"
method: GET
path: "/companies/{companyId}/reports/enhancedBalanceSheet/accounts"
tags: ["Financial statements"]
---

# Get categorized balance sheet statement

`GET /companies/{companyId}/reports/enhancedBalanceSheet/accounts`

The *Get categorized balance sheet statement* endpoint returns a list of categorized accounts that appear on a company’s Balance Sheet along with a balance per financial statement date.

Codat suggests a category for each account automatically, but you can [change it](https://docs.codat.io/lending/features/financial-statements-overview#recategorizing-accounts) to a more suitable one.

## Query parameters

- `reportDate` string, required
- `numberOfPeriods` integer

## Response `200`

OK

- EnhancedFinancialReport
  - `reportInfo` EnhancedReportInfo — unresolved $ref
  - `reportItems` object[] — An array of report items.
    - `date` string — In Codat's data model, dates and times are represented using the <a class="external" href="https://en.wikipedia.org/wiki/ISO_8601" target="_blank">ISO 8601 standard</a>. Date and time fields are formatted as strings; for example: ``` 2020-10-08T22:40:50Z 2021-01-01T00:00:00 ``` When syncing data that contains `DateTime` fields from Codat, make sure you support the following cases when reading time information: - Coordinated Universal Time (UTC): `2021-11-15T06:00:00Z` - Unqualified local time: `2021-11-15T01:00:00` - UTC time offsets: `2021-11-15T01:00:00-05:00` > Time zones > > Not all dates from Codat will contain information about time zones. > Where it is not available from the underlying platform, Codat will return these as times local to the business whose data has been synced.
    - `balance` number — Balance of the account as reported on the profit and loss or Balance sheet.
    - `accountName` string — Name of the account.
    - `accountId` string — The unique account ID.
    - `accountCategory` EnhancedReportAccountCategory — unresolved $ref

## Other responses

- `400` — The request made is not valid.
- `401` — Your API request was not properly authorized.
- `402` — An account limit has been exceeded. The type of limit is described in the error property: - You have exceeded the 50-company limit that applies to a Free plan. Delete any companies you no longer need and retry the request. - The requested sync schedule is not allowed. You requested an hourly sync schedule but this functionality is not included in the Free plan. - Your Free account is older than 365 days and has expired. Contact support@codat.io.
- `403` — You are using an outdated API key or a key not associated with that resource.
- `404` — One or more of the resources you referenced could not be found. This might be because your company or data connection id is wrong, or was already deleted.
- `429` — Too many requests were made in a given amount of time. Wait a short period and then try again.
- `500` — There is a problem with our server. Please try again later.
- `503` — The Codat API is temporarily offline for maintenance. Please try again later.

---

[API](https://skmtc.net/codatio/apis/lending.md) · [All operations](https://skmtc.net/codatio/apis/lending/llms.txt) · [OpenAPI document](https://skmtc-service-staging.skmtc.workers.dev/v1/apis/codatio/lending/revisions/791e242d1faf/schema)
