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Fiscal Year Balance (report)

The Fiscal Year Balance report displays the opening and closing balances for each general ledger (G/L) account within a selected fiscal year. The report helps ensure that balances are correctly carried forward and supports reconciliation and financial analysis across periods.

You can filter the report by fiscal year and account type to focus on specific segments of your financial data.

Use cases

Review opening and closing balances for each general ledger account within a selected fiscal year. The report supports reconciliation and trend analysis across fiscal periods. To verify that balances are correctly carried forward, use this report during fiscal year-end close.

Tip

Here are some tips on how to use the report:

  • Run this report during fiscal year-end close to confirm that balances are carried forward accurately.
  • Use filters to isolate specific account types or fiscal years for targeted analysis.

Finance teams can use this report to:

  • Verify that each G/L account has the correct opening and closing balances during fiscal year-end close.
  • Reconcile account movements across fiscal years.
  • Analyze trends in financial position over time for strategic planning.

Try the report

Try the report here: Fiscal Year Balance

Tip

If you hold down the CTRL key while you select the report link, the report opens on a new browser tab. In this way, you can stay on the current page while you explore the report on the other browser tab.

Built-in key finance reports
Ad hoc analysis on finance data
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