---
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`

## Request

- Base URL: `https://api.codat.io`
- URL: `https://api.codat.io/companies/{companyId}/reports/enhancedBalanceSheet/accounts`
- Auth: API key in header `Authorization`

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.

## Changes

- **2024-02-13** `2244d9343d0a`: 8 info
  - added the optional property `validation` to the response with the `400` status
  - added the optional property `validation` to the response with the `401` status
  - added the optional property `validation` to the response with the `402` status
  - added the optional property `validation` to the response with the `403` status
  - …4 more
- **2023-10-23** `799afe3f1a9f`: 6 info
  - added the non-success response with the status `400`
  - added the non-success response with the status `402`
  - added the non-success response with the status `403`
  - added the non-success response with the status `429`
  - …2 more
- **2023-09-05** `1908c57c5d33`: 1 info
  - api operation id `get-enhanced-balance-sheet-accounts` removed and replaced with `get-categorized-balance-sheet-statement`
- **2023-09-04** `d7acdd346347`: 2 info
  - api tag `Financial statements` added
  - api tag `Financials` removed

[Operation history](https://skmtc.dev/codatio/apis/lending/changes/companies/:companyId/reports/enhancedBalanceSheet/accounts/get.md)

---

[API](https://skmtc.dev/codatio/apis/lending.md) - [All operations](https://skmtc.dev/codatio/apis/lending/llms.txt) - [OpenAPI document](https://skmtc.dev/codatio/apis/lending/revisions/c81b2fd3063d?raw)