Logicim's ready-to-use Sage 50 CA Balance Sheet.

Balance Sheet

The Balance Sheet Report shows a company’s assets, liabilities, and equity at a specific date.

Prerequisites

  1. Microsoft Windows 10 Pro, Windows 11 Pro, or Windows terminal server (2012 and above)
  2. Microsoft Office 365
  3. Sage 50 Canadian edition (2014 and above)
  4. Internet connection

What the Report does

The Balance Sheet tab uses the date in D3 to produce the financial-position view. The workbook also includes a Parameters sheet and a Yearly sheet for its supported year adjustments.

How to use the Report

1) Enter the reporting date in Balance Sheet!D3.

2) Select Refresh on the XLGL ribbon.

3) Review the result on the Balance Sheet tab.

Customization options

Change the desired year on the Parameters sheet. To add a supported year on Yearly, copy column H and paste it into the required column.

Common use cases

  1. Review assets, liabilities, and equity at a selected date.
  2. Assess the company’s financial position.
  3. Support period-end financial reporting.

Troubleshooting

Issue: No data is populated.
Solution: Verify the date in D3, then select Refresh.

FAQs

Q: How can I see the account number?
A: Unhide column B.

Best practices

  1. Confirm the date in D3 before refreshing.
  2. Review the Balance Sheet result after each date change.
  3. Keep a backup before adding a supported year to Yearly.

References

Request a Custom Report: https://www.logicimtech.com/en/Services/CustomReport

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Edited: Monday, August 31, 2026

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