Finance & Reports

How to check your trial balance

Coming soon
0:549stepsEnglish voice, Arabic captions

Step by step

How to check your trial balance in Wink You, step by step.

  1. From your dashboard, open the menu on the left, and choose Wink Accounting.

  2. Under Reports, choose Trial Balance.

  3. It lists every account with its debit and credit totals, up to one date.

  4. Pick that date under As of.

  5. This green note means debits equal credits, so your books are in balance.

  6. The bars compare total debits with total credits.

  7. Below, each account shows its code, type, debit, credit, and balance.

  8. Turn on By branch to see each branch on its own.

  9. Click Download CSV to send it to your accountant.

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