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Definition

Balance Sheet

A financial statement showing assets, liabilities, and net worth at a specific point in time.

Written by Jere Salmisto·Reviewed by CalcFi Editorial·Last verified: 2026-05-13
TL;DR

Balance Sheet is A financial statement showing assets, liabilities, and net worth at a specific point in time. Used in banking.

What Is Balance Sheet?

A balance sheet is a financial statement that provides a snapshot of a company's (or individual's) financial position at a specific date. It lists all assets (what is owned), liabilities (what is owed), and equity (net worth), with the fundamental equation: Assets = Liabilities + Equity. Balance sheets are prepared at the end of each accounting period and are one of the three core financial statements (along with income statement and cash flow statement). For individuals, a personal balance sheet tracks net worth by listing possessions and debts. Balance sheets are essential for evaluating financial health and are used by lenders, investors, and accountants.

Related Terms

Asset
Anything of economic value owned by an individual or organization.
Liability
A financial obligation or debt owed to another party.
Net Worth
Total assets minus total liabilities; the clearest snapshot of financial health.

Related Calculators

Net Worth Calculator→
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