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BalansixFinal Accounts

Why don’t the final accounts match the trial balance?

Troubleshoot differences between the Balansix trial balance and final accounts by checking period, mapping, year-end journals, presentation and finalisation state.

Final Accounts
Short answerWhat to checkWhy it happensStepsFAQs

Short answer

The final accounts should be traceable to the same accounting record, but presentation mappings, year-end adjustments, comparatives and entity-specific statutory treatment can make a line-by-line comparison look different. Reconcile by mapped totals, not by assuming every nominal appears as a separate statutory line.

What to check first

Work through these before changing the accounting recordConfirm the accounting period in the reports and Final Accounts module is the same.Check whether year-end journals have been posted and included in the TB.Review nominal-to-statutory mapping.Check whether balances are aggregated into one statutory heading.Review comparative and entity-specific presentation rules.

Why this happens

A trial balance is a nominal-ledger report; statutory accounts are a presentation of that accounting record under the selected framework. Mapping combines and presents nominal balances rather than reproducing the TB layout.

Steps to resolve it

  1. Run the final trial balance for the accounts period.
  2. Open the mapping/drill-down for the statutory line that appears different.
  3. Confirm every relevant nominal is mapped once to the intended destination.
  4. Review year-end journals and whether the final accounts are using the current finalised accounting position.
  5. Resolve mapping or source-ledger issues before regenerating or finalising the accounts.

What to avoid

Keep the audit trail intact. Do not alter a nominal balance merely to make a statutory line look like the TB. First establish whether the difference is presentation and mapping or a genuine accounting difference.

Frequently asked questions

Should total net assets agree between the TB and statutory accounts?

The underlying accounting position should reconcile, subject to correct mapping and statutory presentation. Individual lines can be grouped differently.

Can mapping cause a difference?

Yes. An unmapped, incorrectly mapped or duplicated presentation mapping can make the statutory output appear inconsistent with the ledger.

Can I finalise while the accounts do not reconcile?

The discrepancy should be resolved through the review and readiness checks before finalisation.

Still need help?

Contact Balansix Support with the client, module, period, what you expected and what happened. Avoid sending passwords or unrelated client secrets.