How to Say “Balance Sheet” in Spanish

balance general
/balanθe xeneɾal/from spelling rules
The English phrase 'balance sheet' is translated into Spanish as balance general.
The term balance general is used to describe a summary of assets, liabilities and equity. It is important to distinguish this from a trial balance, which is called a balance de comprobación.
Meaning: summary of assets, liabilities and equity (noun)

Which one should you use?

While balance general is a common term, balance de situación is a more technical and formal synonym used specifically within accounting contexts. Additionally, Estado de Situación Financiera serves as a formal way to express 'balance sheet'.

How does it change in a sentence?

To form the plural for 'balance sheets', change both the noun and the adjective to their plural forms: balances generales.

How do you pronounce it?

/balanθe xeneɾal/

Did you know?

  • In common Spanish usage, saying hacer un balance can mean to reflect on one's life or a specific period of time to decide what went well and what did not.
  • The term balance is used in Spanish sports commentary to describe a team's overall record or performance review at the end of a season.
  • In some contexts, the word balance in Spanish can also refer to a physical weighing scale, which preserves the ancient connection between the concept of equilibrium and measurement.

Examples in context

  • Necesito revisar el estado de situación financiera de la empresa.
    I need to review the balance sheet of the company.
  • ¿Puedes enviarme la hoja de balance actualizada?
    Can you send me the updated balance sheet?
  • La presentación incluirá un resumen de finanzas que abarcará la hoja de balance.
    The presentation will include a financial summary that will cover the balance sheet.
  • Necesito revisar el balance general de la empresa.
    I need to review the company's balance sheet.
  • El balance general muestra una deuda alta.
    The balance sheet shows a high debt.
  • ¿Dónde está el balance general del año pasado?
    Where is last year's balance sheet?

Example conversation

Daniel and Lucía are discussing financial documents in an office.

  1. Daniel

    Lucía, ¿tienes el balance general a mano?
    Lucía, do you have the balance sheet at hand?
  2. Lucía

    Sí, lo tengo en mi ordenador.
    Yes, I have it on my computer.
  3. Daniel

    Perfecto, quiero analizar los activos hoy.
    Perfect, I want to analyze the assets today.
  4. Lucía

    Te lo envío por correo ahora mismo.
    I will send it to you by email right now.

Sources

  • IPA marked “from spelling rules” is derived from standard Spanish spelling, where Wiktionary gives none.
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Allan Gavin
Allan GavinHelp make this guide better. Spot a mistake, know another way to say it, or have an example from real life? Share it below.
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