You set up your model in Causal.app connected it to your Accounting System and now you want to create a Balance Sheet.
A few buttons later, you've got one! Unfortunately, it doesn't balance.
As of July 16, 2025, Causal has two "features" that you wouldn't expect
- Deleted accounts are not included in the data import
- Your accounting system, like Xero, automatically places BANK ACCOUNTS into ASSETS but understands that a Line of Credit with a negative balance is a LIABILITY
To handle #1, you need to have an alternative source like Google sheets with all the deleted GL Accounts. You could also probably connect it to BigQuery in which case you might as well set up all the calculations in your dataset and then import into Causal
To handle #2, you can create a formula like below that zeroes it out in the ASSETS section and then a similar formula in the LIABILITIES that places it back in.
