How to Say "taking stock" in Spanish
The Spanish word for “taking stock” is “balance” — B1 level. This is a very common word in everyday Spanish.
Examples
Al final del año, siempre hacemos un balance de lo bueno y lo malo.
At the end of the year, we always do a review of the good and the bad.
El balance de la reunión fue muy positivo para el equipo.
The overall assessment of the meeting was very positive for the team.
Es necesario hacer un balance antes de tomar una decisión importante.
It is necessary to take stock before making an important decision.
Using the verb 'hacer'
Unlike English where you 'take' stock, in Spanish you 'make' (hacer) a balance to review a situation.
Always Masculine
This word is always 'el balance,' even when talking about abstract ideas or feelings.
Physical Balance Confusion
Mistake: “Usar 'balance' para no caerse (e.g., *Perdí mi balance).”
Correction: Use 'equilibrio' for physical stability. Say 'Perdí mi equilibrio' instead.
Related Translations
Learn Spanish with Inklingo
Interactive stories, personalized learning, and more.