Corporate Records, 1763-1838: partnership agreements and amalgamation records.
Accounting and Financial Records, 1778-1909: accounts and balances; papers concerning customer accounts; papers concerning account of J G & W Bertram; papers concerning advance to George Street Assembly Rooms, Edinburgh; papers concerning Stein, Smith & Co., distillers, Canonmills, Edinburgh; correspondence concerning interest rates on deposits in Scottish banks.
Banknote Records, 1814-1845: including banknotes, 1800-1826.
Bad and Doubtful Debt Records, 1786-1835: includes papers relating to debts of various companies and individuals, such as Kensington, Styan and Adams (bankers), Dr James Henderson of Clyth, Robert Graham Esq. of Fintry and Canonmills distillery.
Premises and Property Records, 1783-1819
Staff and Employment Records, 1812-1813
Personal Papers, 1806-1848: papers on the death of Sir William Forbes; other personal correspondence.
Legal Papers, 1809-1836: correspondence, counsel opinions and papers relating to legal proceedings.
Miscellaneous Records, 1790-1860: including printed copy of a report on a 'Mineral survey along proposed North line of canal between Falkirk and Edinburgh', by Robert Bald and William Wotherspoon and papers relating to the construction of the Sir Walter Scott memorial, and the national monument for Scotland to commemorate naval and military victories (subsequently built on Calton Hill, Edinburgh).