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Transactions

Per-sheet walkthrough — L1 Reconciliation Dashboard.

What the sheet shows

The raw posting ledger — one row per Money record (leg). Supersession-aware via the spec_example_current_transactions matview: the matview projects only the highest-entry version per logical key, so what the analyst sees IS the current truth (no superseded entries pollute the view).

Sorted by posting DESC so the most recent activity sits at the top. The sheet's value is "show me every leg + filter to the slice I care about" — no KPIs above the table, just dropdowns.

Screenshot

Transactions

When to use it

Drill-down endpoint. Either drilled to from Daily Statement (narrowed by transfer_id so the analyst sees every leg of one transfer) or browsed manually with the dropdown filters.

Visuals

  • Posting Ledger (Table) — every leg from the spec_example_current_transactions matview. Columns:
    • account_id, account_name, account_role — who got posted
    • transfer_id, transfer_type, rail_name — what kind of transfer
    • amount_money, amount_direction — the signed amount + Debit / Credit label
    • status — Pending / Posted / Failed
    • origin — InternalInitiated / ExternalForcePosted / ExternalAggregated
    • posting, transfer_completion — timestamps

Drops internal storage columns (entry, account_scope, account_parent_role, template_name, bundle_id, supersedes, metadata, transfer_parent_id) — those stay in the matview but aren't surfaced here.

Drills

None outbound. Transactions is the leaf — the raw event log, the deepest layer the dashboard exposes.

When drilled to from Daily Statement, the pL1TxTransfer parameter narrows the table to one transfer_id; clearing the parameter (re- opening the sheet from the tab bar) restores the full ledger.

Filters

  • Account — multi-select dropdown over account_id.
  • Transfer — multi-select dropdown over transfer_id. Useful when chasing a multi-leg transfer's full set.
  • Status — Pending / Posted / Failed.
  • Origin — InternalInitiated / ExternalForcePosted / ExternalAggregated.
  • Transfer Type — narrow by transfer_type (ach / wire / fee / internal / etc).

No date-range pickers — the supersession-aware ledger is small enough by L1 invariants that range filtering offers little. If you want to scope by date, use Daily Statement (single-day) or filter manually via the table sort + scroll.