Ledger & statements
Read an account's running balance, list its debit and credit activity, and generate periodic statements.
Every account carries a ledger — the authoritative record of each debit and credit that moves against it, with a running balance after each entry. Use it to reconcile activity, build transaction histories, and show customers what happened on their account.
This is the read side of Treasury. It doesn't move money — Move money does that. Here you read what has already posted.
What's here
Ledger vs. statement
| Ledger | Statement | |
|---|---|---|
| What it is | Every entry that posts to the account, live | A periodic summary for one billing period |
| Granularity | Per transaction, with running balance | Per period (e.g., a month) |
| Best for | Reconciliation, activity feeds, real-time balance | Customer-facing documents, record-keeping |
| How you read it | List with filters and pagination | Request by period |
See also
- Account lifecycle — the balances an account exposes (
availableBalance,currentBalance) - Transaction lifecycle — how a transaction reaches the ledger
- Exceptions & reconciliation — resolve items that couldn't post automatically
Updated about 15 hours ago
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