This template returns itemized information for transfers/payouts linked to Where month < date_trunc('month', current_date) - exclude current, partial month Sum(monthly_net_activity + gross_payouts) over(partition by currency order by month)/100.0 as month_end_balance, - use SUM Window Function Monthly_net_activity/100.0 as monthly_net_activity, Net_transactions / 100.0 as net_transactions, Gross_transactions / 100.0 as gross_transactions, Note: if you have currencies that do not have cents (e.g. Compute the month_end_balance for each month and format output Sum(case when type = 'payout' or type like '%transfer%' then fee * -1.0 else net end) as monthly_net_activity,Ĭount_if(type in ('payment', 'charge')) as sales_count,Ĭount_if(type = 'payout') as payouts_count,Ĭount(distinct case when type = 'adjustment' then source_id end) as adjustments_count Sum(case when type = 'payout' or type like '%transfer%' then amount else 0 end) as gross_payouts, Sum(case when type = 'payout' or type like '%transfer%' then fee * -1.0 else 0 end) as payout_fees, Sum(case when type 'payout' and type not like '%transfer%' then net else 0 end) as net_transactions, Sum(case when type 'payout' and type not like '%transfer%' then amount else 0 end) as gross_transactions, Sum(case when type not in ('charge', 'payment', 'payment_refund', 'refund', 'adjustment', 'payout') and type not like '%transfer%' then amount else 0 end) as other, Sum(case when type = 'adjustment' then amount else 0 end) as adjustments, Sum(case when type in ('payment_refund', 'refund') then amount else 0 end) as refunds, Sum(case when type in ('charge', 'payment') then amount else 0 end) as sales, Note: only months with at least 1 balance transaction will be returnedĭate_trunc('month', case when type = 'payout' then available_on else created end) as month, - payouts are considered when they are posted (available_on)
balance_transaction types on a monthly basis for each currency monthly_balance_transactions is a temporary table that aggregates and pivots different Note: this query may need to be modified to handle additional payout/transfer types if you are using Connect Sigma currently has five CFP® professionals on staff.- This template returns a monthly summary of your activities, including all payments in the UTC time zone A CERTIFIED FINANCIAL PLANNER™ can be an essential resource in bringing all of the pieces of your financial life together. From budgeting, planning for retirement, saving for education, and managing your taxes and insurance coverage, financial planning is a multi-faceted undertaking beyond investments. The mission of the CFP® Board is to benefit the public by granting the CFP® certification and upholding it as the recognized standard of excellence for competent and ethical personal financial planning. The CFP®, CERTIFIED FINANCIAL PLANNER™, is often referred to as the standard of excellence in financial planning. Our investment committee currently has eight CFA® charter holders.
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