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SEI

Danielle Garcia Nosek avatar
Written by Danielle Garcia Nosek
Updated over 2 weeks ago

Extractions:

  • Beginning Balance

  • TX: Deposits

  • TX: Other

  • TX: Transfers

  • Ending Balance

  • Change in Value

  • TX: Income

Equations:

Gain/Loss

={change in value} - {tx: income}

The normal Transaction Detail guidelines will be followed and used for these statements

Table Name: Transaction Detail

Column Names: Date, Description, & Amount

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