Accounts

Accounts are owned by entities and are used to exchange value. Each Account has an Account Type. Each Account has a currency type. It's worth noting "currency" does not have to mean government (or crypto) money. For example, Giving Credit recognizes a "social capital" account which can be used to barter.

Account

webapp.finances_account

Each Account has exactly one AccountType. Account types can be third party accounts (like Paypal and CashApp) or account types that are native to the Giving Credit platform.

Field	Description	Type
`id`	Account ID	Number
`uuid`	Account UUID	UUID
`entity_id`	Entity that owns the account	Numeric
`show_on_profile`	Whether to show this account on an entity's profile.	Boolean
`currency`	Currency type, such as "USD"	Text
`sum_to_amount`	Total amount that has been transfered into this account	Numeric
`sum_from_amount`	Total amount that has been transfered out of this account	Numeric
`balance`	Account balance	Numeric
`account_type_id`	ID of the account type	Numeric
`handle_username`	Entity's user handle for this account, if one exists. For example, if this account is of type “Cash App”, the handle would be a user’s “cashtag”.	Text
`handle_email`	Entity's email for this account. For example, if the type is “Paypal”, the user might provide the email address associated with their Paypal account.	Text
`handle_phone`	Entity's phone number for this account. For example, if the type is "Zelle", the user might provide the phone number associated with their Zelle account.	Text

AccountType

webapp.finances_accounttype

There are multiple types of accounts recognized on Giving Credit, each with its own unique features. The Account Type object defines what feature each account has available.

Field	Description	Type
`id`	Account Type ID	Number
`name`	Internal system name, like 'paypal' or 'cashapp'	Text
`display_name`	Display name, like 'Paypal Inc.' or 'Cash App'	Text
`website`	Website for the Account Type of applicable	Text
`connected_account`	Whether this Account Type can be connected to a third party payment API	Boolean
`handle_username_enabled`	Whether this account type can have an associated username	Boolean
`handle_email_enabled`	Whether this account type can have an associated email address	Boolean
`handle_phone_enabled`	Whether this account type can have an associated phone number	Boolean
`payment_option`	Whether this account type can be used to make (record) payments on Giving Credit	Boolean
`fund_note_enabled`	Whether this account type can be used to fund a note (loan)	Boolean
`money`	Whether this account type represents money or not	Boolean

AccountLedger

webapp.finances_accountledger

The Account Ledger keeps a record of all changes to an account per transaction.

Field	Description	Type
`id`	Account Ledger ID	Numeric
`UUID`	Account Ledger UUID	UUID
`to_amount`	Amount that came into the account in this transaction	Numeric
`from_amount`	Amount that left this account in this transaciton	Numeric
`sum_to_amount`	Sum of all transactions into this account	Numeric
`sum_from_amount`	Sum of all transactions from this account	Numeric
`balance`	Account balance	Numeric
`created_at`	Date the ledger entry was created	Date
`account_id`	Account ID	Numeric
`transaction_id`	Transaction for this ledger update	Numeric