Prepare Monthly Financial Statements

HardSQL · PostgreSQL

Problem

Prepare a March 2024 branch-level financial statement from URA-style ledger data. Your query should join branch, account, and transaction tables, separate revenue from expenses, compute net result, and add an interpretation label such as Surplus or Deficit.

Schema

Tables

ura_branches
account_master
gl_transactions

What This Tests

Joining 2-3 related finance tables
Using a CTE for readable statement preparation
Conditional aggregation with CASE WHEN
Filtering by accounting month with PostgreSQL date functions
Interpreting statement output from net result

Tablesura_branchesaccount_mastergl_transactions

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