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Query Transactions Repeating Monthly
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Query Transactions Repeating Monthly

HardSQL · PostgreSQL

Problem

Given a CSV file of transactions, find the transaction that repeats monthly.

Treat a recurring series as transactions with the same account, merchant, amount, and day of month that occur in at least three distinct calendar months. Return every transaction occurrence belonging to a recurring series.

Output

  1. One row per recurring transaction occurrence
  2. Columns: transaction_id, account_id, merchant_name, amount, transaction_date, occurrence_months, and monthly_occurrence_count
  3. Include only occurrences from qualifying recurring series
  4. Order by account_id, merchant_name, transaction_date, and transaction_id

Schema

transactions
ColumnTypeDescription
transaction_idPKINTEGERUnique transaction identifier
account_idVARCHAR(20)Account associated with the transaction
merchant_nameVARCHAR(100)Merchant recorded for the transaction
amountNUMERIC(10,2)Transaction amount
transaction_dateDATEDate on which the transaction occurred
descriptionVARCHAR(255)Optional transaction description
Tablestransactions
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