UC DavisEasySQL · PostgreSQL00:00Welcome to the SQL screen for the Financial Analyst role at UC Davis.
The question is on your right: Reconcile Monthly Activity by Account. Read through the requirements and the one table first.
Would you like to talk through your approach, or are you ready to start coding?
UC Davis Financial Services wants a simple reconciliation view from Aggie Enterprise export data. Write a SQL query to summarize posted financial activity by account for March 2024.
account_code.status = 'Posted' and transaction_date is in March 2024.SUM(debit_amount) - SUM(credit_amount)net_activity descending, then account_code ascending.| Column | Type | Description |
|---|---|---|
| transaction_idPK | INT | Unique transaction identifier |
| account_code | VARCHAR(20) | General ledger account code |
| account_name | VARCHAR(100) | General ledger account description |
| transaction_date | DATE | Date the transaction was posted or recorded |
| debit_amount | DECIMAL(12,2) | Debit amount on the transaction |
| credit_amount | DECIMAL(12,2) | Credit amount on the transaction |
| status | VARCHAR(20) | Transaction status such as Posted or Pending |
| source_system | VARCHAR(50) | System where the transaction originated |