Pulled directly from the bank via Plaid on every rebuild. “Available” reflects holds/pending; “Current” is the posted balance.
| Account | Mask | Available | Current |
|---|---|---|---|
| Total |
From the SALES export sheet. A payment counts as paid when its Confirmation checkbox is checked; unchecked invoices are pending. Auto-updates on every rebuild.
| Invoice | Customer | Category | Date | Amount |
|---|---|---|---|---|
| Total Pending |
Value of mint-condition stock (quantity × unit price), auto-updating from the Inventory Cost sheet. Breakdown lists items with qty ≥ 5.
| Product | Qty | Unit Price | Value |
|---|