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Compare the amounts and counts of charges and payouts created over a period. The report includes every stored payment status, including failed and canceled payments, so it describes payment creation volume. For money transferred to or from your bank account, use reconciliation.

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Before you begin

  • Install the Straddle CLI and configure an API key for the environment you want to analyze.
  • Confirm your integration type and acting account.
  • Choose the number of days to include. The window ends today, using the local time zone of the computer running the CLI.
  • Keep the same context and database throughout. Add the same --db PATH to each sync and cashflow command if you use a custom database.

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Run the workflow

1

Confirm the account and environment

Check runtime_context.environment, runtime_context.integration_type, and runtime_context.acting_account. For SaaS or marketplace, select the account if needed and check again:
2

Refresh payment records

Confirm a sync_complete event and a final sync_summary with success: 1, warned: 0, and errored: 0. Review any sync_warning or sync_anomaly before drawing conclusions, including findings that accompany exit code zero.
3

Compare daily volume

This produces one entry for today and each of the preceding 29 days. Days with no matching activity have zero counts and amounts.
4

Compare longer periods

The weekly view combines consecutive seven-day periods starting on the first day of the requested window. The last period can contain fewer than seven days. Each entry’s date is its first day.

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Interpret the results

Payments are grouped by created_at. Full timestamps are converted to the computer’s local time zone; date-only values keep their recorded calendar day. Records with missing or unparseable creation dates are skipped. The calculation puts payment_type: payout in payout volume and treats other values, including unknown types, as charge volume. A value of 12500 represents $125.00. A negative net means payout creation volume exceeds charge creation volume for that period. Check payment statuses and funding evidence before using the amount to explain an actual bank transfer.

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Complete the investigation

Record the environment, acting account, refresh time, date window, time zone, and periods that need explanation. Use local data investigation to break the volume down by status, failure and return investigation to inspect unsuccessful payments, or reconciliation to connect payments to funding events.