Summary Console Guide

 

This page provides a complete guide to using the Summary section of the Namirasoft Balance Console. It explains how to view and understand Monthly Summaries, which provide an overview of your account’s financial activity for each month. Summaries allow users to track previous balances, total credits, total debts, and the final balance.

 

What Is a Summary?

A Summary is a read-only record that consolidates all transactions for a given month into a clear overview. Each Summary includes details such as previous balance, total credits, total debts, and final balance. Monthly Summaries provide a snapshot of your account’s financial health over time.

 

Summaries help users quickly understand how transactions affect their balance and provide an easy way to review overall financial activity.

Why Summaries Matter

Monthly Summaries provide transparency and insight into your account’s financial performance. By reviewing Summaries, users can see the cumulative impact of all transactions, confirm accuracy, and maintain a reliable record of financial activity.

 

This overview reduces errors, improves accountability, and gives users confidence in understanding their financial standing.

How Namirasoft Balance Uses Summaries

Summaries are automatically generated for each month and sent via email to the user. They consolidate all recorded transactions from paid Namirasoft products, making it easy to track overall account balance.

 

This system ensures that financial activity is documented, traceable, and transparent, allowing users to review monthly balances and monitor trends over time.

Overview of Summary Details

The Summary section shows the following information for each monthly record:

 

  • ID (String): This is a unique identifier assigned to each monthly summary. It allows you to track and reference the summary across the system.

 

  • User ID (Namirasoft Account’s ID): This is the identifier of the user associated with the summary. It links the summary to the corresponding Namirasoft Account.

 

  • Asset ID (String): This indicates the currency or asset for the account balance, such as USD.

 

  • Year (Integer): This shows the year the summary corresponds to.

 

  • Month (Integer): This shows the month the summary corresponds to, using a numeric format (1–12).

 

  • Previous Balance (Integer): This is the account balance carried over from the previous month. It provides a starting point for the current month’s financial overview.

 

  • Total Debt (Integer): This is the total amount of charges, expenses, or money spent during the month.

 

  • Total Credit (String): This is the total amount of income, refunds, or credits received during the month.

 

  • Final Balance (Integer): This is the ending account balance for the month after accounting for all debts and credits.

 

  • Created At (DateTime): This is the date and time when the monthly summary was generated in Namirasoft Balance.

     

    • Updated At (DateTime): This is the timestamp of the most recent update to the summary record, if any changes occurred.


    Ready to See your Balance or Want to Explore the Console Guide?