State and lifecycle

Refunds, holds, segregation, reconciliation.

5 hands-on lessons in this topic. Read each one free, then practice it on a real double-entry ledger in the lab.

  1. Lesson 5

    The refund

    Why 'just delete the transaction' is the most expensive mistake.

  2. Lesson 6

    Authorization holds and the reservation pattern

    Why a 'wallet balance' is actually three different numbers.

  3. Lesson 7

    Merchant float (holding money you do not own)

    The pattern that separates licensed fintechs from illegal ones.

  4. Lesson 8

    End-of-day reconciliation

    Your books and the provider's books will drift. That is normal.

  5. Lesson 9

    A purchase is three ledger events

    Auth, capture, and settle each touch your books differently.

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