Hello!
I am in need of getting my account’s balance at a certain date for bookkeeping purposes. Is there an easy way to do this? Or do I have to get my current balance and then subtract/add all transactions back until that date?
Thanks!
Hi @tomers, Right now there isn’t an easy way to fetch a Dwolla account balance at a certain date. The approach you had mentioned is likely what you’d need to do until we provide an easier way to expose this through our API. This is something that is on our roadmap, so stay tuned on that front for Product updates on reconciliation and statements!
Well that is unfortunate. Do you have a publicly available roadmap so that users can view what is coming up and when?
I wanted to bring this topic back to the forefront. I understand the product is for developers, but as a Controller, if I would have been consulted about the selection of product, Dwolla would not have been the selection. It is critical to be able to easliy determine the balance in the account just as you would a bank account, because that is what this is – a bank account where funds are deposited and paid out. Second, the suggestion to take the prior months balance and subtract all the current transactions is difficult becuase you can’t download transaction to a .csv or .xls file. On that note, you should also be able to download any of the data, e.g. customers, to a correclty partitioned .csv or .xls file on demand. Thanks for listening.