log_transaction

com.swiftprobate/probate · Verify this server

Record a financial transaction in the estate ledger when the user mentions money moving — an expense they paid, income the estate received, a debt payment, or a distribution to an heir. Examples: "I paid $4,200 for the funeral", "the estate got a $1,300 tax refund", "my brother covered the $800 headstone". ALWAYS confirm the amount, what it was for, and (for expenses) who paid before calling. Administration expenses are direction='disbursement'. If someone paid out of pocket, set paid_by='individual' so it's tracked as reimbursable: leave payer_name empty if the user themselves paid, or set payer_name to the person's name if someone else (e.g. a family member who isn't the estate) paid. Records a bookkeeping entry only; does not move money. Duplicate detection is time-limited, so repeating later may add another entry.