Interactive tutorial — sample data, no real transactions
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Transactions

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Date ↓ Client/Matter Amount Bank Account Method Status Paid by/Paid to
10/24/2025
Margaret Chen
Chen Living Trust
$3,500.00
My Trust Account
*8631
VISA CREDIT *4242
DEPOSITED
10/17/2025
David Okafor
Okafor v. Westfield Transit
$7,500.00
My Trust Account
*8631
MC CREDIT *5318
DEPOSITED
10/10/2025
Sarah Whitman
Whitman v. Whitman
$5,000.00
My Trust Account
*8631
VISA DEBIT *1881
DEPOSITED
10/3/2025
Rivera & Associates
Series A Financing
$12,000.00
My Operating Account
*3334
ACH *2432
DEPOSITED
9/26/2025
Thomas Bradley
1420 Oak St Purchase
$2,250.00
My Trust Account
*8631
AMEX CREDIT *0073
DEPOSITED
9/19/2025
Aisha Patel
I-485 Adjustment of Status
$1,800.00
My Trust Account
*8631
VISA CREDIT *6610
DEPOSITED
9/12/2025
Greenfield LLC
Vendor Agreement Review
$4,200.00
My Operating Account
*3334
ACH *7741
DEPOSITED
9/5/2025
Michael Torres
State v. Torres
$6,000.00
My Trust Account
*8631
MC DEBIT *2299
DEPOSITED
9/5/2025
Lisa Nakamura
Nakamura Custody
$2,500.00
My Operating Account
*3334
ACH *5120
DEPOSITED
7/20/2025
Robert Ellison
Ellison Family Trust
$3,000.00
My Trust Account
*8631
ACH *4354
DEPOSITED
Showing 41-50 of 51
Total payments: $327,940.00