Distribution ledger

The distribution ledger of an RMD annual record lists entries built from the account's transactions of the year, each pending, accepted or rejected. The console shows it on the Distribution Ledger tab of an RMD account.

📄️Get the distribution ledger of an RMD annual record

Returns the distribution ledger of the RMD annual record with the given ID: the transactions of the account in that year that can count toward the required minimum distribution, by transaction date, and their totals. When the ledger has no entries, reading it adds them from the account's transactions, each `pending`, with a suggested classification. An RMD profile entered by hand has no transactions, so its ledger is empty. Send `status` to return only the entries with that status; `summary` still counts every entry. If your firm has no RMD annual record with that ID, the response is `404`.

📄️Refresh the distribution ledger

Adds to the distribution ledger of the RMD annual record with the given ID each transaction of the account in that year that can count toward the required minimum distribution and is not in the ledger yet, as a `pending` entry. Entries already in the ledger are not changed. Returns the whole ledger. If your firm has no RMD annual record with that ID, the response is `404`.

📄️Update a ledger entry

Updates the classification, the status or the notes of the ledger entry with the given ID, and returns the entry. Fields you leave out keep their current values. Set `status` to `accepted` or `rejected` to record that you reviewed the entry. The totals of the RMD annual record count the entries that are `accepted`. If your firm has no ledger entry with that ID, the response is `404`.

📄️Accept ledger entries

Accepts the ledger entries `entryIds` names in the distribution ledger of the RMD annual record with the given ID, with the classification each has, and returns the whole ledger. Only `pending` entries of that ledger change; an ID of another entry is skipped. If your firm has no RMD annual record with that ID, the response is `404`.