Trust account · Section 86 LPA

Trust

Trust balance · today
R 412,800
Across 9 matters · reconciled to bank statement at 06:00 today
Bank balance
R 412,800
Variance
R 0.00
Last sync
06:00
Active matters
9
Largest holding
R 250k
Oldest balance
21 days
Section 86(4) interest YTD
R 4,820

Trust by matter

Live · from ledger
MatterTypeHeldDays
Erf 1284 Mossel Bay
MTR-2026-004
ConveyancingR 250,0000
Erf 887 Hartenbos
MTR-2026-009
ConveyancingR 185,0002
Pretorius / Pretorius
MTR-2026-002
FamilyR 85,0001
Khumalo Estate
MTR-2025-098
EstatesR 70,3003
Visagie / municipality
MTR-2026-012
CommercialR 25,00014
Van der Merwe / Santam
MTR-2026-001
LitigationR 7,50011

Trust balance trend

6-month rolling

Ledger · recent movements

Reconciled to bank
DateMatterDescriptionDebitCreditBalance
Rule 54 · Legal Practice Act

Monthly reconciliations

Audit-ready · auto-prepared
MonthOpeningDepositsPaymentsClosingReconciliationStatus
Compliance pack · auto-bundle includes Rule 54 reconciliation, bank statement, ledger extracts, signed certificate · ready for the LPC auditor or your accountant in one click.