diff --git a/Dockerfile b/Dockerfile
index bb1d9fa8..5f3270d4 100644
--- a/Dockerfile
+++ b/Dockerfile
@@ -11,12 +11,8 @@ RUN pip3 install --upgrade pip
 
 RUN pip3 install -U pipenv
 
-COPY Pipfile Pipfile.lock /app/
-
 COPY . /app/
 
-COPY entrypoint.sh /app/
-
 RUN pipenv install
 
 EXPOSE 8000
diff --git a/Pipfile b/Pipfile
index f3fd0e29..752c3c3a 100644
--- a/Pipfile
+++ b/Pipfile
@@ -4,7 +4,7 @@ verify_ssl = true
 name = "pypi"
 
 [packages]
-django = ">=4.2"
+django = ">=2.2"
 django-treebeard = ">=4.5.1"
 ofxtools = ">=0.9.5"
 markdown = ">=3.4.1"
@@ -26,12 +26,6 @@ behave = "*"
 twine = "*"
 jupyterlab = "*"
 pandas = "*"
-#pipenv-setup = "*"
-#pylint = "*"
-#furo = "*"
-#python-dotenv = "*"
-#tabulate = "*"
-#myst_parser = "*"
 
 [requires]
 python_version = "3.12"
diff --git a/Pipfile.lock b/Pipfile.lock
index f7ac7f83..80723104 100644
--- a/Pipfile.lock
+++ b/Pipfile.lock
@@ -1,7 +1,7 @@
 {
     "_meta": {
         "hash": {
-            "sha256": "448a581717791a32df9cbc7a1ffcd57d48070cbe10b5cd7289bb78b9489d1f78"
+            "sha256": "144d422614b7c1e67533f6fa7a01767a4f90bab17ecde1600f255c901d34664e"
         },
         "pipfile-spec": 6,
         "requires": {
@@ -26,12 +26,12 @@
         },
         "django": {
             "hashes": [
-                "sha256:bd4505cae0b9bd642313e8fb71810893df5dc2ffcacaa67a33af2d5cd61888f2",
-                "sha256:f216510ace3de5de01329463a315a629f33480e893a9024fc93d8c32c22913da"
+                "sha256:021ffb7fdab3d2d388bc8c7c2434eb9c1f6f4d09e6119010bbb1694dda286bc2",
+                "sha256:71603f27dac22a6533fb38d83072eea9ddb4017fead6f67f2562a40402d61c3f"
             ],
             "index": "pypi",
             "markers": "python_version >= '3.10'",
-            "version": "==5.0.7"
+            "version": "==5.1.1"
         },
         "django-treebeard": {
             "hashes": [
@@ -44,21 +44,21 @@
         },
         "faker": {
             "hashes": [
-                "sha256:0f60978314973de02c00474c2ae899785a42b2cf4f41b7987e93c132a2b8a4a9",
-                "sha256:886ee28219be96949cd21ecc96c4c742ee1680e77f687b095202c8def1a08f06"
+                "sha256:4294d169255a045990720d6f3fa4134b764a4cdf46ef0d3c7553d2506f1adaa1",
+                "sha256:e59c01d1e8b8e20a83255ab8232c143cb2af3b4f5ab6a3f5ce495f385ad8ab4c"
             ],
             "index": "pypi",
             "markers": "python_version >= '3.8'",
-            "version": "==26.0.0"
+            "version": "==28.4.1"
         },
         "markdown": {
             "hashes": [
-                "sha256:48f276f4d8cfb8ce6527c8f79e2ee29708508bf4d40aa410fbc3b4ee832c850f",
-                "sha256:ed4f41f6daecbeeb96e576ce414c41d2d876daa9a16cb35fa8ed8c2ddfad0224"
+                "sha256:2ae2471477cfd02dbbf038d5d9bc226d40def84b4fe2986e49b59b6b472bbed2",
+                "sha256:7eb6df5690b81a1d7942992c97fad2938e956e79df20cbc6186e9c3a77b1c803"
             ],
             "index": "pypi",
             "markers": "python_version >= '3.8'",
-            "version": "==3.6"
+            "version": "==3.7"
         },
         "ofxtools": {
             "hashes": [
@@ -173,21 +173,21 @@
         },
         "sqlparse": {
             "hashes": [
-                "sha256:714d0a4932c059d16189f58ef5411ec2287a4360f17cdd0edd2d09d4c5087c93",
-                "sha256:c204494cd97479d0e39f28c93d46c0b2d5959c7b9ab904762ea6c7af211c8663"
+                "sha256:773dcbf9a5ab44a090f3441e2180efe2560220203dc2f8c0b0fa141e18b505e4",
+                "sha256:bb6b4df465655ef332548e24f08e205afc81b9ab86cb1c45657a7ff173a3a00e"
             ],
             "markers": "python_version >= '3.8'",
-            "version": "==0.5.0"
+            "version": "==0.5.1"
         }
     },
     "develop": {
         "alabaster": {
             "hashes": [
-                "sha256:75a8b99c28a5dad50dd7f8ccdd447a121ddb3892da9e53d1ca5cca3106d58d65",
-                "sha256:b46733c07dce03ae4e150330b975c75737fa60f0a7c591b6c8bf4928a28e2c92"
+                "sha256:c00dca57bca26fa62a6d7d0a9fcce65f3e026e9bfe33e9c538fd3fbb2144fd9e",
+                "sha256:fc6786402dc3fcb2de3cabd5fe455a2db534b371124f1f21de8731783dec828b"
             ],
-            "markers": "python_version >= '3.9'",
-            "version": "==0.7.16"
+            "markers": "python_version >= '3.10'",
+            "version": "==1.0.0"
         },
         "anyio": {
             "hashes": [
@@ -197,6 +197,14 @@
             "markers": "python_version >= '3.8'",
             "version": "==4.4.0"
         },
+        "appnope": {
+            "hashes": [
+                "sha256:1de3860566df9caf38f01f86f65e0e13e379af54f9e4bee1e66b48f2efffd1ee",
+                "sha256:502575ee11cd7a28c0205f379b525beefebab9d161b7c964670864014ed7213c"
+            ],
+            "markers": "platform_system == 'Darwin'",
+            "version": "==0.1.4"
+        },
         "argon2-cffi": {
             "hashes": [
                 "sha256:879c3e79a2729ce768ebb7d36d4609e3a78a4ca2ec3a9f12286ca057e3d0db08",
@@ -257,19 +265,27 @@
         },
         "attrs": {
             "hashes": [
-                "sha256:935dc3b529c262f6cf76e50877d35a4bd3c1de194fd41f47a2b7ae8f19971f30",
-                "sha256:99b87a485a5820b23b879f04c2305b44b951b502fd64be915879d77a7e8fc6f1"
+                "sha256:5cfb1b9148b5b086569baec03f20d7b6bf3bcacc9a42bebf87ffaaca362f6346",
+                "sha256:81921eb96de3191c8258c199618104dd27ac608d9366f5e35d011eae1867ede2"
             ],
             "markers": "python_version >= '3.7'",
-            "version": "==23.2.0"
+            "version": "==24.2.0"
         },
         "babel": {
             "hashes": [
-                "sha256:08706bdad8d0a3413266ab61bd6c34d0c28d6e1e7badf40a2cebe67644e2e1fb",
-                "sha256:8daf0e265d05768bc6c7a314cf1321e9a123afc328cc635c18622a2f30a04413"
+                "sha256:368b5b98b37c06b7daf6696391c3240c938b37767d4584413e8438c5c435fa8b",
+                "sha256:d1f3554ca26605fe173f3de0c65f750f5a42f924499bf134de6423582298e316"
             ],
             "markers": "python_version >= '3.8'",
-            "version": "==2.15.0"
+            "version": "==2.16.0"
+        },
+        "backports.tarfile": {
+            "hashes": [
+                "sha256:77e284d754527b01fb1e6fa8a1afe577858ebe4e9dad8919e34c862cb399bc34",
+                "sha256:d75e02c268746e1b8144c278978b6e98e85de6ad16f8e4b0844a154557eca991"
+            ],
+            "markers": "python_version < '3.12'",
+            "version": "==1.2.0"
         },
         "beautifulsoup4": {
             "hashes": [
@@ -298,69 +314,84 @@
         },
         "certifi": {
             "hashes": [
-                "sha256:5a1e7645bc0ec61a09e26c36f6106dd4cf40c6db3a1fb6352b0244e7fb057c7b",
-                "sha256:c198e21b1289c2ab85ee4e67bb4b4ef3ead0892059901a8d5b622f24a1101e90"
+                "sha256:922820b53db7a7257ffbda3f597266d435245903d80737e34f8a45ff3e3230d8",
+                "sha256:bec941d2aa8195e248a60b31ff9f0558284cf01a52591ceda73ea9afffd69fd9"
             ],
             "markers": "python_version >= '3.6'",
-            "version": "==2024.7.4"
+            "version": "==2024.8.30"
         },
         "cffi": {
             "hashes": [
-                "sha256:0c9ef6ff37e974b73c25eecc13952c55bceed9112be2d9d938ded8e856138bcc",
-                "sha256:131fd094d1065b19540c3d72594260f118b231090295d8c34e19a7bbcf2e860a",
-                "sha256:1b8ebc27c014c59692bb2664c7d13ce7a6e9a629be20e54e7271fa696ff2b417",
-                "sha256:2c56b361916f390cd758a57f2e16233eb4f64bcbeee88a4881ea90fca14dc6ab",
-                "sha256:2d92b25dbf6cae33f65005baf472d2c245c050b1ce709cc4588cdcdd5495b520",
-                "sha256:31d13b0f99e0836b7ff893d37af07366ebc90b678b6664c955b54561fc36ef36",
-                "sha256:32c68ef735dbe5857c810328cb2481e24722a59a2003018885514d4c09af9743",
-                "sha256:3686dffb02459559c74dd3d81748269ffb0eb027c39a6fc99502de37d501faa8",
-                "sha256:582215a0e9adbe0e379761260553ba11c58943e4bbe9c36430c4ca6ac74b15ed",
-                "sha256:5b50bf3f55561dac5438f8e70bfcdfd74543fd60df5fa5f62d94e5867deca684",
-                "sha256:5bf44d66cdf9e893637896c7faa22298baebcd18d1ddb6d2626a6e39793a1d56",
-                "sha256:6602bc8dc6f3a9e02b6c22c4fc1e47aa50f8f8e6d3f78a5e16ac33ef5fefa324",
-                "sha256:673739cb539f8cdaa07d92d02efa93c9ccf87e345b9a0b556e3ecc666718468d",
-                "sha256:68678abf380b42ce21a5f2abde8efee05c114c2fdb2e9eef2efdb0257fba1235",
-                "sha256:68e7c44931cc171c54ccb702482e9fc723192e88d25a0e133edd7aff8fcd1f6e",
-                "sha256:6b3d6606d369fc1da4fd8c357d026317fbb9c9b75d36dc16e90e84c26854b088",
-                "sha256:748dcd1e3d3d7cd5443ef03ce8685043294ad6bd7c02a38d1bd367cfd968e000",
-                "sha256:7651c50c8c5ef7bdb41108b7b8c5a83013bfaa8a935590c5d74627c047a583c7",
-                "sha256:7b78010e7b97fef4bee1e896df8a4bbb6712b7f05b7ef630f9d1da00f6444d2e",
-                "sha256:7e61e3e4fa664a8588aa25c883eab612a188c725755afff6289454d6362b9673",
-                "sha256:80876338e19c951fdfed6198e70bc88f1c9758b94578d5a7c4c91a87af3cf31c",
-                "sha256:8895613bcc094d4a1b2dbe179d88d7fb4a15cee43c052e8885783fac397d91fe",
-                "sha256:88e2b3c14bdb32e440be531ade29d3c50a1a59cd4e51b1dd8b0865c54ea5d2e2",
-                "sha256:8f8e709127c6c77446a8c0a8c8bf3c8ee706a06cd44b1e827c3e6a2ee6b8c098",
-                "sha256:9cb4a35b3642fc5c005a6755a5d17c6c8b6bcb6981baf81cea8bfbc8903e8ba8",
-                "sha256:9f90389693731ff1f659e55c7d1640e2ec43ff725cc61b04b2f9c6d8d017df6a",
-                "sha256:a09582f178759ee8128d9270cd1344154fd473bb77d94ce0aeb2a93ebf0feaf0",
-                "sha256:a6a14b17d7e17fa0d207ac08642c8820f84f25ce17a442fd15e27ea18d67c59b",
-                "sha256:a72e8961a86d19bdb45851d8f1f08b041ea37d2bd8d4fd19903bc3083d80c896",
-                "sha256:abd808f9c129ba2beda4cfc53bde801e5bcf9d6e0f22f095e45327c038bfe68e",
-                "sha256:ac0f5edd2360eea2f1daa9e26a41db02dd4b0451b48f7c318e217ee092a213e9",
-                "sha256:b29ebffcf550f9da55bec9e02ad430c992a87e5f512cd63388abb76f1036d8d2",
-                "sha256:b2ca4e77f9f47c55c194982e10f058db063937845bb2b7a86c84a6cfe0aefa8b",
-                "sha256:b7be2d771cdba2942e13215c4e340bfd76398e9227ad10402a8767ab1865d2e6",
-                "sha256:b84834d0cf97e7d27dd5b7f3aca7b6e9263c56308ab9dc8aae9784abb774d404",
-                "sha256:b86851a328eedc692acf81fb05444bdf1891747c25af7529e39ddafaf68a4f3f",
-                "sha256:bcb3ef43e58665bbda2fb198698fcae6776483e0c4a631aa5647806c25e02cc0",
-                "sha256:c0f31130ebc2d37cdd8e44605fb5fa7ad59049298b3f745c74fa74c62fbfcfc4",
-                "sha256:c6a164aa47843fb1b01e941d385aab7215563bb8816d80ff3a363a9f8448a8dc",
-                "sha256:d8a9d3ebe49f084ad71f9269834ceccbf398253c9fac910c4fd7053ff1386936",
-                "sha256:db8e577c19c0fda0beb7e0d4e09e0ba74b1e4c092e0e40bfa12fe05b6f6d75ba",
-                "sha256:dc9b18bf40cc75f66f40a7379f6a9513244fe33c0e8aa72e2d56b0196a7ef872",
-                "sha256:e09f3ff613345df5e8c3667da1d918f9149bd623cd9070c983c013792a9a62eb",
-                "sha256:e4108df7fe9b707191e55f33efbcb2d81928e10cea45527879a4749cbe472614",
-                "sha256:e6024675e67af929088fda399b2094574609396b1decb609c55fa58b028a32a1",
-                "sha256:e70f54f1796669ef691ca07d046cd81a29cb4deb1e5f942003f401c0c4a2695d",
-                "sha256:e715596e683d2ce000574bae5d07bd522c781a822866c20495e52520564f0969",
-                "sha256:e760191dd42581e023a68b758769e2da259b5d52e3103c6060ddc02c9edb8d7b",
-                "sha256:ed86a35631f7bfbb28e108dd96773b9d5a6ce4811cf6ea468bb6a359b256b1e4",
-                "sha256:ee07e47c12890ef248766a6e55bd38ebfb2bb8edd4142d56db91b21ea68b7627",
-                "sha256:fa3a0128b152627161ce47201262d3140edb5a5c3da88d73a1b790a959126956",
-                "sha256:fcc8eb6d5902bb1cf6dc4f187ee3ea80a1eba0a89aba40a5cb20a5087d961357"
-            ],
-            "markers": "platform_python_implementation != 'PyPy'",
-            "version": "==1.16.0"
+                "sha256:045d61c734659cc045141be4bae381a41d89b741f795af1dd018bfb532fd0df8",
+                "sha256:0984a4925a435b1da406122d4d7968dd861c1385afe3b45ba82b750f229811e2",
+                "sha256:0e2b1fac190ae3ebfe37b979cc1ce69c81f4e4fe5746bb401dca63a9062cdaf1",
+                "sha256:0f048dcf80db46f0098ccac01132761580d28e28bc0f78ae0d58048063317e15",
+                "sha256:1257bdabf294dceb59f5e70c64a3e2f462c30c7ad68092d01bbbfb1c16b1ba36",
+                "sha256:1c39c6016c32bc48dd54561950ebd6836e1670f2ae46128f67cf49e789c52824",
+                "sha256:1d599671f396c4723d016dbddb72fe8e0397082b0a77a4fab8028923bec050e8",
+                "sha256:28b16024becceed8c6dfbc75629e27788d8a3f9030691a1dbf9821a128b22c36",
+                "sha256:2bb1a08b8008b281856e5971307cc386a8e9c5b625ac297e853d36da6efe9c17",
+                "sha256:30c5e0cb5ae493c04c8b42916e52ca38079f1b235c2f8ae5f4527b963c401caf",
+                "sha256:31000ec67d4221a71bd3f67df918b1f88f676f1c3b535a7eb473255fdc0b83fc",
+                "sha256:386c8bf53c502fff58903061338ce4f4950cbdcb23e2902d86c0f722b786bbe3",
+                "sha256:3edc8d958eb099c634dace3c7e16560ae474aa3803a5df240542b305d14e14ed",
+                "sha256:45398b671ac6d70e67da8e4224a065cec6a93541bb7aebe1b198a61b58c7b702",
+                "sha256:46bf43160c1a35f7ec506d254e5c890f3c03648a4dbac12d624e4490a7046cd1",
+                "sha256:4ceb10419a9adf4460ea14cfd6bc43d08701f0835e979bf821052f1805850fe8",
+                "sha256:51392eae71afec0d0c8fb1a53b204dbb3bcabcb3c9b807eedf3e1e6ccf2de903",
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+                "sha256:636062ea65bd0195bc012fea9321aca499c0504409f413dc88af450b57ffd03b",
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+                "sha256:6b8b4a92e1c65048ff98cfe1f735ef8f1ceb72e3d5f0c25fdb12087a23da22be",
+                "sha256:6f17be4345073b0a7b8ea599688f692ac3ef23ce28e5df79c04de519dbc4912c",
+                "sha256:706510fe141c86a69c8ddc029c7910003a17353970cff3b904ff0686a5927683",
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+                "sha256:a9b15d491f3ad5d692e11f6b71f7857e7835eb677955c00cc0aefcd0669adaf6",
+                "sha256:ad9413ccdeda48c5afdae7e4fa2192157e991ff761e7ab8fdd8926f40b160cc3",
+                "sha256:b2ab587605f4ba0bf81dc0cb08a41bd1c0a5906bd59243d56bad7668a6fc6c16",
+                "sha256:b62ce867176a75d03a665bad002af8e6d54644fad99a3c70905c543130e39d93",
+                "sha256:c03e868a0b3bc35839ba98e74211ed2b05d2119be4e8a0f224fba9384f1fe02e",
+                "sha256:c59d6e989d07460165cc5ad3c61f9fd8f1b4796eacbd81cee78957842b834af4",
+                "sha256:c7eac2ef9b63c79431bc4b25f1cd649d7f061a28808cbc6c47b534bd789ef964",
+                "sha256:c9c3d058ebabb74db66e431095118094d06abf53284d9c81f27300d0e0d8bc7c",
+                "sha256:ca74b8dbe6e8e8263c0ffd60277de77dcee6c837a3d0881d8c1ead7268c9e576",
+                "sha256:caaf0640ef5f5517f49bc275eca1406b0ffa6aa184892812030f04c2abf589a0",
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@@ -558,11 +551,11 @@
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@@ -596,19 +589,19 @@
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@@ -620,11 +613,11 @@
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@@ -636,11 +629,11 @@
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@@ -659,19 +652,19 @@
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@@ -681,14 +674,6 @@
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@@ -765,11 +750,11 @@
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@@ -781,12 +766,12 @@
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@@ -798,19 +783,19 @@
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@@ -1439,124 +1455,120 @@
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-                "sha256:5226d5d21ab681f432a9c1cf8b658c0cb02533eece706b155e5fbd8a0cdd3949",
-                "sha256:57080dee41209e556a9a4ce60d229244f7a66ef52750f813bfbe18959770cfba",
-                "sha256:5a94eccb2a81a309806027e1670a358b99b8fe8bfe9f8d329f27d72c094dde8c",
-                "sha256:6b7c4f03ce01afd3b76cf69a5455caa9cfa3de8c8f493e0d3ab7d20611c8dae9",
-                "sha256:7016f837e15b0a1c119d27ecd89b3515f01f90a8615ed5e9427e30d9cdbfed3d",
-                "sha256:81884c4d096c272f00aeb1f11cf62ccd39763581645b0812e99a91505fa48e0c",
-                "sha256:81d8a521705787afe7a18d5bfb47ea9d9cc068206270aad0b96a725022e18d2e",
-                "sha256:8d09d05439ce7baa8e9e95b07ec5b6c886f548deb7e0f69ef25f64b3bce842f2",
-                "sha256:961e61cefdcb06e0c6d7e3a1b22ebe8b996eb2bf50614e89384be54c48c6b63d",
-                "sha256:9c0c1716c8447ee7dbf08d6db2e5c41c688544c61074b54fc4564196f55c25a7",
-                "sha256:a0608251135d0e03111152e41f0cc2392d1e74e35703960d4190b2e0f4ca9c70",
-                "sha256:a0c5b2b0585b6af82d7e385f55a8bc568abff8923af147ee3c07bd8b42cda8b2",
-                "sha256:ad803773e9df0b92e0a817d22fd8a3675493f690b96130a5e24f1b8fabbea9c7",
-                "sha256:b297f90c5723d04bcc8265fc2a0f86d4ea2e0f7ab4b6994459548d3a6b992a14",
-                "sha256:ba4f0a211697362e89ad822e667d8d340b4d8d55fae72cdd619389fb5912eefe",
-                "sha256:c4783183f7cb757b73b2ae9aed6599b96338eb957233c58ca8f49a49cc32fd5e",
-                "sha256:c9bb2ae11bfbab395bdd072985abde58ea9860ed84e59dbc0463a5d0159f5b71",
-                "sha256:cafb92b2bc622cd1aa6a1dce4b93307792633f4c5fe1f46c6b97cf67073ec961",
-                "sha256:d45b940883a03e19e944456a558b67a41160e367a719833c53de6911cabba2b7",
-                "sha256:dc0fdf6787f37b1c6b08e6dfc892d9d068b5bdb671198c72072828b80bd5fe4c",
-                "sha256:dea567d1b0e8bc5764b9443858b673b734100c2871dc93163f58c46a97a83d28",
-                "sha256:dec9b018df185f08483f294cae6ccac29e7a6e0678996587363dc352dc65c842",
-                "sha256:e3ec3672626e1b9e55afd0df6d774ff0e953452886e06e0f1eb7eb0c832e8902",
-                "sha256:e599b53fd95357d92304510fb7bda8523ed1f79ca98dce2f43c115950aa78801",
-                "sha256:fa76fbb7596cc5839320000cdd5d0955313696d9511debab7ee7278fc8b5c84a",
-                "sha256:fff12c88a672ab9c9c1cf7b0c80e3ad9e2ebd9d828d955c126be4fd3e5578c9e"
+                "sha256:014f58110f53237ace6a408b5beb6c427b64e084eb451ef25a28308270086494",
+                "sha256:1bbcce1a551e262dfbafb6e6252f1ae36a248e615ca44ba302df077a846a8806",
+                "sha256:203e92a75716d8cfb491dc47c79e17d0d9207ccffcbcb35f598fbe463ae3444d",
+                "sha256:27e613d7077ac613e399270253259d9d53872aaf657471473ebfc9a52935c062",
+                "sha256:2bd51274dcd59f09dd952afb696bf9c61a7a49dfc764c04dd33ef7a6b502a1e2",
+                "sha256:38926c50cff6f533f8a2dae3d7f19541432610d114a70808f0926d5aaa7121e4",
+                "sha256:511f4273808ab590912a93ddb4e3914dfd8a388fed883361b02dea3791f292e1",
+                "sha256:58d4e9129985185a06d849aa6df265bdd5a74ca6e1b736a77959b498e0505b85",
+                "sha256:5b43d1ea6b378b54a1dc99dd8a2b5be47658fe9a7ce0a58ff0b55f4b43ef2b84",
+                "sha256:61ec41068b7b74268fa86e3e9e12b9f0c21fcf65434571dbb13d954bceb08042",
+                "sha256:666ae11966643886c2987b3b721899d250855718d6d9ce41b521252a17985f4d",
+                "sha256:68aaecc4178e90719e95298515979814bda0cbada1256a4485414860bd7ab962",
+                "sha256:7c05650fe8023c5ed0d46793d4b7d7e6cd9c04e68eabe5b0aeea836e37bdcec2",
+                "sha256:80eda8b3e173f0f247f711eef62be51b599b5d425c429b5d4ca6a05e9e856baa",
+                "sha256:8385d98f6a3bf8bb2d65a73e17ed87a3ba84f6991c155691c51112075f9ffc5d",
+                "sha256:88cce104c36870d70c49c7c8fd22885875d950d9ee6ab54df2745f83ba0dc365",
+                "sha256:9d3cdb25fa98afdd3d0892d132b8d7139e2c087da1712041f6b762e4f807cc96",
+                "sha256:a575913fb06e05e6b4b814d7f7468c2c660e8bb16d8d5a1faf9b33ccc569dd47",
+                "sha256:ac119bb76b9faa00f48128b7f5679e1d8d437365c5d26f1c2c3f0da4ce1b553d",
+                "sha256:c1332724be35d23a854994ff0b66530119500b6053d0bd3363265f7e5e77288d",
+                "sha256:d03a475165f3134f773d1388aeb19c2d25ba88b6a9733c5c590b9ff7bbfa2e0c",
+                "sha256:d75601ad10b059ec832e78823b348bfa1a59f6b8d545db3a24fd44362a1564cb",
+                "sha256:de41fd81a41e53267cb020bb3a7212861da53a7d39f863585d13ea11049cf277",
+                "sha256:e710bf40870f4db63c3d7d929aa9e09e4e7ee219e703f949ec4073b4294f6172",
+                "sha256:ea25acb556320250756e53f9e20a4177515f012c9eaea17eb7587a8c4d8ae034",
+                "sha256:f98bf604c82c416bc829e490c700ca1553eafdf2912a91e23a79d97d9801372a",
+                "sha256:fba1007b3ef89946dbbb515aeeb41e30203b004f0b4b00e5e16078b518563289"
             ],
             "markers": "python_version >= '3.7'",
-            "version": "==42.0.8"
+            "version": "==43.0.1"
         },
         "django": {
             "hashes": [
-                "sha256:bd4505cae0b9bd642313e8fb71810893df5dc2ffcacaa67a33af2d5cd61888f2",
-                "sha256:f216510ace3de5de01329463a315a629f33480e893a9024fc93d8c32c22913da"
+                "sha256:021ffb7fdab3d2d388bc8c7c2434eb9c1f6f4d09e6119010bbb1694dda286bc2",
+                "sha256:71603f27dac22a6533fb38d83072eea9ddb4017fead6f67f2562a40402d61c3f"
             ],
             "index": "pypi",
             "markers": "python_version >= '3.10'",
-            "version": "==5.0.7"
+            "version": "==5.1.1"
         },
         "django-filter": {
             "hashes": [
-                "sha256:48e5fc1da3ccd6ca0d5f9bb550973518ce977a4edde9d2a8a154a7f4f0b9f96e",
-                "sha256:df2ee9857e18d38bed203c8745f62a803fa0f31688c9fe6f8e868120b1848e48"
+                "sha256:c4852822928ce17fb699bcfccd644b3574f1a2d80aeb2b4ff4f16b02dd49dc64",
+                "sha256:d8ccaf6732afd21ca0542f6733b11591030fa98669f8d15599b358e24a2cd9c3"
             ],
             "index": "pypi",
             "markers": "python_version >= '3.8'",
-            "version": "==24.2"
+            "version": "==24.3"
         },
         "django-oauth-toolkit": {
             "hashes": [
-                "sha256:4931d6bf64b6aee32a42f989f218769d1876f3daa53c6bf883d8ab793fb302ee",
-                "sha256:8975eaf697413a8d54208ee068bc5ad6d1ed76f1df84e4882fbb25e7e6966e1b"
+                "sha256:3ef00b062a284f2031b0732b32dc899e3bbf0eac221bbb1cffcb50b8932e55ed",
+                "sha256:7200e4a9fb229b145a6d808cbf0423b6d69a87f68557437733eec3c0cf71db02"
             ],
             "index": "pypi",
             "markers": "python_version >= '3.8'",
-            "version": "==2.4.0"
+            "version": "==3.0.1"
         },
         "graphene": {
             "hashes": [
@@ -2044,15 +2074,16 @@
                 "sha256:059ccf25d9a5159f28d7ebf1a648c993ab34deb064e80b70ca096aa22a609556",
                 "sha256:0fd95c8c1cbe77ae2a5940045ce276803c3acbf200a156731e0c730f2776ae2c"
             ],
+            "index": "pypi",
             "version": "==3.2.2"
         },
         "graphql-core": {
             "hashes": [
-                "sha256:06d2aad0ac723e35b1cb47885d3e5c45e956a53bc1b209a9fc5369007fe46676",
-                "sha256:5766780452bd5ec8ba133f8bf287dc92713e3868ddd83aee4faab9fc3e303dc3"
+                "sha256:1604f2042edc5f3114f49cac9d77e25863be51b23a54a61a23245cf32f6476f0",
+                "sha256:acbe2e800980d0e39b4685dd058c2f4042660b89ebca38af83020fd872ff1264"
             ],
             "markers": "python_version >= '3.6' and python_version < '4'",
-            "version": "==3.2.3"
+            "version": "==3.2.4"
         },
         "graphql-relay": {
             "hashes": [
@@ -2064,11 +2095,11 @@
         },
         "idna": {
             "hashes": [
-                "sha256:028ff3aadf0609c1fd278d8ea3089299412a7a8b9bd005dd08b9f8285bcb5cfc",
-                "sha256:82fee1fc78add43492d3a1898bfa6d8a904cc97d8427f683ed8e798d07761aa0"
+                "sha256:050b4e5baadcd44d760cedbd2b8e639f2ff89bbc7a5730fcc662954303377aac",
+                "sha256:d838c2c0ed6fced7693d5e8ab8e734d5f8fda53a039c0164afb0b82e771e3603"
             ],
-            "markers": "python_version >= '3.5'",
-            "version": "==3.7"
+            "markers": "python_version >= '3.6'",
+            "version": "==3.8"
         },
         "jwcrypto": {
             "hashes": [
@@ -2100,13 +2131,6 @@
             "markers": "python_version >= '3.8'",
             "version": "==2.22"
         },
-        "pytz": {
-            "hashes": [
-                "sha256:2a29735ea9c18baf14b448846bde5a48030ed267578472d8955cd0e7443a9812",
-                "sha256:328171f4e3623139da4983451950b28e95ac706e13f3f2630a879749e7a8b319"
-            ],
-            "version": "==2024.1"
-        },
         "requests": {
             "hashes": [
                 "sha256:55365417734eb18255590a9ff9eb97e9e1da868d4ccd6402399eaf68af20a760",
@@ -2125,11 +2149,11 @@
         },
         "sqlparse": {
             "hashes": [
-                "sha256:714d0a4932c059d16189f58ef5411ec2287a4360f17cdd0edd2d09d4c5087c93",
-                "sha256:c204494cd97479d0e39f28c93d46c0b2d5959c7b9ab904762ea6c7af211c8663"
+                "sha256:773dcbf9a5ab44a090f3441e2180efe2560220203dc2f8c0b0fa141e18b505e4",
+                "sha256:bb6b4df465655ef332548e24f08e205afc81b9ab86cb1c45657a7ff173a3a00e"
             ],
             "markers": "python_version >= '3.8'",
-            "version": "==0.5.0"
+            "version": "==0.5.1"
         },
         "text-unidecode": {
             "hashes": [
diff --git a/dev_env/settings.py b/dev_env/settings.py
index d4bf8f5a..6ae47ee9 100644
--- a/dev_env/settings.py
+++ b/dev_env/settings.py
@@ -118,6 +118,10 @@
         # ],
     }
 
+    OAUTH2_PROVIDER = {
+        'OAUTH2_BACKEND_CLASS': 'oauth2_provider.oauth2_backends.JSONOAuthLibCore',
+    }
+
 EMAIL_BACKEND = 'django.core.mail.backends.console.EmailBackend'
 
 DEFAULT_AUTO_FIELD = 'django.db.models.BigAutoField'
diff --git a/django_ledger/__init__.py b/django_ledger/__init__.py
index d249f592..a9e80dda 100644
--- a/django_ledger/__init__.py
+++ b/django_ledger/__init__.py
@@ -9,7 +9,7 @@
 default_app_config = 'django_ledger.apps.DjangoLedgerConfig'
 
 """Django Ledger"""
-__version__ = '0.6.3'
+__version__ = '0.6.4'
 __license__ = 'GPLv3 License'
 
 __author__ = 'Miguel Sanda'
diff --git a/django_ledger/admin/coa.py b/django_ledger/admin/coa.py
index 03cb5255..50d2108b 100644
--- a/django_ledger/admin/coa.py
+++ b/django_ledger/admin/coa.py
@@ -108,7 +108,6 @@ class ChartOfAccountsModelAdmin(ModelAdmin):
     list_display_links = ['name']
     fields = [
         'name',
-        'locked',
         'description',
     ]
     inlines = [
@@ -132,4 +131,4 @@ def get_queryset(self, request):
     def account_model_count(self, obj):
         return obj.accountmodel__count
 
-    account_model_count.short_description = 'Accounts'
\ No newline at end of file
+    account_model_count.short_description = 'Accounts'
diff --git a/django_ledger/contrib/django_ledger_graphene/README.md b/django_ledger/contrib/django_ledger_graphene/README.md
index 9e8f3c1f..488ce9a0 100644
--- a/django_ledger/contrib/django_ledger_graphene/README.md
+++ b/django_ledger/contrib/django_ledger_graphene/README.md
@@ -2,146 +2,59 @@
 # Django ledger Graphql Api
 
 ## Usage and installation
+Install Required Packages
 
-
-
-
-
+First, install the necessary packages:
 ``` 
 pip install graphene-django
 ```
 ``` 
-pip install django-graphql-auth
+pip install django-oauth-toolkit
+```
+Enable Graphql by navigating to ./django_ledger/settings.py
+```
+ DJANGO_LEDGER_GRAPHQL_SUPPORT_ENABLED = True 
 ```
 Makemigrations
 ``` 
 python manage.py makemigrations
 python manage.py migrate
-``` 
-Runserver
+```
+Start the Django development server:
 ``` 
 python manage.py runserver
-``` 
-make sure you are loged in the main application go to the admin 
-site http://127.0.0.1:8000/admin/django_ledger/entitymodel/ choose your 
-entity and get your slug name from the entity choosen or
-
-Open new tab and navigate to
-``` 
-http://127.0.0.1:8000/graphql/
-```
-paste this to the console and run the query
-
 ```
-{
-  allEntityList{
-    slug
-    name
-  }
-```
-this will return the current user logged in slug and name, use the slug for other queries (Slugname:String!)
-## sample graphql Query
-paste this at the graphql console and run the query
+on the admin site ensure to add an Application with the fields 
 ```
-{
-  allEntityList{
-    edges{
-      node{
-        slug
-        name
-    }
-  }
-}
-```
-this will return the current user logged in slug and name, use the slug for other queries (Slugname:String!)
-## sample graphql Query
-paste this at the graphql console and run the query
-```
-allCustomers(slugName:"jusper-onderi-ondieki-db23x1y8"){
-  edges {
-    node {
-      customerName
-      city
-      state
-      active
-      
-    }
-  }
-}
+client type: confidential
+Authorization grant type:  Resource owner password-based 
 ```
 
-# Query results
-```
-"allCustomers": {
-      "edges": [
-        {
-          "node": {
-            "customerName": "booka",
-            "city": "kenya",
-            "state": "huj",
-            "active": true
-          }
-        },
-        {
-          "node": {
-            "customerName": "stats",
-            "city": "kenya",
-            "state": "huj",
-            "active": true
-          }
-        },
-        {
-          "node": {
-            "customerName": "Brooke Weaver",
-            "city": "South Michelleborough",
-            "state": "WA",
-            "active": true
-          }
-        },
-        {
-          "node": {
-            "customerName": "Tamara Wilson",
-            "city": "Castilloport",
-            "state": "WV",
-            "active": true
-          }
-        },
+Use Postman or Thunder Client to make a POST request to obtain an access token. Send a request to the following URL:
 
-        }
-      ]
-    }
-  }
-}
+```
 
+http://127.0.0.1:8000/api/v1/o/token/
 ```
-## Using graphql-auth
-Register user
+Include the following JSON body in your request:
 ```
-mutation {
-  register(
-    email: "new_user@email.com",
-    username: "new_user",
-    password1: "dave123456",
-    password2: "dave123456",
-  ) {
-    success,
-    errors,
-    token,
-
-  }
+{
+    "username": "eric",
+    "password": "eric",
+    "client_id": "cXFFgnvWhWiZDofGkwiwUBdfuxfNnLsmBtAVsVXv",
+    "client_secret": "dave101",
+    "grant_type": "password"
 }
 ```
-Returns a token and a succes message
+If the request is successful, you will receive a response like this:
 ```
 {
-  "data": {
-    "register": {
-      "success": true,
-      "errors": null,
-      "token": "eyJ0eXAiOiJKV1QiLCJhbGciOiJIUzI1NiJ9.eyJ1c2VybmFtZSI6Im5ld191c2VyIiwiZXhwIjoxNjQ5NzY2Nzc4LCJvcmlnSWF0IjoxNjQ5NzY2NDc4fQ.cHaPq8CjQy60ifUawR4Pnyyu_E_SCU2J6CapBK0P8P4"
-    }
-  }
+    "access_token": "YPMh29n648qpahgtOjrDHMDy5bt81e",
+    "expires_in": 36000,
+    "token_type": "Bearer",
+    "scope": "read write",
+    "refresh_token": "huBiNKw9IhtuYPKVNR9i4WnQesMqEl"
 }
 ```
-for more detail usage visit the documentation
-https://django-graphql-auth.readthedocs.io/en/latest/quickstart/
\ No newline at end of file
+Now you can use the access token to authenticate your GraphQL requests.
+
diff --git a/django_ledger/forms/account.py b/django_ledger/forms/account.py
index 05333d71..35e5e71e 100644
--- a/django_ledger/forms/account.py
+++ b/django_ledger/forms/account.py
@@ -19,16 +19,20 @@
 
 class AccountModelCreateForm(ModelForm):
     """
-    Create Form: 
-    This Form is used for creation of a new account that does not exist in the default Chart of Accounts. It has some external as well as some internal field.
-    The entity slug and the user model are the field which are internal and are predetermined in the lass itself
+    AccountModelCreateForm
+    ======================
 
-    Remaining fields which needs to be defined by user are :
+    A form for creating and managing account models within the system.
+
+    Attributes
+    ----------
+    ENTITY : Model
+        The entity model being used in the form.
+    COA_MODEL : Model
+        The Chart of Account Model being used in the form.
+    USER_MODEL : Model
+        The user model being used in the form.
 
-    code: The code will be used to uniquely identify the particular account
-    name: The name of the account. The name of the account should be resemblance of the nature of the transactions that will be in the account
-    role: The role needs to be selected rom list of the options available. Choices are given under ACCOUNT ROLES. Refer the account model documentation for more info
-    balance_type: Need to be selected from drop down as "Debit" or Credit"
     """
 
     def __init__(self, entity_model, coa_model, user_model, *args, **kwargs):
@@ -84,9 +88,16 @@ class Meta:
 
 class AccountModelUpdateForm(MoveNodeForm):
     """
-    Update Account Form:
-    This form is for updating the account. This works for both the parent or the child Account .
-    We can update the Parent , or The Code or even the Name of the Account.
+    AccountModelUpdateForm
+
+    A form for updating account model, inheriting from MoveNodeForm.
+
+    Attributes
+    ----------
+    _position : ChoiceField
+        A choice field for selecting the position.
+    _ref_node_id : ChoiceField
+        An optional choice field for selecting the relative node.
     """
 
     _position = ChoiceField(required=True,
diff --git a/django_ledger/io/roles.py b/django_ledger/io/roles.py
index 43a7ad82..86909d35 100644
--- a/django_ledger/io/roles.py
+++ b/django_ledger/io/roles.py
@@ -660,3 +660,9 @@ def validate_roles(roles: Union[str, List[str]], raise_exception: bool = True) -
             if raise_exception:
                 raise InvalidRoleError('{rls}) is invalid. Choices are {ch}'.format(ch=', '.join(VALID_ROLES), rls=r))
     return set(roles)
+
+VALID_PARENTS = {
+    ASSET_PPE_BUILDINGS_ACCUM_DEPRECIATION: [ASSET_PPE_BUILDINGS],
+    ASSET_PPE_EQUIPMENT_ACCUM_DEPRECIATION: [ASSET_PPE_EQUIPMENT],
+    ASSET_PPE_PLANT_ACCUM_DEPRECIATION: [ASSET_PPE_PLANT],
+}
\ No newline at end of file
diff --git a/django_ledger/models/accounts.py b/django_ledger/models/accounts.py
index fa0b865d..3d681fa3 100644
--- a/django_ledger/models/accounts.py
+++ b/django_ledger/models/accounts.py
@@ -6,24 +6,52 @@
     * Miguel Sanda <msanda@arrobalytics.com>
     * Pranav P Tulshyan <ptulshyan77@gmail.com>
 
-The AccountModel groups and sorts transactions involving the company's assets, liabilities and equities.
-Per accounting principles, an Account must be either a DEBIT-type  balance account or a CREDIT-type balance account,
-depending on its purpose.
 
-The AccountModel plays a major role when creating Journal Entries in a double entry accounting systems where
-a DEBIT to a DEBIT-type AccountModel will increase its balance, and a CREDIT to a DEBIT-type AccountModel will
-reduce its balance. Conversely, a CREDIT to a CREDIT-type AccountModel will increase its balance, and a
-DEBIT to a CREDIT-type AccountModel will reduce its balance.
+AccountModel
+------------
 
-It is entirely up to the user to adopt the chart of accounts that best suits the EntityModel.
-The user may choose to use the default Chart of Accounts provided by Django Ledger when creating a new EntityModel.
+The AccountModel is a fundamental component of the Django Ledger system, responsible for categorizing and organizing
+financial transactions related to an entity's assets, liabilities, and equity.
 
-In Django Ledger, all account models must be assigned a role from
-:func:`ACCOUNT_ROLES <django_ledger.io.roles.ACCOUNT_ROLES>`. Roles are a way to group accounts to a common namespace,
-regardless of its user-defined fields. Roles are an integral part to Django Ledger since they are critical when
-requesting and producing financial statements and financial ratio calculations.
+Account Types
+-------------
 
-AccountModels may also contain parent/child relationships as implemented by the Django Treebeard functionality.
+In accordance with accounting principles, each AccountModel must be classified as either:
+
+1. **DEBIT-type balance account**
+2. **CREDIT-type balance account**
+
+The account type determines how transactions affect the account's balance.
+
+Double Entry Accounting
+-----------------------
+
+The AccountModel is crucial in implementing double entry accounting systems:
+
+* For DEBIT-type accounts:
+  - A DEBIT increases the balance
+  - A CREDIT decreases the balance
+
+* For CREDIT-type accounts:
+  - A CREDIT increases the balance
+  - A DEBIT decreases the balance
+
+Chart of Accounts
+-----------------
+
+Users have the flexibility to adopt a chart of accounts that best suits their EntityModel. Django Ledger provides a
+default Chart of Accounts when creating a new EntityModel, which can be customized as needed.
+
+Account Roles
+-------------
+
+All AccountModels must be assigned a role from the `ACCOUNT_ROLES` function in `django_ledger.io.roles`.
+Roles serve several purposes:
+
+1. Group accounts into common namespaces
+2. Provide consistency across user-defined fields
+3. Enable accurate generation of financial statements
+4. Facilitate financial ratio calculations
 """
 from itertools import groupby
 from random import randint
@@ -43,7 +71,7 @@
                                     GROUP_ASSETS,
                                     GROUP_LIABILITIES, GROUP_CAPITAL, GROUP_INCOME, GROUP_EXPENSES, GROUP_COGS,
                                     ROOT_GROUP, BS_BUCKETS, ROOT_ASSETS, ROOT_LIABILITIES,
-                                    ROOT_CAPITAL, ROOT_INCOME, ROOT_EXPENSES, ROOT_COA)
+                                    ROOT_CAPITAL, ROOT_INCOME, ROOT_EXPENSES, ROOT_COA, VALID_PARENTS)
 from django_ledger.models.mixins import CreateUpdateMixIn
 from django_ledger.models.utils import lazy_loader
 from django_ledger.settings import DJANGO_LEDGER_ACCOUNT_CODE_GENERATE, DJANGO_LEDGER_ACCOUNT_CODE_USE_PREFIX
@@ -61,68 +89,71 @@ class AccountModelValidationError(ValidationError):
 
 class AccountModelQuerySet(MP_NodeQuerySet):
     """
-    A custom defined QuerySet, which inherits from the Materialized Path Tree implementation
-    of Django Treebeard for tree-like model implementation.
+    Custom QuerySet for AccountModel inheriting from MP_NodeQuerySet.
     """
 
     def active(self):
         """
-        Active accounts which can be used to create new transactions that show on drop-down menus and forms.
+        Filters the queryset to include only active items.
 
         Returns
-        _______
+        -------
         AccountModelQuerySet
-            A filtered AccountModelQuerySet of active accounts.
+            A filtered queryset containing only the items marked as active.
         """
         return self.filter(active=True)
 
     def inactive(self):
         """
-        Inactive accounts cannot be used to create new transactions and don't show on drop-down menus and forms.
+        Filters and returns queryset entries where the active field is set to False.
 
         Returns
-        _______
+        -------
         AccountModelQuerySet
-            A filtered AccountModelQuerySet of inactive accounts.
+            A queryset containing entries with active=False.
         """
         return self.filter(active=False)
 
     def locked(self):
         """
-        Filter locked elements.
-
-        This method filters the elements based on the `locked` attribute and returns a filtered queryset.
+        Filters the queryset to include only locked AccountModels.
 
-        Returns:
-            A filtered queryset containing the locked elements.
+        Returns
+        -------
+        AccountModelQuerySet
+            A queryset containing only the objects with locked set to True.
         """
         return self.filter(locked=True)
 
     def unlocked(self):
         """
-        Returns a filtered version of an object, excluding any locked items.
+        Returns a filtered list of items where the 'locked' attribute is set to False.
 
-        Returns:
-            A filtered version of the object, excluding any locked items.
+        Returns
+        -------
+        AccountModelQuerySet
+            A queryset of items with 'locked' attribute set to False
         """
         return self.filter(locked=False)
 
     def with_roles(self, roles: Union[List, str]):
         """
-        This method is used to make query of accounts with a certain role. For instance, the fixed assets like
-        Buildings have all been assigned the role of  "asset_ppe_build" role is basically an aggregation of the
-        accounts under a similar category. So, to query the list of all accounts under the role "asset_ppe_build",
-        we can use this function.
+        Filter the accounts based on the specified roles. This method helps to retrieve accounts associated
+        with a particular role or a list of roles.
+
+        For example, to get all accounts categorized under the role "asset_ppe_build" (which might include
+        fixed assets like Buildings), you can utilize this method.
 
         Parameters
-        __________
-        roles: list or str
-            Function accepts a single str instance of a role or a list of roles. For a list of roles , refer io.roles.py
+        ----------
+        roles : Union[List[str], str]
+            The role or a list of roles to filter the accounts by. If a single string is provided, it is converted
+            into a list containing that role.
 
         Returns
-        _______
+        -------
         AccountModelQuerySet
-            Returns a QuerySet filtered by user-provided list of Roles.
+            A QuerySet of accounts filtered by the provided roles.
         """
         if isinstance(roles, str):
             roles = [roles]
@@ -131,27 +162,58 @@ def with_roles(self, roles: Union[List, str]):
 
     def expenses(self):
         """
-        Return the expenses filtered by the roles specified in GROUP_EXPENSES.
+        Retrieve a queryset containing expenses filtered by specified roles.
 
-        Returns:
-            QuerySet: A queryset containing the expenses filtered by the GROUP_EXPENSES roles..
+        This method filters the expenses based on roles defined in the
+        `GROUP_EXPENSES` constant. It ensures that only the relevant expenses
+        associated with the specified roles are included in the queryset.
+
+        Returns
+        -------
+            AccountModelQuerySet
+                A queryset consisting of expenses filtered according to the roles in `GROUP_EXPENSES`.
         """
         return self.filter(role__in=GROUP_EXPENSES)
 
     def is_coa_root(self):
         """
-        Check if the account model instance is the Chart of Account Root.
+        Retrieves the Chart of Accounts (CoA) root node queryset.
+
+        A Chart of Accounts Root is a foundational element indicating the primary node in the
+        account hierarchy. This method filters the queryset to include only the Chart of Accounts (CoA)
+        root node.
 
-        Returns:
-            bool: True if the Account is the CoA Root, False otherwise.
+        Returns
+        -------
+            AccountModelQuerySet
         """
         return self.filter(role__in=ROOT_GROUP)
 
     def not_coa_root(self):
+        """
+        Exclude AccountModels with ROOT_GROUP role from the QuerySet.
 
+        Returns
+        -------
+        AccountModelQuerySet
+            A QuerySet excluding users with role in ROOT_GROUP.
+        """
         return self.exclude(role__in=ROOT_GROUP)
 
     def for_entity(self, entity_slug, user_model):
+        """
+        Parameters
+        ----------
+        entity_slug : str
+            The slug identifier for the entity.
+        user_model : UserModel
+            The user model instance to use for filtering.
+
+        Returns
+        -------
+        AccountModelQuerySet
+            A Django QuerySet filtered by the specified entity and user permissions, ordered by 'code'.
+        """
         if isinstance(self, lazy_loader.get_entity_model()):
             return self.filter(
                 Q(coa_model__entity=entity_slug) &
@@ -169,6 +231,16 @@ def for_entity(self, entity_slug, user_model):
         ).order_by('code')
 
     def gb_bs_role(self):
+        """
+        Groups accounts by Balance Sheet Bucket and then further groups them by role.
+
+        Returns
+        -------
+            List[Tuple]
+                A list where each element is a tuple. The first element of the tuple is the BS bucket,
+                and the second element is a list of tuples where each sub-tuple contains a role display
+                and a list of accounts that fall into that role within the BS bucket.
+        """
         accounts_gb = list((r, list(gb)) for r, gb in groupby(self, key=lambda acc: acc.get_bs_bucket()))
         return [
             (bsr, [
@@ -177,9 +249,26 @@ def gb_bs_role(self):
         ]
 
     def is_role_default(self):
+        """
+        Filter the queryset to include only entries where `role_default`
+        is set to True, excluding entries marked as 'coa_root'.
+
+        Returns
+        -------
+        AccountModelQuerySet
+            Filtered queryset with `role_default` set to True and excluding 'coa_root' entries.
+        """
         return self.not_coa_root().filter(role_default=True)
 
     def can_transact(self):
+        """
+        Filter the queryset to include only accounts that can accept new transactions.
+
+        Returns
+        -------
+        QuerySet
+            A QuerySet containing the filtered results.
+        """
         return self.filter(
             Q(locked=False) & Q(active=True)
         )
@@ -193,14 +282,34 @@ class AccountModelManager(MP_NodeManager):
 
     def get_queryset(self) -> AccountModelQuerySet:
         """
-        Sets the custom queryset as the default.
+        Retrieve and return athe default AccountModel QuerySet.
+
+        The query set is ordered by the 'path' field and uses 'select_related' to reduce the number of database queries
+        by retrieving the related 'coa_model'.
+
+        Returns
+        -------
+        AccountModelQuerySet
+            An instance of AccountModelQuerySet ordered by 'path' and prefetching related 'coa_model'.
         """
         return AccountModelQuerySet(
             self.model,
             using=self._db
         ).order_by('path').select_related('coa_model')
 
-    def for_user(self, user_model):
+    def for_user(self, user_model) -> AccountModelQuerySet:
+        """
+        Parameters
+        ----------
+        user_model : UserModel
+            The user model instance to use for filtering.
+
+        Returns
+        -------
+        AccountModelQuerySet
+            The filtered queryset based on the user's permissions. Superusers get the complete queryset whereas other
+            users get a filtered queryset based on their role as admin or manager in the entity.
+        """
         qs = self.get_queryset()
         if user_model.is_superuser:
             return qs
@@ -210,32 +319,33 @@ def for_user(self, user_model):
         )
 
     # todo: search for uses and pass EntityModel whenever possible.
-    def for_entity(self,
-                   user_model,
-                   entity_slug,
-                   coa_slug: Optional[str] = None,
-                   select_coa_model: bool = True) -> AccountModelQuerySet:
+    def for_entity(
+            self,
+            user_model,
+            entity_slug,
+            coa_slug: Optional[str] = None,
+            select_coa_model: bool = True
+    ) -> AccountModelQuerySet:
         """
-        Ensures that only accounts associated with the given EntityModel are returned.
+        Retrieves accounts associated with the specified EntityModel.
 
         Parameters
         ----------
-        entity_slug: EntityModel or str
-            The EntityModel or EntityModel slug to pull accounts from. If slug is passed and coa_slug is None will
-            result in an additional Database query to determine the default code of accounts.
-        coa_slug: str
-            Explicitly specify which chart of accounts to use. If None, will pull default Chart of Accounts.
-            Discussed in detail in the CoA Model CoA slug,  basically helps in identifying the complete Chart of
-            Accounts for a particular EntityModel.
-        user_model:
+        user_model: User
             The Django User Model making the request to check for permissions.
-        select_coa_model: bool
-            Pre fetches the CoA Model information in the QuerySet. Defaults to True.
+        entity_slug: Union[EntityModel, str]
+            The EntityModel instance or its slug to filter accounts by. If a slug is provided and `coa_slug` is None,
+            an additional
+            database query will be executed to determine the default Chart of Accounts.
+        coa_slug: Optional[str], default=None
+            The slug of the specific Chart of Accounts to use. If None, the default Chart of Accounts is selected.
+        select_coa_model: bool, default=True
+            If True, prefetches the CoA Model information in the QuerySet.
 
         Returns
         -------
         AccountModelQuerySet
-            A QuerySet of all requested EntityModel Chart of Accounts.
+            A QuerySet containing accounts associated with the specified EntityModel and Chart of Accounts.
         """
         qs = self.for_user(user_model)
         if select_coa_model:
@@ -256,26 +366,28 @@ def for_entity(self,
 
     def for_entity_available(self, user_model, entity_slug, coa_slug: Optional[str] = None) -> AccountModelQuerySet:
         """
-        Convenience method to pull only available and unlocked AccountModels for a specific EntityModel.
+        Retrieve available and unlocked AccountModels for a specific EntityModel.
+
+        This method filters AccountModels associated with the specified EntityModel
+        that are active, not locked, and have an active Chart of Accounts.
 
         Parameters
         ----------
-        entity_slug: EntityModel or str
-            The EntityModel or EntityModel slug to pull accounts from. If slug is passed and coa_slug is None will
-            result in an additional Database query to determine the default code of accounts.
+        user_model: User
+            The Django User Model instance making the request, used to validate permissions.
 
-        coa_slug: str
-            Explicitly specify which chart of accounts to use. If None, will pull default Chart of Accounts.
-            Discussed in detail in the CoA Model CoA slug,  basically helps in identifying the complete Chart of
-            Accounts for a particular EntityModel.
+        entity_slug: EntityModel or str
+            The EntityModel instance or its slug to pull accounts from. If entity_slug is passed
+            and coa_slug is None, an additional database query will be performed to determine
+            the default Chart of Accounts.
 
-        user_model:
-            The Django User Model making the request to check for permissions.
+        coa_slug: str, optional
+            The specific Chart of Accounts to use. If None, the default Chart of Accounts will be pulled.
 
         Returns
         -------
         AccountModelQuerySet
-            A QuerySet of all requested EntityModel Chart of Accounts.
+            A QuerySet containing available and unlocked AccountModels for the specified EntityModel and Chart of Accounts.
         """
         qs = self.for_entity(
             user_model=user_model,
@@ -289,24 +401,27 @@ def for_entity_available(self, user_model, entity_slug, coa_slug: Optional[str]
 
     def with_roles(self, roles: Union[list, str], entity_slug, user_model) -> AccountModelQuerySet:
         """
-        This method is used to make query of accounts with a certain role. For instance, the fixed assets like
-        Buildings have all been assigned the role of  "asset_ppe_build" role is basically an aggregation of the
-        accounts under a similar category. So, to query the list of all accounts under the role "asset_ppe_build",
-        we can use this function.
+        Retrieve accounts based on specific roles.
+
+        This method filters accounts associated with a given role or a list of roles. For example, if you need to
+        find all accounts under the "asset_ppe_build" role, which includes all buildings fixed assets, this method
+        can be used.
 
         Parameters
         ----------
         entity_slug: EntityModel or str
-            The EntityModel or EntityModel slug to pull accounts from. If slug is passed and coa_slug is None will
-            result in an additional Database query to determine the default code of accounts.
-        user_model
-            The Django User Model making the request to check for permissions.
+            The EntityModel instance or its slug to fetch accounts from. If only the slug is provided and coa_slug is
+            not specified, an additional database query will be performed to determine the default chart of accounts.
+        user_model: User
+            The Django User model instance making the request to ensure appropriate permissions are checked.
         roles: list or str
-            Function accepts a single str instance of a role or a list of roles. For a list of roles , refer io.roles.py
+            Accepts either a single role as a string or a list of roles. Refer to io.roles.py for a comprehensive
+            list of roles.
+
         Returns
         -------
         AccountModelQuerySet
-            Returns a QuerySet filtered by user-provided list of Roles.
+            A QuerySet of accounts filtered by the specified roles.
         """
         roles = validate_roles(roles)
         if isinstance(roles, str):
@@ -319,27 +434,26 @@ def with_roles_available(self, roles: Union[list, str],
                              user_model,
                              coa_slug: Optional[str]) -> AccountModelQuerySet:
         """
-        Convenience method to pull only available and unlocked AccountModels for a specific EntityModel and for a
-        specific list of roles.
+        Retrieve available and unlocked AccountModels for a specified EntityModel and list of roles.
 
         Parameters
         ----------
-        entity_slug: EntityModel or str
-            The EntityModel or EntityModel slug to pull accounts from. If slug is passed and coa_slug is None will
-            result in an additional Database query to determine the default code of accounts.
-        coa_slug: str
-            Explicitly specify which chart of accounts to use. If None, will pull default Chart of Accounts.
-            Discussed in detail in the CoA Model CoA slug,  basically helps in identifying the complete Chart of
-            Accounts for a particular EntityModel.
-        user_model:
-            The Django User Model making the request to check for permissions.
-        roles: list or str
-            Function accepts a single str instance of a role or a list of roles. For a list of roles , refer io.roles.py
+        roles : Union[list, str]
+            A single role as a string or a list of roles.
+        entity_slug : Union[str, 'EntityModel']
+            The EntityModel object or its slug. If a slug is provided and `coa_slug` is None, an additional
+            database query will be executed to fetch the default Chart of Accounts.
+        user_model : 'UserModel'
+            The Django UserModel instance making the request, used to check permissions.
+        coa_slug : Optional[str], default None
+            The specific Chart of Accounts slug. If None, the default Chart of Accounts will be used.
+            This parameter assists in identifying the complete Chart of Accounts for the EntityModel.
 
         Returns
         -------
         AccountModelQuerySet
-            A QuerySet of all requested EntityModel Chart of Accounts.
+            A QuerySet containing available and unlocked AccountModel instances for the specified
+            EntityModel and roles.
         """
 
         if isinstance(roles, str):
@@ -350,53 +464,53 @@ def with_roles_available(self, roles: Union[list, str],
 
     def coa_roots(self, user_model, entity_slug, coa_slug) -> AccountModelQuerySet:
         """
-        Fetches the Code of Account Root Accounts.
+        Retrieves the root accounts of a specified Code of Accounts (CoA).
 
         Parameters
         ----------
-        entity_slug: EntityModel or str
-            The EntityModel or EntityModel slug to pull accounts from. If slug is passed and coa_slug is None will
-            result in an additional Database query to determine the default code of accounts.
-        coa_slug: str
-            Explicitly specify which chart of accounts to use. If None, will pull default Chart of Accounts.
-            Discussed in detail in the CoA Model CoA slug,  basically helps in identifying the complete Chart of
-            Accounts for a particular EntityModel.
-        user_model:
-            The Django User Model making the request to check for permissions.
+        user_model: object
+            The Django User model instance requesting the data, used for permission checking.
+        entity_slug: Union[EntityModel, str]
+            The entity or its slug from which to fetch accounts. If a slug is provided and `coa_slug` is None,
+            an additional database query is performed to determine the default Code of Accounts.
+        coa_slug: Optional[str]
+            The specific chart of accounts to retrieve. If None, the default chart of accounts for the entity
+            will be used. This is crucial for identifying the complete set of accounts for a given entity.
 
         Returns
         -------
-
+        AccountModelQuerySet
+            A queryset of root accounts for the specified Code of Accounts.
         """
         qs = self.for_entity(user_model=user_model, entity_slug=entity_slug, coa_slug=coa_slug)
         return qs.is_coa_root()
 
     def for_invoice(self, user_model, entity_slug: str, coa_slug: Optional[str] = None) -> AccountModelQuerySet:
         """
-        Convenience method to pull only available and unlocked AccountModels for a specific EntityModel relevant only
-        for creating and management of Invoices. See :func:`GROUP_INVOICE <django_ledger.io.roles.GROUP_INVOICE>`.
+        Retrieves available and unlocked AccountModels for a specific EntityModel, specifically for the creation
+        and management of Invoices.
 
-        Roles in GROUP_INVOICE: ASSET_CA_CASH, ASSET_CA_RECEIVABLES, LIABILITY_CL_DEFERRED_REVENUE.
+        This method ensures that only relevant accounts are pulled, as defined under the roles in `GROUP_INVOICE`.
+        These roles include: ASSET_CA_CASH, ASSET_CA_RECEIVABLES, and LIABILITY_CL_DEFERRED_REVENUE.
 
         Parameters
-        __________
-
-        entity_slug: EntityModel or str
-            The EntityModel or EntityModel slug to pull accounts from. If slug is passed and coa_slug is None will
-            result in an additional Database query to determine the default code of accounts.
+        ----------
+        user_model: User
+            The Django User Model instance requesting access. It is used to check the necessary permissions.
 
-        coa_slug: str
-            Explicitly specify which chart of accounts to use. If None, will pull default Chart of Accounts.
-            Discussed in detail in the CoA Model CoA slug,  basically helps in identifying the complete Chart of
-            Accounts for a particular EntityModel.
+        entity_slug: Union[EntityModel, str]
+            Specifies the EntityModel or its slug to pull accounts from. If a slug is provided and `coa_slug` is `None`,
+            the method will perform an additional database query to determine the default chart of accounts.
 
-        user_model:
-            The Django User Model making the request to check for permissions.
+        coa_slug: Optional[str], default=None
+            Explicitly specifies which chart of accounts to use. If `None`, the method will default to using
+            the EntityModel's default chart of accounts.
 
         Returns
-        _______
+        -------
         AccountModelQuerySet
-            A QuerySet of all requested EntityModel Chart of Accounts.
+            A QuerySet containing the AccountModels relevant for the specified EntityModel and the roles defined
+            in `GROUP_INVOICE`.
         """
         qs = self.for_entity_available(
             user_model=user_model,
@@ -406,30 +520,26 @@ def for_invoice(self, user_model, entity_slug: str, coa_slug: Optional[str] = No
 
     def for_bill(self, user_model, entity_slug, coa_slug: Optional[str] = None) -> AccountModelQuerySet:
         """
-        Convenience method to pull only available and unlocked AccountModels for a specific EntityModel relevant only
-        for creating and management of Bills. See :func:`GROUP_BILL <django_ledger.io.roles.GROUP_BILL>`.
-
-        Roles in GROUP_BILL: ASSET_CA_CASH, ASSET_CA_PREPAID, LIABILITY_CL_ACC_PAYABLE.
+        Retrieves only available and unlocked AccountModels for a specific EntityModel,
+        specifically for the creation and management of Bills. Roles within the 'GROUP_BILL'
+        context include: ASSET_CA_CASH, ASSET_CA_PREPAID, and LIABILITY_CL_ACC_PAYABLE.
 
         Parameters
-        __________
-
-        entity_slug: EntityModel or str
-            The EntityModel or EntityModel slug to pull accounts from. If slug is passed and coa_slug is None will
-            result in an additional Database query to determine the default code of accounts.
+        ----------
+        user_model : Django User Model
+            The Django User Model that is making the request, used to check for permissions.
 
-        coa_slug: str
-            Explicitly specify which chart of accounts to use. If None, will pull default Chart of Accounts.
-            Discussed in detail in the CoA Model CoA slug,  basically helps in identifying the complete Chart of
-            Accounts for a particular EntityModel.
+        entity_slug : Union[EntityModel, str]
+            The EntityModel or EntityModel slug from which to pull accounts. If given a slug and coa_slug
+            is None, an additional database query will be made to determine the default chart of accounts.
 
-        user_model:
-            The Django User Model making the request to check for permissions.
+        coa_slug : Optional[str]
+            The specific chart of accounts to use. If None, it will default to the EntityModel's default chart of accounts.
 
         Returns
-        _______
+        -------
         AccountModelQuerySet
-            A QuerySet of all requested EntityModel Chart of Accounts.
+            A QuerySet of the requested EntityModel's chart of accounts.
         """
         qs = self.for_entity_available(
             user_model=user_model,
@@ -444,42 +554,33 @@ def account_code_validator(value: str):
 
 
 class AccountModelAbstract(MP_Node, CreateUpdateMixIn):
-    """ AccountModelAbstract
-
+    """
     Abstract class representing an Account Model.
 
     Attributes
     ----------
     BALANCE_TYPE : list
-        List of choices for the balance type of the account.
-
+        List of choices for the balance type of the account. Options include 'Credit' and 'Debit'.
     uuid : UUIDField
-        UUID field representing the primary key of the account.
-
+        Unique identifier for each account instance.
     code : CharField
-        CharField representing the account code.
-
+        Code representing the account, constrained by length and specific validation rules.
     name : CharField
-        CharField representing the account name.
-
+        Name of the account, constrained by length.
     role : CharField
-        CharField representing the account role.
-
+        Role associated with the account, with specific predefined choices.
     role_default : BooleanField
-        BooleanField representing whether the account is a default account for the role.
-
+        Flag indicating if this account is the default for its role.
     balance_type : CharField
-        CharField representing the balance type of the account. Must be 'debit' or 'credit'.
-
+        Type of balance the account holds, must be either 'debit' or 'credit'.
     locked : BooleanField
-        BooleanField representing whether the account is locked.
-
+        Indicates whether the account is locked.
     active : BooleanField
-        BooleanField representing whether the account is active.
-
+        Indicates whether the account is active.
     coa_model : ForeignKey
-        ForeignKey representing the associated ChartOfAccountModel.
+        Reference to the associated ChartOfAccountModel.
     """
+
     BALANCE_TYPE = [
         (CREDIT, _('Credit')),
         (DEBIT, _('Debit'))
@@ -537,30 +638,33 @@ def create_account(cls,
                        active: bool = False,
                        **kwargs):
         """
-        Convenience Method to Create a new Account Model. This is the preferred method to create new Accounts in order
-        to properly handle parent/child relationships between models.
+        Create a new AccountModel instance, managing parent/child relationships properly.
+
+        This convenience method ensures correct creation of new accounts, handling the intricate logic needed for
+        maintaining hierarchical relationships between accounts.
 
         Parameters
         ----------
-        name: str
-            The name of the new Entity.
-        role: str
-            Account role.
-        balance_type: str
-            Account Balance Type. Must be 'debit' or 'credit'.
-        is_role_default: bool
-            If True, assigns account as default for role. Only once default account per role is permitted.
-        locked: bool
-            Marks account as Locked. Defaults to False.
-        active: bool
-            Marks account as Active. Defaults to True.
-
+        name : str
+            Name of the new account entity.
+        role : str
+            Role assigned to the account.
+        balance_type : str
+            Type of balance associated with the account. Must be either 'debit' or 'credit'.
+        is_role_default : bool, optional
+            Indicates if the account should be the default for its role. Only one default account per role is allowed.
+            Defaults to False.
+        locked : bool, optional
+            Flags the account as locked. Defaults to False.
+        active : bool, optional
+            Flags the account as active. Defaults to True.
+        **kwargs : dict, optional
+            Additional attributes for account creation.
 
         Returns
         -------
         AccountModel
-            The newly created AccountModel instance.
-
+            The newly created `AccountModel` instance.
         """
         account_model = cls(
             name=name,
@@ -578,25 +682,35 @@ def create_account(cls,
     @property
     def role_bs(self) -> str:
         """
-        The principal role of the account on the balance sheet.
-        Options are:
-        * asset
-        * liability
-        * equity
+        Returns the principal role of the account on the balance sheet.
+
+        The principal role can be one of the following:
+        - 'asset'
+        - 'liability'
+        - 'equity'
 
         Returns
         -------
         str
-            A String representing the principal role of the account on the balance sheet.
+            A string representing the principal role of the account on the balance sheet.
         """
         return BS_ROLES.get(self.role)
 
     def is_root_account(self):
+        """
+        Checks if the current user's role belongs to the ROOT_GROUP.
+
+        Returns
+        -------
+        bool
+            True if the role is in the ROOT_GROUP, False otherwise
+        """
         return self.role in ROOT_GROUP
 
     def is_debit(self) -> bool:
         """
-        Checks if the account has a DEBIT balance.
+        Checks if the account has a DEBIT balance type.
+
         Returns
         -------
         bool
@@ -606,7 +720,8 @@ def is_debit(self) -> bool:
 
     def is_credit(self):
         """
-        Checks if the account has a CREDIT balance.
+        Checks if the Account Model has a CREDIT balance type.
+
         Returns
         -------
         bool
@@ -615,43 +730,156 @@ def is_credit(self):
         return self.balance_type == CREDIT
 
     def is_coa_root(self):
+        """
+        Check if the current Account Model role is 'ROOT_COA'.
+
+        Returns
+        -------
+        bool
+            True if the role is 'ROOT_COA', False otherwise.
+        """
         return self.role == ROOT_COA
 
     def is_asset(self) -> bool:
+        """
+        Determines if the current Account Model role of the instance is considered an asset.
+
+        Returns
+        -------
+        bool
+            True if the role is part of the GROUP_ASSETS, False otherwise.
+        """
         return self.role in GROUP_ASSETS
 
     def is_liability(self) -> bool:
+        """
+        Determines if the current Account Model role is considered a liability.
+
+        Returns
+        -------
+        bool
+            True if the role is part of GROUP_LIABILITIES, otherwise False.
+        """
         return self.role in GROUP_LIABILITIES
 
     def is_capital(self) -> bool:
+        """
+        Checks if the current Account Model role is in the capital group.
+
+        Returns
+        -------
+        bool
+            True if the role is in GROUP_CAPITAL, otherwise False.
+        """
         return self.role in GROUP_CAPITAL
 
     def is_income(self) -> bool:
+        """
+        Determines whether the current Account Model role belongs to the income group.
+
+        Parameters
+        ----------
+        self : object
+            The instance of the class containing attribute 'role'.
+
+        Returns
+        -------
+        bool
+            True if the role is in the GROUP_INCOME list, False otherwise.
+        """
         return self.role in GROUP_INCOME
 
     def is_cogs(self) -> bool:
+        """
+        Determines if the role of the object is part of the GROUP_COGS.
+
+        Returns
+        -------
+        bool
+            True if the object's role is part of the GROUP_COGS, False otherwise.
+        """
         return self.role in GROUP_COGS
 
     def is_expense(self) -> bool:
+        """
+        Checks if the current Account Model `role` is categorized under `GROUP_EXPENSES`.
+
+        Parameters
+        ----------
+        None
+
+        Returns
+        -------
+        bool
+            True if `role` is in `GROUP_EXPENSES`, otherwise False.
+        """
         return self.role in GROUP_EXPENSES
 
     def is_active(self) -> bool:
+        """
+        Determines if the current instance is active.
+
+        Returns
+        -------
+        bool
+            True if the instance is active, otherwise False
+        """
         return self.active is True
 
     def is_locked(self) -> bool:
+        """
+        Determines if the current object is locked.
+
+        Returns
+        -------
+        bool
+            True if the object is locked, False otherwise.
+
+        """
         return self.locked is True
 
     def can_activate(self):
+        """
+        Determines if the object can be activated.
+
+        Returns
+        -------
+        bool
+            True if the object is inactive, otherwise False.
+        """
         return all([
             self.active is False
         ])
 
     def can_deactivate(self):
+        """
+        Determine if the object can be deactivated.
+
+        Checks if the `active` attribute is set to `True`.
+
+        Returns
+        -------
+        bool
+            True if the object is currently active and can be deactivated, otherwise False.
+        """
         return all([
             self.active is True
         ])
 
     def activate(self, commit: bool = True, raise_exception: bool = True, **kwargs):
+        """
+        Checks if the Account Model instance can be activated, then Activates the AccountModel instance.
+        Raises exception if AccountModel cannot be activated.
+
+        Parameters
+        ----------
+        commit : bool, optional
+            If True, commit the changes to the database by calling the save method.
+        raise_exception : bool, optional
+            If True, raises an AccountModelValidationError if the account cannot be activated.
+        kwargs : dict
+            Additional parameters that can be passed for further customization.
+        """
         if not self.can_activate():
             if raise_exception:
                 raise AccountModelValidationError(
@@ -666,6 +894,19 @@ def activate(self, commit: bool = True, raise_exception: bool = True, **kwargs):
             ])
 
     def deactivate(self, commit: bool = True, raise_exception: bool = True, **kwargs):
+        """
+        Checks if the Account Model instance can be de-activated, then De-activates the AccountModel instance.
+        Raises exception if AccountModel cannot be de-activated.
+
+        Parameters
+        ----------
+        commit : bool, optional
+            If True, commit the changes to the database by calling the save method.
+        raise_exception : bool, optional
+            If True, raises an AccountModelValidationError if the account cannot be activated.
+        kwargs : dict
+            Additional parameters that can be passed for further customization.
+        """
         if not self.can_deactivate():
             if raise_exception:
                 raise AccountModelValidationError(
@@ -674,12 +915,26 @@ def deactivate(self, commit: bool = True, raise_exception: bool = True, **kwargs
             return
         self.active = False
         if commit:
-            self.save(update_fields=[
-                'active',
-                'updated'
-            ])
+            self.save(
+                update_fields=[
+                    'active',
+                    'updated'
+                ])
 
     def can_transact(self) -> bool:
+        """
+        Determines if a transaction can be performed based on multiple conditions.
+
+        Returns
+        -------
+        bool
+            True if all conditions are met, enabling a transaction; False otherwise.
+
+        Conditions:
+        1. The chart of accounts (coa_model) must be active.
+        2. The entity must not be locked.
+        3. The entity itself must be active.
+        """
         return all([
             self.coa_model.is_active(),
             not self.is_locked(),
@@ -687,7 +942,25 @@ def can_transact(self) -> bool:
         ])
 
     def get_code_prefix(self) -> str:
+        """
+        Returns the code prefix based on the account type.
 
+        This method determines the account type by calling the respective
+        account type methods and returns the corresponding code prefix based on Accounting best practices..
+
+        Returns
+        -------
+        str
+            The code prefix for the account type. The possible values are:
+            '1' for assets, '2' for liabilities, '3' for capital,
+            '4' for income, '5' for cost of goods sold (COGS),
+            '6' for expenses.
+
+        Raises
+        ------
+        AccountModelValidationError
+            If the account role does not match any of the predefined categories.
+        """
         if self.is_asset():
             return '1'
         elif self.is_liability():
@@ -703,6 +976,19 @@ def get_code_prefix(self) -> str:
         raise AccountModelValidationError(f'Invalid role match for role {self.role}...')
 
     def get_root_role(self) -> str:
+        """
+        Returns the root role corresponding to the account type.
+
+        Returns
+        -------
+        str
+            The root role corresponding to the account type.
+
+        Raises
+        ------
+        AccountModelValidationError
+            If no valid role match is found for the account's role.
+        """
         if self.is_asset():
             return ROOT_ASSETS
         elif self.is_liability():
@@ -720,10 +1006,23 @@ def get_root_role(self) -> str:
         raise AccountModelValidationError(f'Invalid role match for role {self.role}...')
 
     def get_account_move_choice_queryset(self):
+        """
+        Retrieves a filtered queryset of account models that the current Account Model instance
+        can be a child of.
+
+        The queryset is filtered based on the specified role and its hierarchical parent roles.
+        Account models with a UUID matching the current instance's UUID are excluded from the results.
+
+        Returns
+        -------
+        QuerySet
+            A filtered set of account models suitable for moving the current instance under.
+        """
         return self.coa_model.accountmodel_set.filter(
             role__in=[
                 self.role,
-                self.get_root_role()
+                self.get_root_role(),
+                *VALID_PARENTS.get(self.role, [])
             ],
         ).exclude(uuid__exact=self.uuid)
 
@@ -731,12 +1030,41 @@ def get_bs_bucket(self) -> str:
         return BS_BUCKETS[self.get_code_prefix()]
 
     def is_indented(self):
+        """
+        Check if the current depth level is greater than 2.
+
+        Returns
+        -------
+        bool
+            True if the depth is greater than 2, False otherwise.
+        """
         return self.depth > 2
 
     def get_html_pixel_indent(self):
+        """
+        Calculates the pixel indentation for HTML elements based on the depth attribute for UI purposes
+
+        Returns
+        -------
+        str
+            The calculated pixel indentation as a string with 'px' suffix.
+        """
         return f'{(self.depth - 2) * 40}px'
 
     def generate_random_code(self):
+        """
+        Generates a random code for the account adding a prefix 1-6 depending on account role.
+
+        Raises
+        ------
+        AccountModelValidationError
+            If the account role is not assigned before code generation.
+
+        Returns
+        -------
+        str
+            A randomly generated code prefixed with a role-based prefix.
+        """
         if not self.role:
             raise AccountModelValidationError('Must assign account role before generate random code')
 
@@ -755,7 +1083,6 @@ def get_absolute_url(self):
         )
 
     def clean(self):
-
         if not self.code and DJANGO_LEDGER_ACCOUNT_CODE_GENERATE:
             self.code = self.generate_random_code()
 
diff --git a/django_ledger/models/entity.py b/django_ledger/models/entity.py
index d4691904..32c3b092 100644
--- a/django_ledger/models/entity.py
+++ b/django_ledger/models/entity.py
@@ -1292,12 +1292,19 @@ def get_coa_accounts(self,
         """
 
         if not coa_model:
-            account_model_qs = self.default_coa.accountmodel_set.all().select_related(
-                'coa_model', 'coa_model__entity').not_coa_root()
-        else:
+            coa_model = self.default_coa
+        elif isinstance(coa_model, UUID):
+            coa_model = self.chartofaccountmodel_set.get(uuid__exact=coa_model)
+        elif isinstance(coa_model, str):
+            coa_model = self.chartofaccountmodel_set.get(slug__exact=coa_model)
+        elif isinstance(coa_model, ChartOfAccountModel):
             self.validate_chart_of_accounts_for_entity(coa_model=coa_model)
-            account_model_qs = coa_model.accountmodel_set.select_related(
-                'coa_model', 'coa_model__entity').not_coa_root()
+        else:
+            raise EntityModelValidationError(
+                f'CoA Model {coa_model} must be an instance of ChartOfAccountModel, UUID, str or None.'
+            )
+
+        account_model_qs = coa_model.accountmodel_set.select_related('coa_model', 'coa_model__entity').not_coa_root()
 
         if active:
             account_model_qs = account_model_qs.active()
diff --git a/django_ledger/report/cash_flow_statement.py b/django_ledger/report/cash_flow_statement.py
index 90c47ede..702f63f1 100644
--- a/django_ledger/report/cash_flow_statement.py
+++ b/django_ledger/report/cash_flow_statement.py
@@ -1,7 +1,7 @@
 from datetime import datetime, date
 from typing import Optional, Dict, Union
 
-from django_ledger.io.io_digest import IODigestContextManager
+from django_ledger.io.io_context import IODigestContextManager
 from django_ledger.report.core import BaseReportSupport, PDFReportValidationError
 from django_ledger.settings import DJANGO_LEDGER_CURRENCY_SYMBOL
 from django_ledger.templatetags.django_ledger import currency_format
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diff --git a/docker-compose.yml b/docker-compose.yml
index 5718425c..e3029855 100644
--- a/docker-compose.yml
+++ b/docker-compose.yml
@@ -1,4 +1,3 @@
-version: '3'
 services:
   web:
     build:
diff --git a/notebooks/DjangoCon2024.ipynb b/notebooks/DjangoCon2024.ipynb
new file mode 100644
index 00000000..1cafd83e
--- /dev/null
+++ b/notebooks/DjangoCon2024.ipynb
@@ -0,0 +1,1081 @@
+{
+ "cells": [
+  {
+   "cell_type": "code",
+   "metadata": {
+    "tags": []
+   },
+   "source": [
+    "import os\n",
+    "from datetime import date, datetime\n",
+    "from zoneinfo import ZoneInfo\n",
+    "from typing import List, Dict, Tuple, Optional, Union\n",
+    "from decimal import Decimal\n",
+    "\n",
+    "import django\n",
+    "# for easier visualization it is recommended to use pandas to render data...\n",
+    "# if pandas is not installed, you may install it with this command: pip install -U pandas\n",
+    "# pandas is not a dependency of django_ledger...\n",
+    "import pandas as pd\n",
+    "\n",
+    "# Set your django settings module if needed...\n",
+    "os.environ['DJANGO_SETTINGS_MODULE'] = 'dev_env.settings'\n",
+    "\n",
+    "# if using jupyter notebook need to set DJANGO_ALLOW_ASYNC_UNSAFE as \"true\"\n",
+    "os.environ['DJANGO_ALLOW_ASYNC_UNSAFE'] = 'true'\n",
+    "\n",
+    "# change your working directory as needed...\n",
+    "os.chdir('../')\n",
+    "\n",
+    "django.setup()\n",
+    "\n",
+    "from django_ledger.models.entity import EntityModel\n",
+    "from django.contrib.auth import get_user_model\n",
+    "from django_ledger.io import roles"
+   ],
+   "outputs": [],
+   "execution_count": null
+  },
+  {
+   "cell_type": "markdown",
+   "metadata": {},
+   "source": [
+    "# Get Your Entity Administrator UserModel"
+   ]
+  },
+  {
+   "cell_type": "code",
+   "metadata": {
+    "tags": []
+   },
+   "source": [
+    "# change this to your preferred django username...\n",
+    "MY_USERNAME = 'ceo_user'\n",
+    "MY_PASSWORD = 'NeverUseMe|VeryInsecure!'\n",
+    "UserModel = get_user_model()\n",
+    "\n",
+    "try:\n",
+    "    user_model = UserModel.objects.get(username__exact=MY_USERNAME)\n",
+    "except:\n",
+    "    user_model = UserModel(username=MY_USERNAME)\n",
+    "    user_model.set_password(MY_PASSWORD)\n",
+    "    user_model.save()"
+   ],
+   "outputs": [],
+   "execution_count": null
+  },
+  {
+   "cell_type": "markdown",
+   "metadata": {},
+   "source": "# Get or Create an Entity Model"
+  },
+  {
+   "cell_type": "code",
+   "metadata": {
+    "tags": []
+   },
+   "source": [
+    "from django_ledger.models.entity import EntityModel\n",
+    "\n",
+    "ENTITY_NAME = 'One Big Company, LLC'\n",
+    "\n",
+    "entity_model = EntityModel.create_entity(\n",
+    "    name=ENTITY_NAME,\n",
+    "    admin=user_model,\n",
+    "    use_accrual_method=True,\n",
+    "    fy_start_month=1\n",
+    ")\n",
+    "\n",
+    "entity_model"
+   ],
+   "outputs": [],
+   "execution_count": null
+  },
+  {
+   "cell_type": "markdown",
+   "metadata": {},
+   "source": [
+    "# Chart of Accounts"
+   ]
+  },
+  {
+   "cell_type": "markdown",
+   "metadata": {},
+   "source": [
+    "## Create a Default Chart of Accounts\n",
+    "- Newly created EntityModel do not have a default Code of Accounts yet."
+   ]
+  },
+  {
+   "cell_type": "code",
+   "metadata": {
+    "tags": []
+   },
+   "source": [
+    "entity_model.has_default_coa()"
+   ],
+   "outputs": [],
+   "execution_count": null
+  },
+  {
+   "cell_type": "code",
+   "metadata": {
+    "tags": []
+   },
+   "source": [
+    "default_coa_model = entity_model.create_chart_of_accounts(\n",
+    "    assign_as_default=True,\n",
+    "    commit=True,\n",
+    "    coa_name='My QuickStart CoA'\n",
+    ")\n",
+    "\n",
+    "default_coa_model"
+   ],
+   "outputs": [],
+   "execution_count": null
+  },
+  {
+   "cell_type": "code",
+   "metadata": {
+    "tags": []
+   },
+   "source": [
+    "default_coa_model"
+   ],
+   "outputs": [],
+   "execution_count": null
+  },
+  {
+   "cell_type": "code",
+   "metadata": {
+    "collapsed": false
+   },
+   "source": [
+    "entity_model.default_coa == default_coa_model"
+   ],
+   "outputs": [],
+   "execution_count": null
+  },
+  {
+   "cell_type": "markdown",
+   "metadata": {},
+   "source": [
+    "# Populate Entity with Random Data (Optional)"
+   ]
+  },
+  {
+   "cell_type": "markdown",
+   "metadata": {},
+   "source": [
+    "### Define a Start Date for Transactions"
+   ]
+  },
+  {
+   "cell_type": "code",
+   "metadata": {
+    "tags": []
+   },
+   "source": [
+    "START_DTTM = datetime(year=2022, month=10, day=1, tzinfo=ZoneInfo('UTC'))"
+   ],
+   "outputs": [],
+   "execution_count": null
+  },
+  {
+   "cell_type": "markdown",
+   "metadata": {
+    "collapsed": false
+   },
+   "source": [
+    "- This action will populate the EntityModel with random data.\n",
+    "- It will populate a Code of Accounts using a default pre-defined list.\n",
+    "- This approach is for illustration, educational and testing purposes, not encouraged for new production entities."
+   ]
+  },
+  {
+   "cell_type": "code",
+   "metadata": {
+    "tags": []
+   },
+   "source": [
+    "entity_model.populate_random_data(start_date=START_DTTM)"
+   ],
+   "outputs": [],
+   "execution_count": null
+  },
+  {
+   "cell_type": "markdown",
+   "metadata": {},
+   "source": [
+    "### EntityModel has now a Default Chart of Accounts"
+   ]
+  },
+  {
+   "cell_type": "code",
+   "metadata": {
+    "tags": []
+   },
+   "source": [
+    "entity_model.has_default_coa()"
+   ],
+   "outputs": [],
+   "execution_count": null
+  },
+  {
+   "cell_type": "code",
+   "metadata": {
+    "tags": []
+   },
+   "source": [
+    "default_coa_model = entity_model.get_default_coa()\n",
+    "default_coa_model"
+   ],
+   "outputs": [],
+   "execution_count": null
+  },
+  {
+   "cell_type": "markdown",
+   "metadata": {},
+   "source": [
+    "# Chart of Accounts (CoA)\n",
+    "- A Chart of Accounts is a user-defined list of accounts. \n",
+    "- Each Entity Model must have at least one default Chart of Accounts."
+   ]
+  },
+  {
+   "cell_type": "markdown",
+   "metadata": {},
+   "source": [
+    "## Django Ledger support multiple chart of accounts."
+   ]
+  },
+  {
+   "cell_type": "code",
+   "metadata": {
+    "tags": []
+   },
+   "source": [
+    "another_coa_model = entity_model.create_chart_of_accounts(\n",
+    "    assign_as_default=False,\n",
+    "    commit=True,\n",
+    "    coa_name='My Empty Chart of Accounts'\n",
+    ")"
+   ],
+   "outputs": [],
+   "execution_count": null
+  },
+  {
+   "cell_type": "code",
+   "metadata": {
+    "collapsed": false
+   },
+   "source": [
+    "another_coa_model"
+   ],
+   "outputs": [],
+   "execution_count": null
+  },
+  {
+   "cell_type": "markdown",
+   "metadata": {},
+   "source": [
+    "# Accounts"
+   ]
+  },
+  {
+   "cell_type": "markdown",
+   "metadata": {
+    "collapsed": false
+   },
+   "source": [
+    "## Default CoA Accounts"
+   ]
+  },
+  {
+   "cell_type": "code",
+   "metadata": {
+    "tags": []
+   },
+   "source": [
+    "default_coa_accounts_qs = entity_model.get_default_coa_accounts()\n",
+    "pd.DataFrame(default_coa_accounts_qs)"
+   ],
+   "outputs": [],
+   "execution_count": null
+  },
+  {
+   "cell_type": "markdown",
+   "metadata": {},
+   "source": [
+    "## Get CoA Accounts by CoA Model"
+   ]
+  },
+  {
+   "cell_type": "code",
+   "metadata": {
+    "tags": []
+   },
+   "source": [
+    "coa_accounts_by_coa_model_qs = entity_model.get_coa_accounts(coa_model=default_coa_model)\n",
+    "pd.DataFrame(coa_accounts_by_coa_model_qs)"
+   ],
+   "outputs": [],
+   "execution_count": null
+  },
+  {
+   "cell_type": "markdown",
+   "metadata": {
+    "collapsed": false
+   },
+   "source": [
+    "No Accounts yet on this CoA..."
+   ]
+  },
+  {
+   "cell_type": "code",
+   "metadata": {
+    "collapsed": false
+   },
+   "source": [
+    "coa_accounts_by_coa_model_qs = entity_model.get_coa_accounts(coa_model=another_coa_model)\n",
+    "pd.DataFrame(coa_accounts_by_coa_model_qs)"
+   ],
+   "outputs": [],
+   "execution_count": null
+  },
+  {
+   "cell_type": "markdown",
+   "metadata": {},
+   "source": [
+    "## Get CoA Accounts by CoA Model UUID\n",
+    "- May pass UUID instance instead of ChartOF AccountsModel..."
+   ]
+  },
+  {
+   "cell_type": "code",
+   "metadata": {
+    "tags": []
+   },
+   "source": [
+    "coa_accounts_by_coa_uuid_qs = entity_model.get_coa_accounts(coa_model=default_coa_model.uuid)\n",
+    "pd.DataFrame(coa_accounts_by_coa_uuid_qs)"
+   ],
+   "outputs": [],
+   "execution_count": null
+  },
+  {
+   "cell_type": "markdown",
+   "metadata": {},
+   "source": [
+    "## Get CoA Accounts by CoA Model Slug\n",
+    "- If string is passed, will lookup by slug..."
+   ]
+  },
+  {
+   "cell_type": "code",
+   "metadata": {
+    "tags": []
+   },
+   "source": [
+    "coa_accounts_by_coa_slug_qs = entity_model.get_coa_accounts(coa_model=default_coa_model.slug)\n",
+    "pd.DataFrame(coa_accounts_by_coa_slug_qs)"
+   ],
+   "outputs": [],
+   "execution_count": null
+  },
+  {
+   "cell_type": "markdown",
+   "metadata": {},
+   "source": [
+    "## Get Accounts With Codes and CoA Model\n",
+    "- Assumes default CoA if no coa_model is passed..."
+   ]
+  },
+  {
+   "cell_type": "code",
+   "metadata": {
+    "tags": []
+   },
+   "source": [
+    "coa_accounts_by_codes_qs = entity_model.get_accounts_with_codes(code_list=['1010', '1050'])\n",
+    "pd.DataFrame(coa_accounts_by_codes_qs)"
+   ],
+   "outputs": [],
+   "execution_count": null
+  },
+  {
+   "cell_type": "markdown",
+   "metadata": {
+    "collapsed": false
+   },
+   "source": [
+    "Empty ChartOfAccountModel..."
+   ]
+  },
+  {
+   "cell_type": "code",
+   "metadata": {
+    "collapsed": false
+   },
+   "source": [
+    "coa_accounts_by_codes_qs = entity_model.get_accounts_with_codes(\n",
+    "    code_list=['1010', '1050'], \n",
+    "    coa_model=another_coa_model\n",
+    ")\n",
+    "pd.DataFrame(coa_accounts_by_codes_qs)"
+   ],
+   "outputs": [],
+   "execution_count": null
+  },
+  {
+   "cell_type": "markdown",
+   "metadata": {
+    "collapsed": false
+   },
+   "source": [
+    "### Get All Accounts at Once"
+   ]
+  },
+  {
+   "cell_type": "code",
+   "metadata": {
+    "collapsed": false
+   },
+   "source": [
+    "coa_qs, coa_map = entity_model.get_all_coa_accounts()"
+   ],
+   "outputs": [],
+   "execution_count": null
+  },
+  {
+   "cell_type": "markdown",
+   "metadata": {
+    "collapsed": false
+   },
+   "source": [
+    "A dictionary, CoA Model -> Account List."
+   ]
+  },
+  {
+   "cell_type": "code",
+   "metadata": {
+    "collapsed": false
+   },
+   "source": [
+    "coa_map"
+   ],
+   "outputs": [],
+   "execution_count": null
+  },
+  {
+   "cell_type": "code",
+   "metadata": {
+    "collapsed": false
+   },
+   "source": [
+    "pd.DataFrame(coa_map[default_coa_model])"
+   ],
+   "outputs": [],
+   "execution_count": null
+  },
+  {
+   "cell_type": "code",
+   "metadata": {
+    "collapsed": false
+   },
+   "source": [
+    "pd.DataFrame(coa_map[another_coa_model])"
+   ],
+   "outputs": [],
+   "execution_count": null
+  },
+  {
+   "cell_type": "markdown",
+   "metadata": {},
+   "source": [
+    "## Create Account Model\n",
+    "- Creating AccountModel into empty \"another_coa_model\"..."
+   ]
+  },
+  {
+   "cell_type": "code",
+   "metadata": {
+    "tags": []
+   },
+   "source": [
+    "account_model = entity_model.create_account(\n",
+    "    coa_model=another_coa_model,\n",
+    "    code='1220',\n",
+    "    role=roles.ASSET_CA_INVENTORY,\n",
+    "    name='A new account created from the EntityModel API!',\n",
+    "    balance_type=roles.DEBIT,\n",
+    "    active=True\n",
+    ")"
+   ],
+   "outputs": [],
+   "execution_count": null
+  },
+  {
+   "cell_type": "code",
+   "metadata": {
+    "tags": []
+   },
+   "source": [
+    "account_model"
+   ],
+   "outputs": [],
+   "execution_count": null
+  },
+  {
+   "cell_type": "code",
+   "metadata": {
+    "tags": []
+   },
+   "source": [
+    "another_coa_accounts_qs = entity_model.get_coa_accounts(coa_model=another_coa_model)\n",
+    "pd.DataFrame(another_coa_accounts_qs)"
+   ],
+   "outputs": [],
+   "execution_count": null
+  },
+  {
+   "cell_type": "markdown",
+   "metadata": {
+    "collapsed": false
+   },
+   "source": [
+    "# Basic Django Ledger Usage\n",
+    "- The LedgerModel name is whatever your heart desires.\n",
+    "- Examples:\n",
+    "    - A month.\n",
+    "    - A customer.\n",
+    "    - A vendor.\n",
+    "    - A project.\n",
+    "- The more ledgers are created, the more segregation and control over transactions is possible."
+   ]
+  },
+  {
+   "cell_type": "code",
+   "metadata": {
+    "collapsed": false
+   },
+   "source": [
+    "ledger_model = entity_model.create_ledger(\n",
+    "    name='My October 2023 Ledger', \n",
+    "    posted=True\n",
+    ")"
+   ],
+   "outputs": [],
+   "execution_count": null
+  },
+  {
+   "cell_type": "markdown",
+   "metadata": {},
+   "source": [
+    "## Create a Library"
+   ]
+  },
+  {
+   "cell_type": "code",
+   "metadata": {},
+   "source": [
+    "from django_ledger.io.io_library import IOLibrary\n",
+    "\n",
+    "library = IOLibrary(name='djangocon-2024-library')"
+   ],
+   "outputs": [],
+   "execution_count": null
+  },
+  {
+   "cell_type": "markdown",
+   "metadata": {},
+   "source": [
+    "## Create and Register a BluePrint"
+   ]
+  },
+  {
+   "cell_type": "code",
+   "metadata": {},
+   "source": [
+    "from django_ledger.io.io_library import IOBluePrint\n",
+    "\n",
+    "@library.register\n",
+    "def sale_blueprint(\n",
+    "        sale_amount: Union[int, float, Decimal],\n",
+    "        contribution_margin_percent: float,\n",
+    "        description: Optional[str] = None\n",
+    ") -> IOBluePrint:\n",
+    "    blueprint = IOBluePrint()\n",
+    "    cogs_amount = (1 - contribution_margin_percent) * sale_amount\n",
+    "    blueprint.debit(account_code='1010', amount=sale_amount, description=description)\n",
+    "    blueprint.credit(account_code='4010', amount=sale_amount, description=description)\n",
+    "    blueprint.credit(account_code='1200', amount=cogs_amount, description=description)\n",
+    "    blueprint.debit(account_code='5010', amount=cogs_amount, description=description)\n",
+    "    return blueprint"
+   ],
+   "outputs": [],
+   "execution_count": null
+  },
+  {
+   "cell_type": "markdown",
+   "metadata": {},
+   "source": [
+    "## Get a Cursor"
+   ]
+  },
+  {
+   "cell_type": "code",
+   "metadata": {},
+   "source": [
+    "cursor = library.get_cursor(\n",
+    "    entity_model=entity_model, \n",
+    "    user_model=user_model\n",
+    ")"
+   ],
+   "outputs": [],
+   "execution_count": null
+  },
+  {
+   "cell_type": "markdown",
+   "metadata": {},
+   "source": "## Dispatch Instructions"
+  },
+  {
+   "cell_type": "code",
+   "metadata": {},
+   "source": [
+    "# Option 1 - Use A Ledger Model\n",
+    "cursor.dispatch('sale_blueprint',\n",
+    "                ledger_model=ledger_model,\n",
+    "                sale_amount=34.45,\n",
+    "                contribution_margin_percent=0.13,\n",
+    "                description='Order ID: 123')\n",
+    "\n",
+    "# Option 2- Create a New Ledger Model\n",
+    "cursor.dispatch('sale_blueprint',\n",
+    "                ledger_model='ledger-order-id-123',\n",
+    "                sale_amount=90.43,\n",
+    "                contribution_margin_percent=0.17,\n",
+    "                description='Order ID: 123')"
+   ],
+   "outputs": [],
+   "execution_count": null
+  },
+  {
+   "cell_type": "markdown",
+   "metadata": {},
+   "source": [
+    "## Commit Your Instructions\n",
+    "Not recommended to post both ledger and journal entries. Posted transactions will immediately hit the books.\n",
+    "**result** contains resulting ledger models, journal entries and transactions fro the committed "
+   ]
+  },
+  {
+   "cell_type": "code",
+   "metadata": {},
+   "source": [
+    "stub = cursor.commit(\n",
+    "    post_new_ledgers=True,\n",
+    "    post_journal_entries=True,\n",
+    "    je_timestamp=datetime(2023,12,2,12,10)\n",
+    "    # je_timestamp='2023-12-02 12:10'\n",
+    ")"
+   ],
+   "outputs": [],
+   "execution_count": null
+  },
+  {
+   "cell_type": "markdown",
+   "metadata": {
+    "collapsed": false
+   },
+   "source": "### Get Financial Statement Report Data for Ledger Model"
+  },
+  {
+   "cell_type": "markdown",
+   "metadata": {
+    "collapsed": false
+   },
+   "source": [
+    "Balance Sheet"
+   ]
+  },
+  {
+   "cell_type": "code",
+   "metadata": {
+    "collapsed": false
+   },
+   "source": [
+    "bs_data = ledger_model.digest_balance_sheet(\n",
+    "    to_date=date(2023, 12, 31),\n",
+    "    entity_slug=entity_model\n",
+    ")\n",
+    "\n",
+    "bs_data.get_balance_sheet_data()"
+   ],
+   "outputs": [],
+   "execution_count": null
+  },
+  {
+   "cell_type": "markdown",
+   "metadata": {
+    "collapsed": false
+   },
+   "source": [
+    "Income Statement"
+   ]
+  },
+  {
+   "cell_type": "code",
+   "metadata": {
+    "collapsed": false
+   },
+   "source": [
+    "is_data = ledger_model.digest_income_statement(\n",
+    "    from_date=date(2023, 1, 1),\n",
+    "    to_date=date(2023, 12, 31),\n",
+    "    entity_slug=entity_model\n",
+    ")\n",
+    "\n",
+    "is_data.get_income_statement_data()"
+   ],
+   "outputs": [],
+   "execution_count": null
+  },
+  {
+   "cell_type": "markdown",
+   "metadata": {
+    "collapsed": false
+   },
+   "source": [
+    "Cash Flow Statement"
+   ]
+  },
+  {
+   "cell_type": "code",
+   "metadata": {
+    "collapsed": false
+   },
+   "source": [
+    "cfs_data = ledger_model.digest_cash_flow_statement(\n",
+    "    from_date=date(2023, 1, 1),\n",
+    "    to_date=date(2023, 12, 31),\n",
+    "    entity_slug=entity_model\n",
+    ")\n",
+    "\n",
+    "cfs_data.get_cash_flow_statement_data()"
+   ],
+   "outputs": [],
+   "execution_count": null
+  },
+  {
+   "cell_type": "markdown",
+   "metadata": {
+    "collapsed": false
+   },
+   "source": [
+    "All Statements in a Single Call"
+   ]
+  },
+  {
+   "cell_type": "code",
+   "metadata": {
+    "collapsed": false
+   },
+   "source": [
+    "fin_digest = ledger_model.digest_financial_statements(\n",
+    "    from_date=date(2023, 1, 1),\n",
+    "    to_date=date(2023, 12, 31),\n",
+    "    entity_slug=entity_model\n",
+    ")\n",
+    "\n",
+    "statement_data = fin_digest.get_financial_statements_data()"
+   ],
+   "outputs": [],
+   "execution_count": null
+  },
+  {
+   "cell_type": "code",
+   "metadata": {
+    "collapsed": false
+   },
+   "source": [
+    "statement_data['balance_sheet']"
+   ],
+   "outputs": [],
+   "execution_count": null
+  },
+  {
+   "cell_type": "code",
+   "metadata": {
+    "collapsed": false
+   },
+   "source": [
+    "statement_data['income_statement']"
+   ],
+   "outputs": [],
+   "execution_count": null
+  },
+  {
+   "cell_type": "code",
+   "metadata": {
+    "collapsed": false
+   },
+   "source": [
+    "statement_data['cash_flow_statement']"
+   ],
+   "outputs": [],
+   "execution_count": null
+  },
+  {
+   "cell_type": "markdown",
+   "metadata": {},
+   "source": [
+    "# Financial Statement PDF Reports"
+   ]
+  },
+  {
+   "cell_type": "markdown",
+   "metadata": {},
+   "source": [
+    "## Set Up\n",
+    "- Must enable PDF support by installing dependencies via *pipenv*.\n",
+    "    - pipenv install --categories pdf"
+   ]
+  },
+  {
+   "cell_type": "markdown",
+   "metadata": {},
+   "source": [
+    "## Balance Sheet"
+   ]
+  },
+  {
+   "cell_type": "code",
+   "metadata": {},
+   "source": [
+    "bs_report = entity_model.get_balance_sheet_statement(\n",
+    "    to_date=date(2022, 12, 31),\n",
+    "    save_pdf=True,\n",
+    "    filepath='./'\n",
+    ")\n",
+    "bs_data = bs_report.get_report_data()"
+   ],
+   "outputs": [],
+   "execution_count": null
+  },
+  {
+   "metadata": {},
+   "cell_type": "code",
+   "source": "bs_data",
+   "outputs": [],
+   "execution_count": null
+  },
+  {
+   "cell_type": "markdown",
+   "metadata": {},
+   "source": [
+    "### Balance Sheet Statement Raw Data"
+   ]
+  },
+  {
+   "cell_type": "code",
+   "metadata": {},
+   "source": [
+    "bs_report.get_report_data()"
+   ],
+   "outputs": [],
+   "execution_count": null
+  },
+  {
+   "cell_type": "markdown",
+   "metadata": {},
+   "source": [
+    "## Income Statement"
+   ]
+  },
+  {
+   "cell_type": "code",
+   "metadata": {},
+   "source": [
+    "ic_report = entity_model.get_income_statement(\n",
+    "    from_date=date(2022, 1, 1),\n",
+    "    to_date=date(2022, 12, 31),\n",
+    "    save_pdf=True,\n",
+    "    filepath='./'\n",
+    ")\n",
+    "\n",
+    "ic_data = ic_report.get_report_data()"
+   ],
+   "outputs": [],
+   "execution_count": null
+  },
+  {
+   "cell_type": "markdown",
+   "metadata": {},
+   "source": [
+    "### Income Statement Raw Data"
+   ]
+  },
+  {
+   "cell_type": "code",
+   "metadata": {
+    "scrolled": true
+   },
+   "source": "ic_data",
+   "outputs": [],
+   "execution_count": null
+  },
+  {
+   "cell_type": "markdown",
+   "metadata": {},
+   "source": [
+    "## Cash Flow Statement"
+   ]
+  },
+  {
+   "cell_type": "code",
+   "metadata": {},
+   "source": [
+    "cf_report = entity_model.get_cash_flow_statement(\n",
+    "    from_date=date(2022, 1, 1),\n",
+    "    to_date=date(2022, 12, 31),\n",
+    "    save_pdf=True,\n",
+    "    filepath='./'\n",
+    ")\n",
+    "\n",
+    "cf_data = cf_report.get_report_data()"
+   ],
+   "outputs": [],
+   "execution_count": null
+  },
+  {
+   "cell_type": "markdown",
+   "metadata": {},
+   "source": [
+    "### Cash Flow Statement Raw Data"
+   ]
+  },
+  {
+   "cell_type": "code",
+   "metadata": {},
+   "source": "cf_data",
+   "outputs": [],
+   "execution_count": null
+  },
+  {
+   "cell_type": "markdown",
+   "metadata": {},
+   "source": [
+    "## All Financial Statements Data in a single Call"
+   ]
+  },
+  {
+   "cell_type": "code",
+   "metadata": {},
+   "source": [
+    "reports = entity_model.get_financial_statements(\n",
+    "    user_model=user_model,\n",
+    "    from_date=date(2022, 1, 1),\n",
+    "    to_date=date(2022, 12, 31),\n",
+    "    save_pdf=True,\n",
+    "    filepath='./'\n",
+    ")"
+   ],
+   "outputs": [],
+   "execution_count": null
+  },
+  {
+   "cell_type": "code",
+   "metadata": {},
+   "source": [
+    "bs_data = reports.balance_sheet_statement.get_report_data()\n",
+    "ic_data = reports.income_statement.get_report_data()\n",
+    "cf_data = reports.cash_flow_statement.get_report_data()"
+   ],
+   "outputs": [],
+   "execution_count": null
+  },
+  {
+   "cell_type": "code",
+   "metadata": {},
+   "source": [
+    "reports.income_statement.get_report_data()"
+   ],
+   "outputs": [],
+   "execution_count": null
+  },
+  {
+   "cell_type": "code",
+   "metadata": {},
+   "source": [
+    "reports.cash_flow_statement.get_report_data()"
+   ],
+   "outputs": [],
+   "execution_count": null
+  },
+  {
+   "metadata": {},
+   "cell_type": "markdown",
+   "source": "# How To Extend the Ledger Model"
+  },
+  {
+   "metadata": {},
+   "cell_type": "code",
+   "source": [
+    "from django.db import models\n",
+    "from django_ledger.models import LedgerModel\n",
+    "\n",
+    "class EmployeeModel(LedgerModel):\n",
+    "    \n",
+    "    dob = models.DateField()\n",
+    "    salary = models.DecimalField()\n",
+    "    first_name = models.CharField(max_length=50)\n",
+    "    last_name = models.CharField(max_length=50)\n",
+    "        \n",
+    "    def process_payroll(self, month):\n",
+    "        raise NotImplementedError()\n",
+    "    \n",
+    "    def send_payroll_report(self, month):\n",
+    "        raise NotImplementedError()"
+   ],
+   "outputs": [],
+   "execution_count": null
+  },
+  {
+   "metadata": {},
+   "cell_type": "code",
+   "source": "",
+   "outputs": [],
+   "execution_count": null
+  },
+  {
+   "metadata": {},
+   "cell_type": "code",
+   "source": "",
+   "outputs": [],
+   "execution_count": null
+  }
+ ],
+ "metadata": {
+  "kernelspec": {
+   "display_name": "Python 3 (ipykernel)",
+   "language": "python",
+   "name": "python3"
+  },
+  "language_info": {
+   "codemirror_mode": {
+    "name": "ipython",
+    "version": 3
+   },
+   "file_extension": ".py",
+   "mimetype": "text/x-python",
+   "name": "python",
+   "nbconvert_exporter": "python",
+   "pygments_lexer": "ipython3",
+   "version": "3.11.6"
+  }
+ },
+ "nbformat": 4,
+ "nbformat_minor": 4
+}
diff --git a/notebooks/QuickStart Notebook.ipynb b/notebooks/QuickStart Notebook.ipynb
index f3772203..9d37e281 100644
--- a/notebooks/QuickStart Notebook.ipynb	
+++ b/notebooks/QuickStart Notebook.ipynb	
@@ -2,15 +2,13 @@
  "cells": [
   {
    "cell_type": "code",
-   "execution_count": null,
    "metadata": {
+    "tags": [],
     "ExecuteTime": {
-     "end_time": "2023-12-14T18:23:59.183451Z",
-     "start_time": "2023-12-14T18:23:58.858369Z"
-    },
-    "tags": []
+     "end_time": "2024-08-21T22:34:43.080716Z",
+     "start_time": "2024-08-21T22:34:41.531456Z"
+    }
    },
-   "outputs": [],
    "source": [
     "import os\n",
     "from datetime import date, datetime\n",
@@ -44,7 +42,9 @@
     "from django.contrib.auth import get_user_model\n",
     "from django_ledger.io import roles, DEBIT, CREDIT\n",
     "from django_ledger.io.io_library import IOBluePrint, IOLibrary"
-   ]
+   ],
+   "outputs": [],
+   "execution_count": 1
   },
   {
    "cell_type": "markdown",
@@ -55,15 +55,13 @@
   },
   {
    "cell_type": "code",
-   "execution_count": null,
    "metadata": {
+    "tags": [],
     "ExecuteTime": {
-     "end_time": "2023-12-14T18:23:59.340490Z",
-     "start_time": "2023-12-14T18:23:59.296066Z"
-    },
-    "tags": []
+     "end_time": "2024-08-21T22:34:46.102478Z",
+     "start_time": "2024-08-21T22:34:46.095075Z"
+    }
    },
-   "outputs": [],
    "source": [
     "# change this to your preferred django username...\n",
     "MY_USERNAME = 'ceo_user'\n",
@@ -76,7 +74,9 @@
     "    user_model = UserModel(username=MY_USERNAME)\n",
     "    user_model.set_password(MY_PASSWORD)\n",
     "    user_model.save()"
-   ]
+   ],
+   "outputs": [],
+   "execution_count": 2
   },
   {
    "cell_type": "markdown",
@@ -87,15 +87,13 @@
   },
   {
    "cell_type": "code",
-   "execution_count": null,
    "metadata": {
+    "tags": [],
     "ExecuteTime": {
-     "end_time": "2023-12-14T18:23:59.691324Z",
-     "start_time": "2023-12-14T18:23:59.653972Z"
-    },
-    "tags": []
+     "end_time": "2024-08-21T22:34:50.254830Z",
+     "start_time": "2024-08-21T22:34:50.244243Z"
+    }
    },
-   "outputs": [],
    "source": [
     "ENTITY_NAME = 'One Big Company, LLC'\n",
     "\n",
@@ -107,7 +105,20 @@
     ")\n",
     "\n",
     "entity_model"
-   ]
+   ],
+   "outputs": [
+    {
+     "data": {
+      "text/plain": [
+       "<EntityModel: EntityModel one-big-company-llc-3xpl4doy: One Big Company, LLC>"
+      ]
+     },
+     "execution_count": 3,
+     "metadata": {},
+     "output_type": "execute_result"
+    }
+   ],
+   "execution_count": 3
   },
   {
    "cell_type": "markdown",
diff --git a/pyproject.toml b/pyproject.toml
index 79f36367..e02047fa 100644
--- a/pyproject.toml
+++ b/pyproject.toml
@@ -1,6 +1,6 @@
 [project]
 name = "django-ledger"
-version = "0.6.3"
+version = "0.6.4"
 readme = "README.md"
 requires-python = ">=3.10"
 description = "Double entry accounting system built on the Django Web Framework."