tps/reports/loan_bal.sql

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\timing
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SELECT
r.*,
SUM(r."Advances"+r."Adjustments"-r."Payments") OVER (PARTITION BY "Loan#" ORDER BY r."Post Date" asc ,rec->>'id' asc, r."Reference #" asc)
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FROM
tps.trans
LEFT JOIN LATERAL jsonb_populate_record(null::tps.pnco, rec) r ON TRUE
WHERE
rec @> '{"Loan#":"606780281"}'
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ORDER BY
r."Loan#"
,r."Post Date" ASC
,rec->>'id' ASC
,r."Reference #" ASC