trade-examples

Introduction

This is an exploratory page to document trade examples currently published around the web. Typically, the metadata associated with this content is stored in non-semantic markup and proprietary formats. The purpose of the studies on this page is to serve as background for the design of a simple distributed trade microformat.

There are many examples of financial transactions across the web and in desktop applications, including bank statements, purchase receipts, wishlists, PFM applications, etc. A standardized format would facilitate integration between vendors, financial institutions and applications to provide for far more robust financial accounting integration.

Authors

• Clay Newton

Trade Examples

Bank of America

Bank of America

DDA/SDA Accounts

Grouped by Account

• Date
  • Posted
  • Scheduled
• Payee Name
• Type
  • Check Image (front)
  • Check Image (back)
• Status
• Amount
• Running Balance
• Fee info

Keep the Change

• Date posted
• # of transactions
  • transaction description
  • transaction url
  • is matched?
  • transaction amount
• amount you keep
• to account
• no transfer