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

Deposit Accounts

Grouped by Account

• date
  • posted
  • scheduled
• payee Name
• type
  • check image url (front)
  • check image url (back)
• status
• amount
• running balance
• fee info
• amount held
• date held

Keep the Change

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

Card Accounts

• date
  • transaction
  • posted
• description
• amount
• running balance
• card type
• transaction type
• periodic rate
• reference number
• reward
  • reward type
  • reward url