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

Wells Fargo

enter notes here

Citibank

enter notes here

Amazon.com

enter notes here

eBay

enter notes here

Paypal

enter notes here

Quicken

enter notes here

Quickbooks

enter notes here

Wesabe

enter notes here