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Transactions should have the following characteristics:
- Account - Every transaction belongs to an account. Non-editable.
- Date - timestamp of the transaction non-editable should be shown in the user's timezone.
- Type of transaction - check, debit card, transfer, etc. Non-editable.
- Status - An updatable field allowing financial institutions to work through a transaction.
- Typically seen as pending transactions or hold on funds.
- Merchant - A non-editable value that holds the name of the institution where transaction originated.
- "Friendly Name" - An editable field that is the nickname or more recognizable name for the merchant.
- Amount - can be negative (Debit) or positive (Credit). Non-editable, but could be updated if the status is pending.
- Notes - An editable field for adding notes, hashtags, emojis, memos, etc
- Category - A macro/micro category this transaction fits into, (Utilities > Water, Income > Paycheck, etc). Editable.
- Fund Source - When the transaction is a debit, the transaction must show where it pulled the funds, ie "Safe to Spend" or some envelope.
- Geo information - location where this transaction occurred. Editable.
- Document - Attach a document to the transaction, like receipts, pdfs, etc. editable. A check image already attached.
- Photo - Attach a photo to the transaction. Editable
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enhancementNew feature or requestNew feature or request