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Transaction Storage #4

@rooftopsparrow

Description

@rooftopsparrow

Transactions should have the following characteristics:

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

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