transaction
A financial transaction — credit card charge, bank transfer, etc.
| Metadata | Value |
|---|---|
| Plural | transactions |
| Subtitle field | category |
| Identity | platform, id |
Fields
Section titled “Fields”| Field | Type |
|---|---|
amount | number |
currency | string |
balance | number |
category | string |
postingDate | datetime |
pending | boolean |
recurring | boolean |
notes | string |
type | string |
details | json |
Relations
Section titled “Relations”| Relation | Target |
|---|---|
account | account |
Prior art
Section titled “Prior art”External standards this shape draws from or aligns with. See Shape design principles for how prior art informs shape design.
- OFX (Open Financial Exchange) STMTTRN — Direct source. Our amount/type/postingDate/balance map to STMTTRN TRNAMT/TRNTYPE/DTPOSTED/BALAMT.
- ISO 20022 payments messaging — Modern bank-messaging. Our currency = Ccy; category ≈ purpose code; details ≈ RemittanceInformation.
- Plaid Transactions API — Practical mirror. Our category/pending/recurring/notes match Plaid’s category/pending/personal_finance_category/name fields.
Skills that produce this shape
Section titled “Skills that produce this shape”- chase —
get_transactions - copilot-money —
fetch_transactions