INDEX

Welcome to the human-readable and machine-readable knowledge graph for Personal Financial Statements. This free open source resource enables software engineers to create supercharged software applications related to Personal Financial Statements. It is based on a proven, best-practices, global standard method.

Personal Financial Statements Knowledge Graph

This XBRL-based machine-readable information essentially forms a knowledge graph. The Personal Financial Statements Knowledge Graph is a set of terms, structures, assocations, and rules that are used to build models and report facts per those models.

The following is a quick reference to information provided within this human-readable and machine-readable knowledge graph.

• XBRL Syntax Rules: (Human | Machine)
• Model Structure Rules: (Human | Machine)
• Fundamental Accounting Concept Rules: (Human | Machine)
• Reporting Checklist Rules: (Human | Machine)
• Disclosure Mechanics Rules: (Human | Machine)
• Combined Reporting Checklist Plus Disclosure Mechanics Rules: (Machine)
• Disclosures: (Human | Machine) The financial reporting scheme requires specific disclosures. (Functional Term)
• Topics: (Human | Machine) Those disclosures can be organized within specific topics. (Functional Term)
• Terms: (Human | Machine) Terms are used to represent disclosures in a machine-readable XBRL taxonomy. (Primitave Terms; Functional Terms)
• Structures (Networks): (Human | Machine) The disclosures are represented within XBRL networks when represented in a machine-readable XBRL taxonomy. (Structure)
• Fundamental Concepts: (Human | Machine) High-level fundamental accounting concepts exist within the conceptual framework for Personal Financial Statements (Functional Terms)
• Reporting Styles: (Human | Machine) Reporting styles are models of relations between fundamental accounting concepts that form an approach to creating a report. (Model)
• Consistency Rules: (Human | Machine) Consistency rules explain the relations between fundamental accounting concepts. (Assertions)
• Derivation Rules: (Human | Machine) When a fundamental accounting concept is not explicitly reported; impute rules are used to use logical deduction to impute the value of the unreported high-level financial concept.
• Facts: (Human | Machine) Facts must be consistent with the terms, associations, and rules. When the statements and facts are consistent then the logical system is functioning properly. (Facts)

Technical

• Base Taxonomy Download
• Base Taxonomy Schema (Terms)
• Base Taxonomy Term Labels
• Base Taxonomy Term Athoritative References
• Base Taxonomy Entry Point
• Reference Implementation of Report
• Example Information Extraction Prototype
• Example Information Repository RSS
• Example Information Repository Dashboard

Chart of Accounts Prototypes

• Quickbooks Chart of Accounts
• Unified Chart of Accounts Example Human-readable; Spreadsheet
• Unified Chart of Accounts Example Human-readable; XBRL Taxonomy
• Unified Chart of Accounts Example Machine-readable; XBRL Taxonomy Schema
• Unified Chart of Accounts Example Machine-readable; XBRL Definition Wider/Narrower Relations

Example Personal Financial Statements

• U.S. SBA: Personal Financial Statement Form
• LawDepot: Personal Financial Statement FAQ - United States
• CFI: Personal Financial Statement
• FormSwift: Personal Financial Statement Form
• Hilltop Bank: Personal Financial Statement With Instructions
• US Bank: Private Banking Personal Financial Statement
• Universal Surety of America: Personal Financial Statement
• 40 Personal Financial Statement Templates

More Information about Personal Finance and Financial Planning

• Suze Orman
• Charles Schwab
• Brighton Jones
• NerdWallet
• Clever Girl Finance
• Hawthorn Bank Net Worth Calculator

Software for Working with XBRL-based Reports

• XBRL Cloud
• XBRL Query, PHP based
• Free, Open Source Microsoft Access based Application
• Arelle
• UBmatrix XPE, Open source
• Areport
• Logical Contracts
• Luca (Working Prototype)
• Pesseract (Working prototype)