Interactive reports

• US 20080033876A1
• Filed: 07/20/2006
• Published: 02/07/2008
• Est. Priority Date: 07/20/2006
• Status: Abandoned Application

• Current Assignee: Intuit, Inc.
• Original Assignee: Intuit, Inc.
• Inventors: Goldman, Beth, Pellican, Suzanne Y., Lopez, Hector Simon, Wells, Joseph W.
• Application Number:
  US11/491,220
• Publication Number:
  US 20080033876A1
• Time in Patent Office: Days
• US Class Current: 705/42
• CPC Class Codes: G06Q 20/108 Remote banking, e.g. home banking
• CPC Class Codes: G06Q 40/02 Banking, e.g. interest calculation or account maintenance credit or loans G06Q40/03

Abstract

A report is presented that summarizes transaction data. The report functions as an input mechanism as well as an output mechanism. The user can interact with the report directly, to add, edit, or delete transactions. Underlying transaction data is updated based on the user'"'"'s input. The report is updated as well, to reflect the changes made as a result of the user'"'"'s input.

Claims

1. A method for displaying an interactive report for a financial software application, comprising:

displaying a report based on transaction data describing a plurality of transactions, the report comprising at least one input element;

receiving user input within an input element of the report; and

responsive to the received user input;

modifying the transaction data as indicated by the received user input;

storing the modified transaction data;

updating the report based on the modified transaction data; and

displaying the updated report.

2. The method of claim 1, wherein modifying the transaction data comprises adding a new transaction.

3. The method of claim 2, wherein receiving user input comprises receiving data for the new transaction.

4. The method of claim 1, wherein modifying the transaction data comprises editing a transaction.

5. The method of claim 1, wherein modifying the transaction data comprises recategorizing a transaction.

6. The method of claim 5, wherein a transaction is associated with a first category, and wherein receiving user input comprises receiving user input dragging the transaction to a report element associated with a second category.

7. The method of claim 1, wherein modifying the transaction data comprises deleting a transaction.

8. The method of claim 1, further comprising:

prior to displaying the report, retrieving the transaction data from a data store;

and wherein storing the modified transaction data comprises storing the modified transaction data in the data store.

9. The method of claim 1, wherein the input element comprises a data entry field.

10. The method of claim 1, wherein the report comprises at least one graphical element.

11. The method of claim 1, wherein the report comprises at least one table.

12. The method of claim 1, wherein the report comprises at least one text element.

13. A method for displaying an interactive report for a financial software application, comprising:

displaying at least one report element representing data representing a plurality of transactions belonging to a category;

receiving user input selecting a displayed report element;

displaying an interactive input area comprising transactions associated with the selected report element;

receiving user input modifying at least one transaction in the displayed interactive input area; and

updating at least one report element to reflect the modified transaction.

14. A computer program product for displaying an interactive report for a financial software application, comprising:

a computer-readable medium; and

computer program code, encoded on the medium, for;

displaying a report based on transaction data describing a plurality of transactions, the report comprising at least one input element;

receiving user input within an input element of the report; and

responsive to the received user input;

modifying the transaction data as indicated by the received user input;

storing the modified transaction data;

updating the report based on the modified transaction data; and

displaying the updated report.

15. The computer program product of claim 14, wherein the computer program code for modifying the transaction data comprises computer program code for adding a new transaction.

16. The computer program product of claim 15, wherein the computer program code for receiving user input comprises computer program code for receiving data for the new transaction.

17. The computer program product of claim 14, wherein the computer program code for modifying the transaction data comprises computer program code for editing a transaction.

18. The computer program product of claim 14, wherein the computer program code for modifying the transaction data comprises computer program code for recategorizing a transaction.

19. The computer program product of claim 18, wherein a transaction is associated with a first category, and wherein the computer program code for receiving user input comprises computer program code for receiving user input dragging the transaction to a report element associated with a second category.

20. The computer program product of claim 14, wherein the computer program code for modifying the transaction data comprises computer program code for deleting a transaction.

21. The computer program product of claim 14, further comprising computer program code for:

prior to displaying the report, retrieving the transaction data from a data store;

and wherein the computer program code for storing the modified transaction data comprises computer program code for storing the modified transaction data in the data store.

22. The computer program product of claim 14, wherein the input element comprises a data entry field.

23. The computer program product of claim 14, wherein the report comprises at least one graphical element.

24. The computer program product of claim 14, wherein the report comprises at least one table.

25. The computer program product of claim 14, wherein the report comprises at least one text element.

26. A computer program product for displaying an interactive report for a financial software application, comprising:

a computer-readable medium; and

computer program code, encoded on the medium, for;

displaying at least one report element representing data representing a plurality of transactions belonging to a category;

receiving user input selecting a displayed report element;

displaying an interactive input area comprising transactions associated with the selected report element;

receiving user input modifying at least one transaction in the displayed interactive input area; and

updating at least one report element to reflect the modified transaction.

27. A system for displaying an interactive report for a financial software application, comprising:

a data store, for storing transaction data describing a plurality of transactions;

a report module, for generating a report based on the stored transaction data, the report comprising at least one input element;

a display device, for displaying the report; and

an input device, for receiving user input within an input element of the report, the user input indicating a modification to the transaction data;

wherein, responsive to the received user input;

the data store stores modified transaction data as indicated by the user input;

the report module updates the report based on the modified transaction data; and

the display device displays the updated report.

28. The system of claim 27, wherein the input device receives user input indicating that a new transaction is to be added.

29. The system of claim 28, wherein the input device receives data for the new transaction.

30. The system of claim 27, wherein the input device receives user input indicating an edit for a transaction.

31. The system of claim 27, wherein the input device receives user input indicating recategorization of a transaction.

32. The system of claim 31, wherein a transaction is associated with a first category, and wherein the input device receives user input dragging the transaction to a report element associated with a second category.

33. The system of claim 27, wherein the input device receives user input indicating deletion of a transaction.

34. The system of claim 27, wherein the input device receives user input within a data entry field.

35. The system of claim 27, wherein the report comprises at least one graphical element.

36. The system of claim 27, wherein the report comprises at least one table.

37. The system of claim 27, wherein the report comprises at least one text element.