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Community-Based Transaction Categorization

  • US 20090222365A1
  • Filed: 03/02/2009
  • Published: 09/03/2009
  • Est. Priority Date: 02/29/2008
  • Status: Abandoned Application
First Claim
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1. A method of generating a set of community categorization rules applicable to financial transactions of users within a community, the method comprising:

  • receiving a user-defined designation for a first financial transaction of a first individual user of the community;

    generating a first individual rule based on one or more transaction attributes of the first financial transaction and the user-defined designation, the first individual rule being applicable to one or more financial transactions of the first individual user; and

    promoting the first individual rule for storage to a set of community rules using a processor, wherein the community rules are applicable to financial transactions of one or more other users within the community.

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