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System for Associating Financial Transaction Data with User's Project Data

  • US 20110218893A1
  • Filed: 05/20/2011
  • Published: 09/08/2011
  • Est. Priority Date: 12/07/2007
  • Status: Active Grant
First Claim
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1. An expense reporting system for viewing and manipulating a user'"'"'s financial transaction data, comprising:

  • a user'"'"'s financial transaction data hosted in a data storage unit, addressable on a network, and accessible by a remote user on a user interface unit having a user input means and a display;

    an expense reporting module having a graphical user interface (GUI), the expense reporting module comprising;

    a transaction retrieval component operable to access the user'"'"'s financial transaction data and generate representations thereof viewable by a user on the user interface unit display;

    a category generation engine operable to generate user-defined project category data and representations thereof viewable to a user on the user interface unit display;

    a transaction categorization engine operable to associate selected ones of the user'"'"'s financial transaction data representations with one or more of the user-defined project category data representations;

    a GUI generation engine operable to express a graphical arrangement of the selected ones of the user'"'"'s financial transaction representations associated with the one or more user-defined project category data representations on the user interface unit display; and

    a data record generation engine operable to convert the graphical arrangement into a data record, wherein the data record is in a form suitable for at least one of review, storage, modification analysis, or exportation.

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