System for Associating Financial Transaction Data with User's Project Data
First Claim
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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Accused Products
Abstract
This invention relates to an expense reporting system for viewing and manipulating a user'"'"'s financial transaction data and a method for associating financial transaction data with a user'"'"'s project data. The system includes 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; and an expense reporting module having a graphical user interface (GUI) that allows a user to define project category data and associate representations of the user'"'"'s financial data with the user-defined project category data.
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Citations
40 Claims
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1. An expense reporting system for viewing and manipulating a user'"'"'s financial transaction data, comprising:
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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. - View Dependent Claims (2, 3, 4, 5, 6, 7, 8, 9, 10, 11, 31, 32, 33, 34, 35, 36, 37, 38, 39, 40)
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12-30. -30. (canceled)
Specification