System and Method for Associating Financial Transaction Data with User's Project Data
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Abstract
This invention relates to a 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 using a portable electronic device.
33 Citations
41 Claims
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1-21. -21. (canceled)
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22. A system for viewing and manipulating a user'"'"'s financial transaction data, the system comprising:
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an electronic device connected to a wireless data network, the electronic device comprising a processor and a data storage unit configured to address a remote data storage unit in order to receive financial transaction data; user input means and a display associated with the electronic device; a notification component operable to present a notification to the user on the display, the notification comprising a first option and a second option; and selection tools for selecting an option; wherein selection of at least one option will cause the processor to directly access the following; a transaction retrieval component operable to access the user'"'"'s financial transaction data and generate representations thereof, a category generation engine operable to generate user-defined project category data and representations thereof viewable to a user on the display, a transaction categorization engine operable to associate a percentage or portion of the user'"'"'s financial transaction data representations with one or more of the user-defined project category data representations, and a data record generation engine operable to create a data record containing the user'"'"'s financial transaction data and the user-defined project category data, wherein the data record is in a form suitable for at least one of; review, storage, modification, analysis, and exportation. - View Dependent Claims (23, 24, 25, 26, 27, 28, 29, 30, 31)
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32. A computer implemented method for expense reporting, the method comprising:
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accessing, using an electronic device connected to a wireless data network, a user'"'"'s financial transaction data, the electronic device comprising the following; a processor, a data storage unit configured to address a remote data storage unit in order to receive financial transaction data, a user input means, and a display; presenting a notification to the user on the display, the notification comprising two or more options; selecting at least one option via the user input means; directly accessing the user'"'"'s financial transaction data; displaying representations of the user'"'"'s financial transaction data on the display of the electronic device; defining project category data and generating representations thereof on the display of the electronic device; associating the user'"'"'s financial transaction data with user-defined project category data; and creating a data record having the user'"'"'s financial transaction data and user-defined project category data, wherein the data record is in a form suitable for at least one of; review, storage, modification, analysis, and exportation. - View Dependent Claims (33, 34, 35, 36, 37, 38, 39, 40, 41)
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Specification