System and Method for Associating Financial Transaction Data with a User's Project Data Using a Portable Electronic Device
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Accused Products
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.
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Citations
36 Claims
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1-21. -21. (canceled)
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22. A system for viewing and organizing a user'"'"'s financial transaction data using a portable electronic device, the system comprising:
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a data storage unit for hosting a user'"'"'s financial transaction data, addressable on a network, and accessible by a remote user on a portable electronic device having a user input means and a display; and an application executed by a processor of the portable electronic device, the application comprising; a transaction retrieval component configured to access the user'"'"'s financial transaction data, including line item data, and generate representations thereof viewable by a user on the display; and a transaction categorization engine configured to associate a percentage or portion of selected ones of the user'"'"'s financial transaction data representations for a single transaction with one or more user-defined project category data representations; wherein the application is further configured to display a user preferences menu to the user. - View Dependent Claims (23, 24, 25, 26, 27, 28)
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29. 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; 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 a percentage or portion of the user'"'"'s financial transaction data for a single transaction with user-defined project category data; 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;displaying a user preferences menu to the user, wherein the menu presents two or more options to the user; and selecting at least one option via the user input means. - View Dependent Claims (30, 31, 32, 33, 34, 35)
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36. 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 configured to present a reminder to the user on the display of the portable electronic device, wherein data associated with the reminder is either manually entered by the user prior to the time of the notification or where the notification is automatically generated based on the user'"'"'s input of at least one user preference; and a processor configured to execute an application comprising the following; a transaction retrieval component configured to access the user'"'"'s financial transaction data and generate representations thereof, a category generation engine configured to generate user-defined project category data and representations thereof viewable to a user on the display, a transaction categorization engine configured to associate a percentage or portion of the user'"'"'s financial transaction data representations for a single transaction with one or more of the user-defined project category data representations, and a data record generation engine configured 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.
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Specification