×

System for associating financial transaction data with user's project data

  • US 8,204,804 B2
  • Filed: 05/20/2011
  • Issued: 06/19/2012
  • Est. Priority Date: 12/07/2007
  • Status: Active Grant
First Claim
Patent Images

1. An expense reporting system for viewing and manipulating a user'"'"'s financial transaction data, comprising:

  • a processor connected to a data storage unit;

    the data storage unit for hosting a user'"'"'s financial transaction data, addressable by 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, wherein the transaction categorization engine is further operable to associate a percentage or portion of the user'"'"'s financial transaction data represented by one of the selected ones of the user'"'"'s financial transaction 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;

    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; and

    a data record manipulation component for enabling a user to at least one of;

    review a data record, modify a data record, store a data record, analyze a data record, and export a data record, wherein the data record manipulation component at least enables the user to manually designate a fraction of a single transaction to be associated or disassociated with a selected one of the user-defined project category data representations.

View all claims
  • 0 Assignments
Timeline View
Assignment View
    ×
    ×