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

  • US 8,239,270 B2
  • Filed: 04/27/2011
  • Issued: 08/07/2012
  • Est. Priority Date: 12/07/2007
  • Status: Active Grant
First Claim
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1. A computer implemented method for expense reporting, the method comprising:

  • storing a user'"'"'s financial transaction data on a data storage device connected to a processor, the data storage device being accessible by a user interface device on a network;

    presenting a graphical user interface (GUI) for displaying representations of the accessed user'"'"'s financial transaction data on a user interface unit;

    defining project category data and generating representations thereof using the processor;

    associating, using the processor, representations of a desired percentage or portion of the user'"'"'s financial transaction data with one or more user-defined project category data representations to create a graphical arrangement, wherein the user'"'"'s financial transaction data comprises line-item data within a recorded transaction, and, optionally, dis-associating selected ones of the user'"'"'s financial transaction data representations from the one or more associated user-defined project category data;

    converting the graphical arrangement into a data record using the processor, wherein the data record is in a form suitable for at least one of;

    review, storage, modification, analysis, and exportation.

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