System and method for associating financial transaction data with user's project data using a portable electronic device
First Claim
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1. A system for viewing and manipulating a user'"'"'s financial transaction data using a portable electronic device, comprising:
- a computer processor connected to a data storage unit, the 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 operable to access the user'"'"'s financial transaction data and generate representations thereof viewable by a user on the display;
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 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 with one or more of the user-defined project category data for a single transaction; 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, modifications, analysis, or exportation.
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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.
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Citations
25 Claims
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1. A system for viewing and manipulating a user'"'"'s financial transaction data using a portable electronic device, comprising:
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a computer processor connected to a data storage unit, the 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 operable to access the user'"'"'s financial transaction data and generate representations thereof viewable by a user on the display; 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 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 with one or more of the user-defined project category data for a single transaction; 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, modifications, analysis, or exportation. - View Dependent Claims (2, 3, 10, 11, 12, 13, 14, 15, 16, 17)
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4. A computer implemented method for expense reporting, the method comprising:
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accessing, using a portable electronic device connected to a network, a user'"'"'s financial transaction data; displaying representations of the accessed user'"'"'s financial transaction data on a display of the portable electronic device; defining, by a computer processor, project category data and generating representations thereof displayable on the display of the portable electronic device; associating, by the computer processor, the user'"'"'s financial transaction data with user-defined project category data, including associating a desired percentage or portion of the user'"'"'s financial transaction data with one or more of the user-defined project category data for a single transaction; and creating a data record having the user'"'"'s financial transaction data with 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 (5, 6, 7, 8, 9, 18, 19, 20, 21, 22, 23, 24, 25)
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Specification