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System and method for associating financial transaction data with user's project data using a portable electronic device

  • US 8,515,836 B1
  • Filed: 02/05/2013
  • Issued: 08/20/2013
  • Est. Priority Date: 12/07/2007
  • Status: Active Grant
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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