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System and method for data management and financial transaction categorization

  • US 8,620,780 B2
  • Filed: 09/14/2012
  • Issued: 12/31/2013
  • Est. Priority Date: 11/28/2007
  • Status: Active Grant
First Claim
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1. A method of managing financial data, comprising:

  • managing bank accounts respectively associated with a plurality of account holders for a bank, including processing transactions for the bank accounts, the transactions including at least credit card transactions and checking transactions;

    storing data for the transactions in a computer-implemented storage device provided by the bank;

    categorizing the transactions into a plurality of categories based on the data, the plurality of categories including at least merchant categories and payment method categories;

    establishing a connection with one of the account holders via the Internet, including providing the account holder with web access to an on-line banking area of a website of the bank;

    providing a first display of at least a portion of the plurality of categories to the account holder;

    receiving a first input from the account holder;

    responsive to the first input, providing a second display of a check image associated with one of the transactions;

    receiving a second input from the account holder categorizing the transaction into one of the merchant categories; and

    responsive to the second input, updating the first display to reflect the categorization of the transaction.

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