System and method for associating financial transaction data with user's project data
First Claim
Patent Images
1. A system for viewing and manipulating a user'"'"'s financial transaction data, the system comprising:
- an electronic device connected to a wireless data network, the electronic device comprising a processor and a data storage unit configured to address a remote data storage unit in order to receive financial transaction data;
user input means and a display associated with the electronic device;
a notification component configured to present a notification to the user on the display, the notification comprising a first option and a second option; and
selection tools for selecting an option;
wherein selection of at least one option will cause the processor to execute an application comprising the following;
a transaction retrieval component configured to access the user'"'"'s financial transaction data and generate representations thereof,a category generation engine configured to generate user-defined project category data and representations thereof viewable to a user on the display,a transaction categorization engine configured to associate a percentage or portion of the user'"'"'s financial transaction data representations for a single transaction with one or more of the user-defined project category data representations, anda data record generation engine configured create a data record containing the user'"'"'s financial transaction data and the 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.
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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
20 Claims
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1. A system for viewing and manipulating a user'"'"'s financial transaction data, the system comprising:
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an electronic device connected to a wireless data network, the electronic device comprising a processor and a data storage unit configured to address a remote data storage unit in order to receive financial transaction data; user input means and a display associated with the electronic device; a notification component configured to present a notification to the user on the display, the notification comprising a first option and a second option; and selection tools for selecting an option; wherein selection of at least one option will cause the processor to execute an application comprising the following; a transaction retrieval component configured to access the user'"'"'s financial transaction data and generate representations thereof, a category generation engine configured to generate user-defined project category data and representations thereof viewable to a user on the display, a transaction categorization engine configured to associate a percentage or portion of the user'"'"'s financial transaction data representations for a single transaction with one or more of the user-defined project category data representations, and a data record generation engine configured create a data record containing the user'"'"'s financial transaction data and the 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 (2, 3, 4, 5, 6, 7, 8, 9, 10)
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11. A computer implemented method for expense reporting, the method comprising:
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accessing, using an electronic device connected to a wireless data network, a user'"'"'s financial transaction data, the electronic device comprising the following; a processor, a data storage unit configured to address a remote data storage unit in order to receive financial transaction data, a user input means, and a display; presenting a notification to the user on the display, the notification comprising two or more options; selecting at least one option via the user input means; directly accessing the user'"'"'s financial transaction data; displaying representations of the user'"'"'s financial transaction data on the display of the electronic device; defining project category data and generating representations thereof on the display of the electronic device; associating a percentage or portion of the user'"'"'s financial transaction data for a single transaction with user-defined project category data; and creating a data record having the user'"'"'s financial transaction data and 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 (12, 13, 14, 15, 16, 17, 18, 19, 20)
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Specification