System and method for associating financial transaction data with user's project data in real time
First Claim
1. A system for inputting, viewing, and manipulating a user'"'"'s financial transaction data, the system comprising:
- a data storage unit for hosting a user'"'"'s financial transaction data, the data storage unit being connected to a processor and addressable on a network, and further being accessible over a network;
a personal device comprising;
a data input component configured to receive financial transaction data, including line-item data, in connection with a single transaction in real time;
communication circuitry configured to transmit the financial transaction data to the data storage unit; and
a transaction categorization engine configured to associate a selected portion or percentage of the financial transaction data for the single transaction with one or more user-defined project category.
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Accused Products
Abstract
This invention relates to an expense reporting 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. The system includes a user'"'"'s financial transaction data hosted in a data storage unit, addressable on a network, and accessible by a remote user on a user interface unit having a user input means and a display; and an expense reporting module having a graphical user interface (GUI) that allows a user to define project category data and associate representations of the user'"'"'s financial data with the user-defined project category data.
41 Citations
20 Claims
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1. A system for inputting, viewing, and manipulating a user'"'"'s financial transaction data, the system comprising:
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a data storage unit for hosting a user'"'"'s financial transaction data, the data storage unit being connected to a processor and addressable on a network, and further being accessible over a network; a personal device comprising; a data input component configured to receive financial transaction data, including line-item data, in connection with a single transaction in real time; communication circuitry configured to transmit the financial transaction data to the data storage unit; and a transaction categorization engine configured to associate a selected portion or percentage of the financial transaction data for the single transaction with one or more user-defined project category. - View Dependent Claims (2, 3, 4, 5, 6, 7, 8, 9, 10)
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11. A method for inputting, viewing, and manipulating a user'"'"'s financial transaction data on a personal device, the method comprising:
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inputting financial transaction data into a personal device comprising a first processor, the financial transaction data including line-item data, in connection with a single transaction in real time; transmitting the financial transaction data to a data storage unit connected to a second processor, the data storage unit being accessible by the personal device on a network; storing the financial transaction data on the data storage unit; and associating, by the first processor, a selected portion or percentage of the financial transaction data for the single transaction with one or more user-defined project category. - View Dependent Claims (12, 13, 14, 15, 16, 17, 18, 19, 20)
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Specification