Tracking method and apparatus

• US 5,649,115 A
• Filed: 06/02/1994
• Issued: 07/15/1997
• Est. Priority Date: 06/02/1994
• Status: Expired due to Term

• Current Assignee: Intuit, Inc.
• Original Assignee: Intuit, Inc.
• Inventors: Yuen, Lun-Shin, Schrader, Joseph Alton, Schulman, Robert Milton, Gates, Martin Oishi
• Primary Examiner(s): Weinhardt, Robert A.
• Assistant Examiner(s): Shingala, Gita
• Application Number:
  US08/252,670
• Time in Patent Office: 1,139 Days
• Field of Search: 364/408, 364/401, 235/379, 235/380, 235/381, 395/230, 395/232, 395/233
• US Class Current: 705/33
• CPC Class Codes: G06Q 40/02 Banking, e.g. interest calculation or account maintenance credit or loans G06Q40/03
• CPC Class Codes: G06Q 40/12 Accounting
• CPC Class Codes: G06Q 40/128 Check-book balancing, updating or printing arrangements

Abstract

A tracking method and apparatus for use with a computer including a processor for executing code, input/output devices for providing data, memory for storing account data and a display. In operation, a plurality of transaction images are displayed on the computer display. In response to selection of one of the transaction images, a corresponding entry sequence is executed. The execution causes a display of one or more entry fields for receiving transaction data in response to the execution of the entry sequence. The transaction data is entered in response to the entry sequence and the entry fields displayed. The transaction data entered is stored in an account store corresponding to the selected one of the transaction images. Each account has a plurality of fields for data. The entry fields presented by the entry sequence are only the ones necessary for the particular transaction as determined by the selected transaction image and the corresponding entry sequence.

Claims

1. A computer implemented method for tracking transactions with a computer including a processor for executing code, input/output devices for transfer of data, a display for displaying data and a memory for storing account data for a plurality of accounts, each account having a plurality of fields for the account data, comprising:

storing each of a plurality of transaction images in association with an account store for an account, each account store associated with at least one entry sequence defining a sequence of inputs to a subset of fields of the account,

displaying the plurality of transaction images on said display,

receiving a user input selecting one of said images by an input to an input/output device, and

executing an entry sequence for the account store associated with the selected transaction image for entry of transaction data into the subset of fields defined by the entry sequence.

2. The tracking method of claim 1 further comprising:

displaying said subset of fields for entry of transaction data in response to said execution of the entry sequence,

receiving transaction data for said subset of fields,

storing said transaction data in the account store associated with the selected transaction image.

3. The tracking method of claim 1 wherein said transaction images are representations of transaction instruments and displaying comprises displaying the transaction images in a visual representation of a wallet.

4. The tracking method of claim 1 wherein each transaction image is associated with a single entry sequence.

5. The tracking method of claim 1 wherein each transaction image is associated with a single account store.

6. The tracking method of claim 1 wherein each transaction image is associated with a subset of selected ones of the fields for an account, each account having a plurality of said subset.

7. The tracking method of claim 1 wherein said executing of an entry sequence includes automatically entering transaction data into one or more of said subsets of fields.

8. The tracking method of claim 1 wherein said computer includes an activation routine and said displaying a plurality of transaction images on said display is executed directly in response to said activation routine without need for user input.

9. The tracking method of claim 1 wherein said computer forms part of a computer system including a plurality of external devices for providing transaction data to said computer.

10. The tracking method of claim 9 wherein one of said external devices is a terminal providing transaction data and said step of receiving transaction data receives transaction data directly from said terminal.

11. The tracking method of claim 10 wherein said terminal provides merchant identification as part of said transaction data.

12. The tracking method of claim 10 wherein said terminal provides standard industry codes as part of said transaction data.

13. The tracking method of claim 1 wherein said transaction image is an image of a credit card.

14. The tracking method of claim 1 wherein said transaction image is an image of an ATM card.

15. The tracking method of claim 1 wherein said transaction image is an image of a debit card.

16. The tracking method of claim 1 wherein said transaction image is an image of cash.

17. The tracking method of claim 1 wherein said executing of the entry sequence includes automatically sequencing through said subset of fields and returning to said transaction image display for selection of another transaction image.

18. The tracking method of claim 1 wherein said transaction images are visual representations of categories and displaying comprises displaying the transaction images in a visual representation of a wallet.

19. The tracking method of claim 1 wherein said transaction images are visual representations of financial accounts and displaying comprises displaying the transaction images in a visual representation of a wallet.

20. A tracking apparatus including a computer having a processor for executing code, input/output devices for transfer of data, a display for displaying data and a memory for storing account data for a plurality of accounts, each account having a plurality of fields for the account data, the apparatus comprising:

means for storing each of a plurality of transaction images in association with an account store, each account store associated with at least one entry sequence defining a sequence of inputs to a subset of fields of the account,

means for displaying the plurality of transaction images on said display,

means for receiving a user input selecting one of said images by an input to an input/output device, and

means for executing an entry sequence for the account store associated with the selected transaction image for entry of transaction data into the subset of fields defined by the entry sequence.

21. The tracking apparatus of claim 20, further comprising:

means for displaying said subset of fields for entry of transaction data in response to said execution of the entry sequence,

means for receiving transaction data for said subset of fields,

means for storing said transaction data in the account store associated with the selected transaction image.

22. The tracking apparatus of claim 20 wherein said transaction images are representations of transaction instruments and the means for displaying comprises means for displaying the transaction images in a visual representation of a wallet.

23. The tracking apparatus of claim 20 wherein each transaction image is associated with a single entry sequence.

24. The tracking apparatus of claim 20 wherein each transaction image is associated with a single account store.

25. The tracking apparatus of claim 20 wherein each transaction image is associated with a subset of selected ones of the fields for an account, each account having a plurality of said subsets.

26. The tracking apparatus of claim 20 wherein said means for executing of an entry sequence automatically sequences through said subset of fields.

27. The tracking apparatus of claim 20 wherein said means for executing of an entry sequence automatically enters transaction data into one or more of said subset of fields.

28. The tracking apparatus of claim 20 wherein said computer includes an activation routine and said means for displaying a plurality of transaction images on said display is executed directly in response to said activation routine without need for user input.

29. The tracking apparatus of claim 20 wherein said computer forms part of a computer system including a plurality of external devices for providing transaction data to said computer.

30. The tracking apparatus of claim 29 wherein one of said external devices is a terminal providing transaction data and said step of receiving transaction data receives transaction data directly from said terminal.

31. The tracking apparatus of claim 30 wherein said terminal provides merchant identification as part of said transaction data.

32. The tracking apparatus of claim 30 wherein said terminal provides standard industry codes as part of said transaction data.

33. The tracking apparatus of claim 29 wherein one of said external devices is a terminal providing transaction data and said receiving transaction data step receives transaction data directly from the terminal.

34. The tracking apparatus of claim 29 wherein one of said external devices is a host computer providing transaction data and said receiving transaction data step receives transaction data directly from the host computer.

35. The tracking apparatus of claim 29 wherein one of said external devices is connected to said computer through a wireless connection.

36. The tracking apparatus of claim 29 wherein one of said external devices is connected to said computer through a telephone connection.

37. The tracking apparatus of claim 20 wherein said transaction image is an image of a credit card.

38. The tracking apparatus of claim 20 wherein said transaction image is an image of an ATM card.

39. The tracking apparatus of claim 20 wherein said transaction image is an image of a debit card.

40. The tracking apparatus of claim 20 wherein said transaction image is an image of cash.

41. The tracking apparatus of claim 20 wherein said means for executing of an entry sequence automatically sequences through said subset of fields and returns to said transaction image display for selection of another transaction image.

42. The tracking apparatus of claim 20 wherein said transaction images visual representations of categories and displaying comprises displaying the transaction images in a visual representation of a wallet.

43. The tracking apparatus of claim 20 wherein said transaction images are visual representations of financial accounts and displaying comprises displaying the transaction images in a visual representation of a wallet.

44. In an apparatus including a processor for executing a computer program, input/output devices for transfer of data, a display for displaying data, a computer readable memory for storing account data for a plurality of accounts, each account having a plurality of fields for the account data, the computer readable memory further storing a computer program that controls the processor to perform the operations of:

storing each of a plurality of transaction images in association with an account store, each account store associated with at least one entry sequence defining a sequence of inputs to a subset of the fields of the account,

displaying the plurality of transaction images on said display,

receiving a user input selecting one of said images by an input to an input/output device, and,

executing the entry sequence for the account store associated with the selected transaction image for entry of transaction data into the subset of fields defined by the entry sequence.

45. The computer readable memory of claim 44, wherein the computer program further controls the processor to perform the operations of:

displaying the subset of fields for entry of transaction data in response to said execution of the entry sequence,

receiving transaction data for the subset of fields,

storing said transaction data in the account store associated with the selected transaction image.

46. The computer readable memory of claim 44, wherein said transaction images are representations of transaction instruments and the processor displays the transaction images in a visual representation of a wallet.

47. A computer readable memory for use with an apparatus including a processor, an input device for receiving data, and a display device for displaying data and images, the computer readable memory adapted to store account data for a plurality of accounts, each account having a plurality of fields for the account data, the computer readable memory further storing:

a plurality of transaction images, each transaction image associatable with an account store for an account, and adapted to be displayed on the display device;

an image display function, executable by the processor, that displays the plurality of transaction images on the display device;

a plurality of transaction entry sequences, each transaction entry sequence associated with a subset of fields of an account to define a sequence of inputs into the subset of fields, each transaction entry sequence adapted to cause the processor to display the subset of fields of an account on the display device;

a transaction image selector, executable by the processor, that selects a transaction image in response to a selection thereof received by the input device, and initiates the transaction entry sequence for the account associated with the selected transaction image;

a data entry function, executable by the processor, that receives transaction data input into a subset of fields displayed by a transaction entry sequence; and

,

a data store function, executable by the processor, that stores received transaction data into an account store associated with the selected transaction image.