Intuit, Inc.

Aaron Elias Berhanu

Justin M Glaeser

Ummulkiram Mohammed Dahodwala

Simon Levy

Ashli Louise Pfeiffer

Ellen Chen Shen

Maya Kathryn Wilton

A method and system for providing real-time financial goal monitoring and analysis whereby a given user defines budgetary and/or financial goals for one or more financial categories for a given period of time. A merchant/category database is created that associates one or more merchants with potential financial categories and when the given user accesses a given user interface of a website associated with a given merchant, Uniform Resource Locator (URL) data for the website being accessed is obtained and used to identify the given merchant associated with the given website. The merchant/category database is then searched to find potential financial categories associated with the given merchant and the financial budget/goal data indicating the given user's budgetary and/or financial goals for the financial categories associated with the given merchant is then obtained along with current financial data indicating the given user's actual spending in each of the potential financial categories associated with the given merchant for the given period of time. Remaining balance data for the potential financial categories associated with the given merchant for the given period of time is then generated and displayed to the user in the same display displaying the user interface of the given merchant website.

Method and system for providing real-time financial goal monitoring and analysis

A method and system for displaying to a user the effect of a hypothetical purchase on the user's budgetary goals whereby a given product and/or service being considered for purchase and/or the cost of the given product and/or service being considered is identified and a product/service category database is searched to find a financial category associated with the given product and/or service. Financial budget/goal data indicating the given user's one or more budgetary and/or financial goals for a financial category associated with the given product and/or service for the given period of time, the current financial data indicating the given user's actual spending in the financial category associated with the given product and/or service for the given period of time, and the data indicating the cost of the given product and/or service being considered for purchase is analyzed to present the user data indicating the hypothetical remaining balance for the financial category associated with the given product and/or service for the given period of time that would result if the given product and/or service were actually purchased.

Method and system for informing a user of the effect of a hypothetical purchase on the user's finances at the point of sale

A method for distributing a quiz on a social network service, including: extracting, from a personal financial management application (PFMA), a spending history of a user of the PFMA, where the spending history includes a plurality of categories defined in the PFMA and a plurality of transactions performed by the user; selecting a category of the plurality of categories; selecting a question from a plurality of questions based on the category; generating an answer to the question based on the plurality of transactions within the category; adding, to the quiz describing a financial behavior of the user, the question and a plurality of response choices including the answer to the question; and distributing the quiz to a plurality of contacts of the user in the social network service.

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San Francisco, CA, United States of America

Aaron Elias Berhanu