Intuit, Inc.

Catherine Cacheris

Grace Wu

Susrutha Gongalla

Carly Wood

Heidi Yang

Prasannavenkatesh Chandrasekar

Justin Li

Joanna Sim

Justin Eli Calles

Rit Mishra

Gerald Carvalho

Hannah Hudson

Aspects of the present disclosure provide techniques for displaying reduced data sets based on pre-classification of a larger data set. Embodiments include receiving a plurality of activity records describing a plurality of activities associated with the user. Embodiments further include grouping the plurality of activities into one or more pre-classified data sets based on the plurality of activity records. Embodiments further include providing the user with a summary of a pre-classified data set of the one or more pre-classified data sets via a user interface. Embodiments further include providing the user, via the user interface, with a user interface element that allows the user to provide input related to the pre-classified data set based on the summary. Embodiments further include receiving input from the user via the user interface, the input relating to the pre-classified data set.

User interfaces based on pre-classified data sets

Aspects of the present disclosure provide techniques for displaying reduced data sets based on pre-classification of a larger data set. Embodiments include receiving a plurality of activity records describing a plurality of activities associated with the user. Embodiments further include grouping the plurality of activities into one or more pre-classified data sets based on the plurality of activity records. Embodiments further include providing the user with a summary of a pre-classified data set of the one or more pre-classified data sets via a user interface. Embodiments further include providing the user, via the user interface, with a user interface element that allows the user to categorize all activities in the pre-classified data set together based on the summary. Embodiments further include receiving input from the user via the user interface, the input assigning a category to all activities in the pre-classified data set together based on the summary.

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San Diego, CA, United States of America

Catherine Cacheris