Intuit, Inc.

Didrik Hoag

James Robert Del Favero

Benjamin R Weiss

John Reed Flora

A method and system for identifying business managing consumers includes a process for identifying business managing consumers whereby financial transaction data for various consumers is obtained from one or more sources using a computing system implemented financial management system. The consumers' financial transaction data is then analyzed to identify financial transactions typically associated with ownership and/or management of a business, i.e., business management related transactions. If more than a defined threshold number of business management related transactions associated with a given consumer are identified, that consumer is categorized as a business managing consumer. Sellers of business related products and/or service are then given access to the identified business managing consumers for promoting their various business related products and services.

Method and system for providing sellers access to business managing consumers

A system for displaying a spending comparison report includes a spending data repository, a report module, and a display device. The spending data repository is configured to store a current spending amount associated with a current spending group ID and a current spending date, and a historical spending amount associated with a historical spending group ID and a historical spending date. The report module is configured to obtain a spending data grouping selected from multiple spending data groupings, obtain a current date range for the spending data grouping, generate multiple selectable historical date ranges based on the current date range, obtain a historical date range selected from the multiple selectable historical date ranges, retrieve the current spending amount, retrieve the historical spending amount from the spending data repository, and obtain a spending difference between the current spending amount and the historical spending amount. The display device is configured to display the current spending amount, the spending difference, and the historical spending amount.

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San Carlos, CA, United States of America

Didrik Hoag