Intuit, Inc.

George A Hansen

Benjamin R Weiss

James Robert Del Favero

Glynis Hively

David R Larsen

Marko Rukonic

Todd Matthew Fitch

Joseph William Wells, Iii

Chris Lee

Nicholas Augustine Mooney

Barron R Ernst

Jim Del Favero

Katherine A Welker

Mitchell D Bayersdorfer

Karen Tomlinson

A system and method for providing a visual scrollbar position indicator whereby data included in a defined data field, or other data, associated with each entry in a list of entries is selected for display and as the list of entries is being scrolled through, the data included in the defined data field, or other data, associated with each entry in the list of entries selected for display is displayed to the user as each entry is passed, i.e., scrolled through, and as the scrolling is in progress, i.e., while the scrolling function is still activated.

Method and system for providing a visual scrollbar position indicator

A system that determines a standard payee name for a payee is presented. During operation, the system receives a non-standard payee name, wherein the non-standard payee name can be a user-defined payee name, which is defined by a user, or a normalized payee name, which is defined by a financial institution. Next, the system determines whether the non-standard payee name is associated with the standard payee name by using the non-standard payee name to search through data structures containing associations between one or more of the following: user-defined payee names and normalized payee names; user-defined payee names and standard payee names; and normalized payee names and standard payee names. If the non-standard payee name is associated with a standard payee name, the system can perform specified actions.

Method and apparatus for determining a standard name for a payee

A method for managing financial data involves parsing a digital file to obtain metadata describing the digital file, where the digital file includes financial data. The method further involves importing the digital file to a financial management application, identifying a record in the financial management application that is associated with the digital file, based on metadata describing the digital file, and linking the digital file to the record in the financial management application.

Method and system for managing financial data

Financial data associated with one or more 'contributing consumers' is obtained from one or more sources and categorized and associated with a specific expense/income category. One or more attributes associated with the contributing consumers are then identified and used to analyze, aggregate, and categorize the financial data according to the attributes. Data representing a user financial transaction is then obtained for categorization and one or more specific user attributes associated with the user are identified. The user financial transaction is then categorized based, at least in part, on the categorization of similar contributing consumer financial transactions by contributing consumers having at least one of the specific user attributes.

Method and system for automatic categorization of financial transaction data based on financial data from similarly situated users

A method for account tracking that includes receiving a request to generate a report for a business entity, wherein the request specifies a tag associated with the business entity, identifying a plurality of transaction records based on the tag to obtain a plurality of identified transaction records for the business entity, assigning a business category from a plurality of business categories to at least one of the plurality of identified transaction records not associated with one of the plurality of business categories, and generating the report for the business entity by grouping the plurality of identified transaction records according to the plurality of business categories.

Method and system for account tracking

A financial data management application sets up a placeholder entry for entered current holdings information in which all the historical transactions that led to the current holdings have not been accounted for. Backfill transactions may be entered later on to update the placeholder entry with all or part of the historical transactions that led to the current holdings. If a backfill transaction is entered, the placeholder entry is adjusted to reflect the backfill transaction.

Method and system for backfilling transactions in an account

A system and method for making life cycle plans includes a planning engine, an input/output module, a user interface, and financial planning software. The planning engine maintains a plurality of items associated with one or more life cycle plans. Each item has one or more variables, which store data. Each item additionally maintains information about its status within each plan. For each plan, the individual item may be active, inactive, or not present in the plan. When a second or subsequent plan is created, only those items having new or changed variable values are recreated. Instead of each item being copied to the second plan, the item instead maintains state information indicating its state within each plan.

Managing changes among multiple life cycle plans

A method for associating a tax-line item to a user transaction in a financial management software application including obtaining the user transaction by the financial management software application, associating a first tax line item with the user transaction, where the tax line item is selected by accepting input from a user separately from categorizing the transaction, and presenting the user transaction and the first tax line item selected by the user.

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Danville, CA, United States of America

George A Hansen