Intuit, Inc.

Glynis Hively

David R Larsen

George A Hansen

Benjamin R Weiss

Nicholas Augustine Mooney

Todd Matthew Fitch

James Robert Del Favero

John Reed Flora

Joseph William Wells, Iii

Katherine A Welker

J W M Spies

Sandeep Sagar

Karen Tomlinson

Embodiments of the present invention provide a system that configures a download technique. The system starts by determining a priority order for a set of download techniques. The system then attempts to download information from an institution using download techniques from the set of download techniques. While attempting to download information, the system attempts the download techniques in priority order. If information is downloaded using a given download technique, the system records the given download technique and uses the given download technique to perform subsequent downloads.

Method and apparatus for downloading information

Financial data associated with one or more 'contributing consumers' is obtained from one or more sources. The financial data includes data associated with specific financial transactions and the specific financial transactions are tagged as sharable by the contributing consumers. The financial data, and/or specific financial transactions are categorized by the contributing consumers, and/or associated with a specific purchase of a parent product and/or service. The financial data obtained from one or more contributing consumers is then aggregated, processed, and/or categorized, according to the parent product and/or service associated with the financial data. A 'user consumer' then initiates a request for financial data associated with the purchase of a specified product and/or service. The financial data obtained from one or more contributing consumers is then searched and data associated with the purchase of the specified product and/or service and any other secondary purchases, is presented to the user consumer.

Method and system for estimating the actual cost of a product or service using financial data

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 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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San Jose, CA, United States of America

Glynis Hively