Intuit, Inc.

J W M Spies

John Reed Flora

Glynis Hively

David R Larsen

Nicholas Augustine Mooney

Sandeep Sagar

A method and apparatus for displaying relative spending pattern data includes a process for displaying relative spending pattern data and/or an application for displaying relative spending pattern reports whereby, data representing various financial transactions is obtained and categorized by a computing system implemented financial management system. The financial transaction data is then stored. A user is then provided with a user interface including a capability to activate a selected item in order to generate a relative spending pattern data report for the selected item. Once an item is selected and/or activated, relative spending pattern report parameters are automatically selected based on historical transaction data and/or input by customers/users. A relative spending pattern report is then prepared using data from the computing system implemented financial management system and the relative spending pattern report parameters provided.

Relative spending pattern reports for a financial management system

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.

Growing community of inventors

Mountain View, CA, United States of America

J W M Spies