Intuit, Inc.

Jeffrey P Zimmerman

Michael Klieman

Scott D Cook

Kevin M Reeth, Ii

Joseph William Wells, Iii

Jwm Spies

Craig La Salle

A system and method for modifying financial transaction categorization lists based on input from multiple users whereby, when a given user of a computing system implemented financial management system modifies their own list of possible categorizations for a given financial transaction, data indicating the given user's modification of the given user's own list of possible categorizations for a given financial transaction is obtained by the computing system implemented financial management system. The obtained data indicating the given user's modification of their own list of possible categorizations for a given financial transaction is then used by the computing system implemented financial management system to create and/or modify a shared list of possible categorizations for a given financial transaction. The shared list of possible categorizations for a given financial transaction is then made available to, and/or used by, a community of users of the computing system implemented financial management system.

Method and system for modifying financial transaction categorization lists based on input from multiple users

A system and method compares aggregated spending transactions of a target entity with those of a collection of entities. The system and method aggregates spending transactions of the target entity, and compares with the corresponding aggregated spending transactions of the collection of entities.

Automated aggregation and comparison of business spending relative to similar businesses

A method and apparatus for identifying recurring payments analyzes historical transactions from a predefined time period to identify potential recurring payments and payees, based on one or more potential recurring payment identification parameters. Once potential recurring payments are identified by analyzing the historical transaction data, the user is presented with potential recurring payments report including a list of the potential recurring payments. In one embodiment, the user is given the opportunity to designate a given potential recurring payment as a confirmed recurring payment. Once a potential recurring payment is confirmed as a recurring payment, the data associated with that recurring payment, such as payee, account number, routing/address, payment amount, and date of payment is saved and the user has the opportunity to set up automatic payment of the recurring payment at a selected interval or to have the recurring payment appear as a payment option at a time selected interval.

Growing community of inventors

Menlo Park, CA, United States of America

Jeffrey P Zimmerman