Intuit, Inc.

Joseph William Wells, Iii

Steven A Sholtis

Michael Klieman

Kenneth Jerome Henderson

Terry F LeClair

George A Hansen

Glynis Hively

David R Larsen

Kevin M Reeth, Ii

Marni Berger

Jeffrey P Zimmerman

Aaron Brady

Katherine A Welker

Kristin Ann Carter

Soojin Jeong Lim

Ariege Misherghi

Karen Tomlinson

A system and method for managing alerts analyzes financial data received from multiple sources according to financial rules associated with a client consumer. Financial data not meeting one or more conditions of the financial rules is organized and presented to a financial professional managing the financial data on behalf of the client consumer. Some conditions of some financial rules are learned, based on events relating to the financial data. Some financial rules are performed for more than one client, while others are specific to a particular client.

System and method for proactively managing alerts

A method for feature migration that includes defining a feature specification of a feature in a first application, wherein the feature specification comprises a feature element in a first specification defining the first application, defining a profile specification of a second application, importing the feature specification of the feature into the profile specification, and generating code for the second application using the profile specification, wherein the feature is thereby incorporated in the second application.

Method and system for feature migration

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 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

Growing community of inventors

San Carlos, CA, United States of America

Joseph William Wells, Iii