Intuit, Inc.

Justin Eli Calles

Prasannavenkatesh Chandrasekar

Grace Wu

Susrutha Gongalla

Heidi Yang

Carly Wood

Justin Li

Joanna Sim

Rit Mishra

Gerald Carvalho

Catherine Cacheris

Mike Tai

Hannah Hudson

A transaction tracking service (TTS). The TTS includes a transaction repository configured to store transaction records organized within a transaction groups. The TTS also includes a computer processor operatively connected to the transaction repository. The computer processor is configured to execute instructions to make a first determination that a first transaction record of the plurality of transaction records is unassigned, generate, based on the first determination, an unassigned transaction list (UTL) comprising a first set of transaction data associated with the first transaction record, and transmit the UTL to a client device operatively connected to the TTS.

Method and transaction tracking service for surfacing rule-creation actions

Aspects of the present disclosure provide techniques for displaying reduced data sets based on pre-classification of a larger data set. Embodiments include receiving a plurality of activity records describing a plurality of activities associated with the user. Embodiments further include grouping the plurality of activities into one or more pre-classified data sets based on the plurality of activity records. Embodiments further include providing the user with a summary of a pre-classified data set of the one or more pre-classified data sets via a user interface. Embodiments further include providing the user, via the user interface, with a user interface element that allows the user to provide input related to the pre-classified data set based on the summary. Embodiments further include receiving input from the user via the user interface, the input relating to the pre-classified data set.

User interfaces based on pre-classified data sets

A method of presenting transactions to a user via a client device for review. Each of the transactions and transactions details are presented in a transaction cell. The user swipes the corresponding transaction cell, thus assigning the associated transaction to a category. In detecting a swipe across a transaction cell, a temporary (yet visible) pause of the swipe interaction is performed, alongside the presentation of an action prompt within the transaction cell directed to performing actions relevant to the transaction. Constrained by a swipe pause timer (SPT), the user is provided a short time window in which to engage the action prompt in order to pursue the actions disclosed by the action prompt. If engagement of the action prompt is not pursued by the user prior to the elapsing of the SPT, the swipe interaction proceeds without hindering the speed with which the user typically reviews a transaction.

Aspects of the present disclosure provide techniques for displaying reduced data sets based on pre-classification of a larger data set. Embodiments include receiving a plurality of activity records describing a plurality of activities associated with the user. Embodiments further include grouping the plurality of activities into one or more pre-classified data sets based on the plurality of activity records. Embodiments further include providing the user with a summary of a pre-classified data set of the one or more pre-classified data sets via a user interface. Embodiments further include providing the user, via the user interface, with a user interface element that allows the user to categorize all activities in the pre-classified data set together based on the summary. Embodiments further include receiving input from the user via the user interface, the input assigning a category to all activities in the pre-classified data set together based on the summary.

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San Francisco, CA, United States of America

Justin Eli Calles