Intuit, Inc.

Jwm Spies

Wendy Ann Castleman

Jeffrey P Zimmerman

Arthur Andrew Pawlak

Craig La Salle

Pranay Kapadia

A method for generating a pricing estimate involves displaying a graphical user interface (GUI) to obtain and display data associated with the pricing estimate, receiving items of the pricing estimate receiving a request to generate the pricing estimate, and obtaining, in response to receiving the request, pricing data for the items from a pricing server collecting pricing data from suppliers. The method further involves accessing a pricing rule relating to items of the pricing estimate, applying the pricing rule to the pricing data for the items to obtain adjusted pricing data, populating the GUI with the adjusted pricing data, calculating a total estimated cost based on adjusted pricing data and displaying the total estimated cost within the GUI.

Generating pricing estimates

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.

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Mountain View, CA, United States of America

Jwm Spies