Intuit, Inc.

Mark Robert Shulman

Albert Joongkyu Ko

Derrick Ruyoung Chao

Muhammet Serdar Akin

Matthew James Homier

Thomas E Hurlbutt

Lindsay Gordon Matthews

Yuri Kapulkin

Gary Stephen Hanson

Trevor D Dryer

Christopher Lang Mocko

Lei Wang

Anne-Marie Colendich

Anders B Martinson

Edward D Robinson

Jeannie M Stauffer

David McIelland

Systems, methods and articles of manufacture for displaying a list of a plurality of accounts of a user in an online financial services website are provided. A relevance index is determined for each account accessible by the user at the website which is based upon a number of account factors related to the expected level of interest for each account. The website displays a list of the accounts in an order from of relevance based upon the relevance index for each account so that the accounts of most interest to the user are displayed at the top of the list.

Methods, systems and apparatus for providing a dynamic account list in an online financial services system

Systems, computerized methods and computer program products for alerting consumers during on-line transactions. A consumer utilizes a browser executing on a computer to begin an on-line transaction. An add-on such as a plug-in to the browser detects that the consumer has begun an on-line transaction. The add-on accesses an account of the consumer hosted by a financial management system and compares alert criteria and data of the on-line transaction and before the on-line transaction is completed, generates an alert that is displayed to the consumer if execution of the on-line transaction would generate a pre-determined result relative to the alert criteria, e.g., if the transaction causes the consumer to go over budget or a bank account balance would drop below a certain level. The alert can be a passive notification or an active alert that invokes a waiting or cooling off period or prevents the consumer from completing the transaction.

Real-time alert during on-line transaction

A method for managing the use of a gift card with a personal financial management application (PFMA), including storing a balance of the gift card in the PFMA, obtaining, using a central processor (CPU) of a computer and within the PFMA, a transaction of a user, identifying, using the CPU, the gift card as a payment source of the transaction, and adjusting, using the CPU and in response to identifying the gift card as the payment source, the balance in the PFMA based on the transaction.

Personal financial manager with gift cards aggregation

Computer implemented methods, systems, and computer program products for automating the setup of a user's financial management product account for electronic transfer of data between an account at a financial institution and the user's financial management product account, by receiving a link having financial account information, executing the user's financial management product in response to the link, extracting the financial account information from the link, providing the financial account information from the link to the user's financial management product, and configuring the financial management product account to receive electronic transfer of data from the account at the financial institution.

Automating setup of a user's financial management application account for electronic transfer of data with a financial institution

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Mountain View, CA, United States of America

Mark Robert Shulman