Intuit, Inc.

Mike Tai

Prasannavenkatesh Chandrasekar

Justin Eli Calles

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

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.

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San Jose, CA, United States of America

Mike Tai