Intuit, Inc.

Nagananda Addagadde

Raghunath Battula

Kenneth W Hanscom

Michael Patrick Owen

Charles Richard Honton

Neeraj Subhash Joshi

Carson Page Benson

Scott William Paxman

Anthony Mario Pasciucco, Jr

Jaime Brooke Goodman

Donald Victor Ius

A method for tracking financial transactions, including: obtaining a group of financial transactions; identifying a first financial transaction of the group of financial transactions involving a payment from a financial account held by a financial institution; allocating an amount of the first financial transaction corresponding to the payment to a budget category, wherein the first financial transaction includes a name of a merchant; accessing a website of the merchant; matching, on the website of the merchant, a list of purchased items to the first financial transaction based on the amount; extracting, after matching, the list of purchased items from the website of the merchant; identifying, after extracting the list of purchased items, a new budget category based on a purchased item of the list of purchased items; and reallocating at least a portion of the amount corresponding to the purchased item to the new budget category.

Data categorization/itemization using smart matching technology

A system and method for transferring bill payment data whereby a user identifies their current financial institution and provides authentication data associated with their current online account system. The current online account system is then accessed using the user provided current online account system authentication data and data associated with a bill payment feature, and/or recurring bill payment feature, of the current online account system is obtained and/or copied, in one example using screen scraping technology. The data associated with the bill payment feature, and/or recurring bill payment feature, of the current online account system is displayed to the user and the user is provided the opportunity to select what portions of the data are to be transferred to a bill payment feature, and/or recurring bill payment feature, of the a new online account system. The selected data then transferred to the bill payment feature, and/or recurring bill payment feature, of the new online account system.

Method and system for transferring bill payment data

Growing community of inventors

Cupertino, CA, United States of America

Nagananda Addagadde