Intuit, Inc.

Neeraj Subhash Joshi

Kenneth W Hanscom

Raghunath Battula

Michael Patrick Owen

Nagananda Addagadde

Anthony Mario Pasciucco, Jr

Jaime Brooke Goodman

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.

Growing community of inventors

Santa Clara, CA, United States of America

Neeraj Subhash Joshi