Intuit, Inc.

Nicholas Augustine Mooney

Marko Rukonic

Glynis Hively

David R Larsen

James Robert Del Favero

John Reed Flora

George A Hansen

Yuri Kapulkin

J W M Spies

Mitchell D Bayersdorfer

Sandeep Sagar

Graphical user interfaces or visual representations of budgets and related systems and methods for visually presenting a budget and how consumer spending adheres to the budget. Budget elements or panels relate to budget categories, and respective sizes of budget elements indicate respective portions of income allocated to corresponding budget categories. Income amounts or desired savings amounts can be adjusted, in response to which sizes of the selected budget and savings elements are changed. After establishing a budget, the consumer purchases items. Corresponding budget elements are filled to indicate respective allocated amounts of income spent on respective budget elements by the consumer. An empty budget element indicates no money has been spent, a partially filled budget element indicates that some of the allocated income was spent, and a completely filled budget element indicates that all of the allocated income was spent. Overspending may be indicated by emphasizing the budget element.

Interactive budget display including dynamically adjustable budget elements

A method and system for detecting and categorizing recurring income whereby financial transaction data associated with a given user is obtained from one or more sources. One or more income identification parameters are defined. The given user identifies one or more deposit transactions included in the financial transaction data as an income transaction. The one or more income identification parameter values associated with one or more unidentified deposit transactions are then compared with the income identification parameter values associated with the user identified income transactions. Any of one or more unidentified deposit transactions having income identification parameter values the same as, or sufficiently similar to, the income identification parameter values associated with the user identified income transactions are then categorized as identified income transactions of the same type, and/or as being from the same given payor/income source, as the user identified income transactions.

Method and system for detecting recurring income from financial transaction data

Embodiments of the present invention provide a system that configures a download technique. The system starts by determining a priority order for a set of download techniques. The system then attempts to download information from an institution using download techniques from the set of download techniques. While attempting to download information, the system attempts the download techniques in priority order. If information is downloaded using a given download technique, the system records the given download technique and uses the given download technique to perform subsequent downloads.

Method and apparatus for downloading information

A method for associating a tax-line item to a user transaction in a financial management software application including obtaining the user transaction by the financial management software application, associating a first tax line item with the user transaction, where the tax line item is selected by accepting input from a user separately from categorizing the transaction, and presenting the user transaction and the first tax line item selected by the user.

Method and user interface for assigning a tax line item to a user transaction

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San Jose, CA, United States of America

Nicholas Augustine Mooney