Intuit, Inc.

Raghunath Battula

Thirugnanam Subbiah

Kenneth W Hanscom

Charles Richard Honton

Nagananda Addagadde

Gang Wang

Yogish Pai

Michael Patrick Owen

Richard M Ng

Don Emmanuel Bernal

Scott William Paxman

David L Henry

Jaime Brooke Goodman

Sunil Bannur Vittal

Anthony Mario Pasciucco, Jr

John P Motz

Donald Victor Ius

Neeraj Subhash Joshi

Carson Page Benson

Embodiments of a computer system, a method and a computer-program product (e.g., software) for use with the computer system are described. These embodiments may allow users to create or maintain (including repair and validation), which collect user information from a web page. In particular, using a web browser extension, one or more users' actions while navigating or interacting with the web page are captured. This captured user-action information may specify the layout of the web page, including data locations and/or types of data. Then, using the captured user-action information, a new scraping script can be generated or, based at least in part on determined changes to the web page, an existing scraping script can be maintained.

Generating a script based on user actions

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 technique for collecting financial information is described. During this technique, a customer request to a financial institution to access a financial-software application is used to initiate an exchange of financial information between the financial institution and a provider of the financial-software application. In particular, in response to the forwarded customer request, the provider of the financial-software application may request, and then receive, financial information associated with the customer's account from the financial institution. Subsequently, the provider of the financial-software application may provide a document that facilitates access to the financial-software application to the customer. This document may include at least some of the received financial information. Note that in all of the communication between the provider of the financial-software application and the financial institution, credential information for the customer, such as a password associated with the account, may be excluded.

Technique for collecting financial information

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

Sunnyvale, CA, United States of America

Raghunath Battula