Intuit, Inc.

Yuri Kapulkin

Marko Rukonic

James Robert Del Favero

Mark Robert Shulman

Thomas E Hurlbutt

Nicholas Augustine Mooney

Albert Joongkyu Ko

Mitchell D Bayersdorfer

David McIelland

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

Systems, methods and articles of manufacture for displaying a list of a plurality of accounts of a user in an online financial services website are provided. A relevance index is determined for each account accessible by the user at the website which is based upon a number of account factors related to the expected level of interest for each account. The website displays a list of the accounts in an order from of relevance based upon the relevance index for each account so that the accounts of most interest to the user are displayed at the top of the list.

Methods, systems and apparatus for providing a dynamic account list in an online financial services system

A method and system for providing intelligent targeted budget analysis and recommendations based on financial data from similarly situated individuals whereby financial data associated with multiple individuals is obtained and analyzed to identify financial profile elements associated with each individual. Data indicating the financial profile elements associated with the each of the individuals is stored in a financial profile database. The financial data associated with a given individual is then also obtained and analyzed to identify financial profile elements associated with the given individual. The financial profile elements associated with the given individual are then used to search the financial profile database to find one or more individuals that are financial peers of the given individual. The financial data associated with the identified one or more financial peers of the given individual is then analyzed, aggregated, averaged, and/or otherwise processed, to provide the given individual one or more budget recommendations.

Method and system for providing intelligent targeted budgeting using financial transaction data from similarly situated individuals

Growing community of inventors

Sunnyvale, CA, United States of America

Yuri Kapulkin