The patent badge is an abbreviated version of the USPTO patent document. The patent badge does contain a link to the full patent document.
The patent badge is an abbreviated version of the USPTO patent document. The patent badge covers the following: Patent number, Date patent was issued, Date patent was filed, Title of the patent, Applicant, Inventor, Assignee, Attorney firm, Primary examiner, Assistant examiner, CPCs, and Abstract. The patent badge does contain a link to the full patent document (in Adobe Acrobat format, aka pdf). To download or print any patent click here.
Patent No.:
Date of Patent:
Jul. 10, 2018
Filed:
Oct. 29, 2010
Kenneth William Hanscom, Newbury Park, CA (US);
Michael Patrick Owen, Mountain View, CA (US);
Nagananda Addagadde, Cupertino, CA (US);
Neeraj Subhash Joshi, Santa Clara, CA (US);
Anthony Mario Pasciucco, Jr., Oakland, CA (US);
Raghunath Narasimha Battula, Sunnyvale, CA (US);
Jaime Brooke Goodman, Thousand Oaks, CA (US);
Kenneth William Hanscom, Newbury Park, CA (US);
Michael Patrick Owen, Mountain View, CA (US);
Nagananda Addagadde, Cupertino, CA (US);
Neeraj Subhash Joshi, Santa Clara, CA (US);
Anthony Mario Pasciucco, Jr., Oakland, CA (US);
Raghunath Narasimha Battula, Sunnyvale, CA (US);
Jaime Brooke Goodman, Thousand Oaks, CA (US);
Intuit Inc., Mountain View, CA (US);
Abstract
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.