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.

Date of Patent:
Jul. 21, 2020

Filed:

Dec. 14, 2010
Applicants:

Joseph Carl Dickerson, Dacula, GA (US);

Barbara Wilson Whiteside, Snellville, GA (US);

Inventors:

Joseph Carl Dickerson, Dacula, GA (US);

Barbara Wilson Whiteside, Snellville, GA (US);

Assignee:

FISERV, INC., Brookfield, WI (US);

Attorney:
Primary Examiner:
Assistant Examiner:
Int. Cl.
CPC ...
G06Q 20/10 (2012.01); G06Q 40/02 (2012.01); G06Q 20/40 (2012.01);
U.S. Cl.
CPC ...
G06Q 20/102 (2013.01); G06Q 20/405 (2013.01); G06Q 40/02 (2013.01);
Abstract

Systems and methods for generating proposed budget amounts by a budget tool are provided. A budget system identifies a budget category for a user. Information associated with one or more payees of the user and payment history information associated with one or more payments made to a payee included in the one or more payees is obtained from a bill payment system. Based at least in part on the obtained information, the payee is identified by the budget system as a budget payee associated with the budget category. Based at least in part on the identified payment history information, a proposed budget amount for the budget payee is calculated. A presentation is generated that includes an indication of the budget category, an indication of the budget payee, and an indication of the proposed budget amount. The generated presentation is transmitted by the budget system for display to the user.


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