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:
Apr. 06, 2010

Filed:

Apr. 14, 2006
Applicants:

Jeffrey Zimmerman, Menlo Park, CA (US);

Jwm Spies, San Mateo, CA (US);

Craig LA Salle, Los Altos, CA (US);

Inventors:

Jeffrey Zimmerman, Menlo Park, CA (US);

JWM Spies, San Mateo, CA (US);

Craig La Salle, Los Altos, CA (US);

Assignee:

Intuit Inc., Mountain View, CA (US);

Attorneys:
Primary Examiner:
Int. Cl.
CPC ...
G06Q 40/00 (2006.01);
U.S. Cl.
CPC ...
Abstract

A method and apparatus for identifying recurring payments analyzes historical transactions from a predefined time period to identify potential recurring payments and payees, based on one or more potential recurring payment identification parameters. Once potential recurring payments are identified by analyzing the historical transaction data, the user is presented with potential recurring payments report including a list of the potential recurring payments. In one embodiment, the user is given the opportunity to designate a given potential recurring payment as a confirmed recurring payment. Once a potential recurring payment is confirmed as a recurring payment, the data associated with that recurring payment, such as payee, account number, routing/address, payment amount, and date of payment is saved and the user has the opportunity to set up automatic payment of the recurring payment at a selected interval or to have the recurring payment appear as a payment option at a time selected interval.


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