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:
Sep. 14, 2010
Filed:
Jan. 12, 2004
David R. Larsen, San Jose, CA (US);
Katherine A. Welker, San Carlos, CA (US);
George a Hansen, Danville, CA (US);
Joseph W. Wells, Iii, San Carlos, CA (US);
Karen Tomlinson, San Francisco, CA (US);
Glynis L. Hively, Santa Clara, CA (US);
David R. Larsen, San Jose, CA (US);
Katherine A. Welker, San Carlos, CA (US);
George A Hansen, Danville, CA (US);
Joseph W. Wells, III, San Carlos, CA (US);
Karen Tomlinson, San Francisco, CA (US);
Glynis L. Hively, Santa Clara, CA (US);
Intuit Inc., Mountain View, CA (US);
Abstract
A financial data management application sets up a placeholder entry for entered current holdings information in which all the historical transactions that led to the current holdings have not been accounted for. Backfill transactions may be entered later on to update the placeholder entry with all or part of the historical transactions that led to the current holdings. If a backfill transaction is entered, the placeholder entry is adjusted to reflect the backfill transaction.