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:
Jun. 21, 2011

Filed:

Jul. 30, 2008
Applicants:

Marko Rukonic, San Jose, CA (US);

Suresh R. Rao, Cupertino, CA (US);

Inventors:

Marko Rukonic, San Jose, CA (US);

Suresh R. Rao, Cupertino, CA (US);

Assignee:

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

Attorney:
Primary Examiner:
Int. Cl.
CPC ...
G06F 17/30 (2006.01);
U.S. Cl.
CPC ...
Abstract

A method for categorizing financial transactions, that includes identifying a vendor of the first financial transaction. An attempt is made to categorize the transaction on a first categorization level complying with a first categorization scheme, then a second categorization level that complies with a second categorization scheme, and then a third categorization level that complies with a third categorization scheme. The first categorization scheme differs from the second categorization scheme. When the transaction cannot be categorized on a previous categorization level, the attempt is made for the next level and the second categorization level. The transaction is categorized on the third level. The method further includes displaying the vendor category.


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