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:
Oct. 09, 2012
Filed:
Apr. 08, 2010
Suresh R. Rao, Cupertino, CA (US);
Christopher L. Mocko, Palo Alto, CA (US);
Shailesh J. Hingole, Mountain View, CA (US);
Suresh R. Rao, Cupertino, CA (US);
Christopher L. Mocko, Palo Alto, CA (US);
Shailesh J. Hingole, Mountain View, CA (US);
Intuit Inc., Mountain View, CA (US);
Abstract
A method and system for providing budget recommendations based on financial data from similarly situated individuals whereby financial transaction data associated with a given individual is analyzed to identify financial profile information associated with the given individual. The financial profile information associated with the given individual is then used to determine/define one or more 'financial peer' identification criteria/parameters to be used for identifying individuals who are financially similarly situated with respect to the given individual. Financial data associated with various other individuals is obtained from one or more sources and the financial data associated with the other individuals is analyzed using the one or more financial peer identification criteria/parameters to identify one or more financial peers of the given individual. The financial data associated with the identified one or more financial peers of the given individual is then analyzed, aggregated, averaged, and/or otherwise processed, to provide the given individual one or more budget recommendations.