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. 23, 2012
Filed:
Apr. 30, 2010
James Robert Del Favero, Mountain View, CA (US);
Marko Rukonic, San Jose, CA (US);
Yuri Kapulkin, Sunnyvale, CA (US);
James Robert Del Favero, Mountain View, CA (US);
Marko Rukonic, San Jose, CA (US);
Yuri Kapulkin, Sunnyvale, CA (US);
Intuit Inc., Mountain View, CA (US);
Abstract
A method and system for providing intelligent targeted budget analysis and recommendations based on financial data from similarly situated individuals whereby financial data associated with multiple individuals is obtained and analyzed to identify financial profile elements associated with each individual. Data indicating the financial profile elements associated with the each of the individuals is stored in a financial profile database. The financial data associated with a given individual is then also obtained and analyzed to identify financial profile elements associated with the given individual. The financial profile elements associated with the given individual are then used to search the financial profile database to find one or more individuals that are 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.