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:
Dec. 18, 2012
Filed:
Dec. 15, 2009
Ummulkiram Mohammed Dahodwala, Boston, MA (US);
Aaron Elias Berhanu, San Francisco, CA (US);
Simon Levy, Sunnyvale, CA (US);
Justin Glaeser, Sunnyvale, CA (US);
Ummulkiram Mohammed Dahodwala, Boston, MA (US);
Aaron Elias Berhanu, San Francisco, CA (US);
Simon Levy, Sunnyvale, CA (US);
Justin Glaeser, Sunnyvale, CA (US);
Intuit Inc., Mountain View, CA (US);
Abstract
A method and system for providing real-time financial goal monitoring and analysis whereby a given user defines budgetary and/or financial goals for one or more financial categories for a given period of time. A merchant/category database is created that associates one or more merchants with potential financial categories and when the given user accesses a given user interface of a website associated with a given merchant, Uniform Resource Locator (URL) data for the website being accessed is obtained and used to identify the given merchant associated with the given website. The merchant/category database is then searched to find potential financial categories associated with the given merchant and the financial budget/goal data indicating the given user's budgetary and/or financial goals for the financial categories associated with the given merchant is then obtained along with current financial data indicating the given user's actual spending in each of the potential financial categories associated with the given merchant for the given period of time. Remaining balance data for the potential financial categories associated with the given merchant for the given period of time is then generated and displayed to the user in the same display displaying the user interface of the given merchant website.