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. 31, 2013
Filed:
Sep. 14, 2012
Matthew Krakowiecki, Denver, CO (US);
Pearl Kolling, Oakland, CA (US);
Jack Mackouse, Walnut Creek, CA (US);
Kevin Rhein, Minnetonka, MN (US);
Elizabeth Hoople, Walnut Creek, CA (US);
Kathy Yee, Orinda, CA (US);
Matthew Krakowiecki, Denver, CO (US);
Pearl Kolling, Oakland, CA (US);
Jack Mackouse, Walnut Creek, CA (US);
Kevin Rhein, Minnetonka, MN (US);
Elizabeth Hoople, Walnut Creek, CA (US);
Kathy Yee, Orinda, CA (US);
Wells Fargo Bank, N.A., San Francisco, CA (US);
Abstract
A transaction management system includes a database system configured to receive and store data for a plurality of financial transactions, the data for the plurality of financial transactions being associated with a plurality of financial accounts of a user. The system further includes a server system coupled to the database system and configured to categorize the plurality of financial transactions into a plurality of categories, the categories including merchant categories and payment method categories, the server system being further configured to provide a plurality of user interfaces to the user, each user interface providing a display of a different portion of the plurality of financial transactions, each user interface configured to enable a user to select a link configured to direct the user to an image of a check associated with one of the plurality of financial transactions; and categorize the financial transaction into a one of the merchant categories.