Method and system for backfilling transactions in an account

US7797216B2 · kind B2 · utility

Assignee

• Intuit Inc. · US

Inventors

• David Larsen · San Jose, US
• Katherine A. Welker · Redwood City, US
• George A. Hansen · Danville, US
• Joseph Wells · Mountain View, US
• Karen Tomlinson · San Francisco, US
• Glynis Hively · San Jose, US

Key dates

• Filing date: Jan 12, 2004
• Grant date: Sep 14, 2010
• Expiry date: Jan 2, 2028

Classification

• Technology area (CPC G): Physics
• CPC primary: G06Q40/12
• WIPO field: IT methods for management
• WIPO sector: Electrical engineering

Abstract

A financial data management application sets up a placeholder entry for entered current holdings information in which all the historical transactions that led to the current holdings have not been accounted for. Backfill transactions may be entered later on to update the placeholder entry with all or part of the historical transactions that led to the current holdings. If a backfill transaction is entered, the placeholder entry is adjusted to reflect the backfill transaction.