Method, graphical user interface, and system for categorizing financial records
US8095436B1 · kind B1 · utility
Assignee
Inventors
Key dates
| Filing date | May 31, 2006 |
| Grant date | Jan 10, 2012 |
| Priority date | — |
| Expiry date | May 20, 2029 |
Classification
- Technology area (CPC G)Physics
- CPC primaryG06Q40/12
- WIPO fieldIT methods for management
- WIPO sectorElectrical engineering
Abstract
A method for categorizing financial records involves obtaining multiple financial records from a financial institution. Each financial record in the multiple financial records is categorized using a category selected from multiple categories, where the multiple categories include multiple business-related categories and at least one non-business-related category. Each financial record categorized using a business-related category selected from the multiple business-related categories is mapped to a tax category selected from multiple tax categories, where the tax category is associated with the business-related category. A financial report is generated that includes the tax category for each financial record categorized using one of the multiple business-related categories.
Source: USPTO / EPO open patent data. Objective bibliographic and citation counts.