Method and system for modifying financial transaction categorization lists based on input from multiple users

US8346664B1 · kind B1 · utility

Assignee

• Intuit Inc. · US

Inventors

• Michael S. Klieman · Belmont, US
• Joseph Wells · Mountain View, US
• Kevin M. Reeth, II · San Jose, US
• Jeffrey Zimmerman · Chesterfield, US

Key dates

• Filing date: Nov 5, 2008
• Grant date: Jan 1, 2013
• Expiry date: Oct 20, 2031

Classification

• Technology area (CPC G): Physics
• CPC primary: G06Q40/02
• WIPO field: IT methods for management
• WIPO sector: Electrical engineering

Abstract

A system and method for modifying financial transaction categorization lists based on input from multiple users whereby, when a given user of a computing system implemented financial management system modifies their own list of possible categorizations for a given financial transaction, data indicating the given user's modification of the given user's own list of possible categorizations for a given financial transaction is obtained by the computing system implemented financial management system. The obtained data indicating the given user's modification of their own list of possible categorizations for a given financial transaction is then used by the computing system implemented financial management system to create and/or modify a shared list of possible categorizations for a given financial transaction. The shared list of possible categorizations for a given financial transaction is then made available to, and/or used by, a community of users of the computing system implemented financial management system.