Method and system for providing an intuitive and interactive financial transaction categorization display

Method and system for providing an intuitive and interactive financial transaction categorization display

An uncategorized financial transaction display includes a listing of uncategorized financial transactions and personal and business display regions, the personal uncategorized financial transaction display region being associated with a personal financial transaction category and a business uncatego...

Ausführliche Beschreibung

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Bibliographische Detailangaben
Hauptverfasser: Delpech, Jean-Luc, Young, Braden, Garten, Scott, Calles, Justin
Format: Patent
Sprache:eng
Schlagworte:
CALCULATING
COMPUTING
COUNTING
DATA PROCESSING SYSTEMS OR METHODS, SPECIALLY ADAPTED FORADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL, SUPERVISORYOR FORECASTING PURPOSES
ELECTRIC DIGITAL DATA PROCESSING
PHYSICS
SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE,COMMERCIAL, FINANCIAL, MANAGERIAL, SUPERVISORY OR FORECASTINGPURPOSES, NOT OTHERWISE PROVIDED FOR
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Beschreibung
Zusammenfassung:An uncategorized financial transaction display includes a listing of uncategorized financial transactions and personal and business display regions, the personal uncategorized financial transaction display region being associated with a personal financial transaction category and a business uncategorized financial transaction display region being associated with a business financial transaction category. A user is provided the capability to categorize each of the uncategorized financial transactions by selecting an uncategorized financial transaction listed in the uncategorized financial transaction display and making a sweeping motion to either the personal or business display region of the uncategorized financial transaction display. Once a user makes a sweeping motion to either the personal or business display region, the user is provided sub-category options within the uncategorized financial transaction display and an indication of the tax ramifications of the selected categorization.