Method, graphical user interface, and system for categorizing financial records

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-r...

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Bibliographische Detailangaben
Hauptverfasser:	SANCHEZ SCOTT, WHITTEN GORDON, SHAH RUPESH
Format:	Patent
Sprache:	eng
Schlagworte:	CALCULATING CHECKING-DEVICES COIN-FREED OR LIKE APPARATUS COMPUTING COUNTING DATA PROCESSING SYSTEMS OR METHODS, SPECIALLY ADAPTED FORADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL, SUPERVISORYOR FORECASTING PURPOSES FARE-REGISTERING APPARATUS FRANKING APPARATUS PHYSICS SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE,COMMERCIAL, FINANCIAL, MANAGERIAL, SUPERVISORY OR FORECASTINGPURPOSES, NOT OTHERWISE PROVIDED FOR TICKET-ISSUING APPARATUS
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Beschreibung
Zusammenfassung:	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.