Automatic categorization of financial transactions
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United States of America Patent
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N/A
Issued Date -
Nov 21, 2002
app pub date -
Jun 24, 2002
filing date -
Jun 19, 2000
priority date (Note) -
Abandoned
status (Latency Note)
Importance
Abstract
Financial transactions are automatically categorized based on mappings of filtered transaction descriptions to financial categories. The filtered transaction descriptions may exclude extraneous characters and unwanted prefix and suffix characters. A category lookup facility tries to find a match between a stored category-description pair lookup entry and a transaction's filtered description. Upon finding a matching entry, a financial category is assigned to the transaction based on the category of the matching stored category-description pair. The category lookup facility may include stored global-user lookup data, which may be based on how multiple users of the system have previously categorized transactions.
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