System and method for data management and financial transaction categorization
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United States of America Patent
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Dec 31, 2013
Grant Date -
Jan 10, 2013
app pub date -
Sep 14, 2012
filing date -
Nov 28, 2007
priority date (Note) -
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Abstract
A transaction management system includes a database system configured to receive and store data for a plurality of financial transactions, the data for the plurality of financial transactions being associated with a plurality of financial accounts of a user. The system further includes a server system coupled to the database system and configured to categorize the plurality of financial transactions into a plurality of categories, the categories including merchant categories and payment method categories, the server system being further configured to provide a plurality of user interfaces to the user, each user interface providing a display of a different portion of the plurality of financial transactions, each user interface configured to enable a user to select a link configured to direct the user to an image of a check associated with one of the plurality of financial transactions; and categorize the financial transaction into a one of the merchant categories.
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