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US Patent 7865412 Method and system for account tracking

Patent 7865412 was granted and assigned to Intuit on January, 2011 by the United States Patent and Trademark Office.

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Patent
Patent

Patent attributes

Current Assignee
Intuit
Intuit
Patent Jurisdiction
United States Patent and Trademark Office
United States Patent and Trademark Office
Patent Number
7865412
Date of Patent
January 4, 2011
Patent Application Number
11809340
Date Filed
May 31, 2007
Patent Citations Received
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US Patent 11663592 Automatic transaction-based verification of account ownership
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US Patent 12020322 Credit score goals and alerts systems and methods
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US Patent 12014416 Debt services candidate locator
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US Patent 11665253 LifeScore
0
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US Patent 11960695 Metadata-driven binding of platform-agnostic content to platform-specific user-interface elements
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Patent Primary Examiner
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F. Zeender
Patent abstract

A method for account tracking that includes receiving a request to generate a report for a business entity, wherein the request specifies a tag associated with the business entity, identifying a plurality of transaction records based on the tag to obtain a plurality of identified transaction records for the business entity, assigning a business category from a plurality of business categories to at least one of the plurality of identified transaction records not associated with one of the plurality of business categories, and generating the report for the business entity by grouping the plurality of identified transaction records according to the plurality of business categories.

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