公开(公告)号：US10204161B1

公开(公告)日：2019-02-12

申请号：US12268044

申请日：2008-11-10

申请人： Matthew Krakowiecki ,  Pearl Kolling ,  Jack Mackouse ,  Kevin Rhein ,  Elizabeth Hoople ,  Kathy Yee

发明人： Matthew Krakowiecki ,  Pearl Kolling ,  Jack Mackouse ,  Kevin Rhein ,  Elizabeth Hoople ,  Kathy Yee

IPC分类号： G06F17/30

摘要： A method and apparatus for facilitating data management over a network are described. In one embodiment, a request to display aggregate transaction data for a user is received, the aggregate transaction data containing data related to multiple disparate transactions organized into categories based on corresponding category codes and transaction codes associated with each transaction. The aggregate transaction data are retrieved from a database. A report containing the aggregate transaction data is generated and displayed for the user in a user interface area.

公开(公告)号：US08620780B2

公开(公告)日：2013-12-31

申请号：US13619901

申请日：2012-09-14

申请人： Matthew Krakowiecki ,  Pearl Kolling ,  Jack Mackouse ,  Kevin Rhein ,  Elizabeth Hoople ,  Kathy Yee

发明人： Matthew Krakowiecki ,  Pearl Kolling ,  Jack Mackouse ,  Kevin Rhein ,  Elizabeth Hoople ,  Kathy Yee

IPC分类号： G06Q40/00

CPC分类号： G06Q40/025 ,  G06Q40/12

摘要： 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.

摘要翻译： 交易管理系统包括被配置为接收和存储多个金融交易的数据的数据库系统，所述多个金融交易的数据与用户的多个金融账户相关联。 所述系统还包括耦合到所述数据库系统并被配置为将所述多个金融交易分类为多个类别的服务器系统，所述类别包括商家类别和支付方法类别，所述服务器系统还被配置为提供多个用户界面 每个用户界面提供多个金融交易的不同部分的显示，每个用户界面被配置为使得用户能够选择被配置为将用户指向与多个金融交易中的一个相关联的支票的图像的链接 的金融交易; 并将金融交易分类为一个商家类别。

公开(公告)号：US10460376B1

公开(公告)日：2019-10-29

申请号：US12324637

申请日：2008-11-26

申请人： Matthew Krakowiecki ,  Pearl Kolling ,  Jack Mackouse ,  Kevin Rhein ,  Elizabeth Hoople ,  Kathy Yee ,  Brian Paul McMahon ,  Brett David Ehrlich

发明人： Matthew Krakowiecki ,  Pearl Kolling ,  Jack Mackouse ,  Kevin Rhein ,  Elizabeth Hoople ,  Kathy Yee ,  Brian Paul McMahon ,  Brett David Ehrlich

IPC分类号： G06Q40/00

摘要： A data management system includes a storage device configured to store financial data for a plurality of financial transactions, the financial data for the plurality of financial transactions being associated with a plurality of different accounts of a user, each of the plurality of financial transactions being associated with one of a plurality of transaction categories. The system further includes a server coupled to the storage device and configured to retrieve the financial data for the plurality of financial transactions from the data storage device; receive a request from the user to generate a budget for the user, the budget including budget cash flow amounts for the plurality of transaction categories, determine an average cash flow amount for each of the plurality of transaction categories, the average cash flow amount for each of the transaction categories being based on the financial data for financial transactions associated with the transaction category, generate a budget report including the budget cash flow amount for each of the plurality of transaction categories, the budget cash flow amount for each transaction category being determined based on the average cash flow amount for the transaction category, and provide the budget report to the user.

公开(公告)号：US20060036586A1

公开(公告)日：2006-02-16

申请号：US11115869

申请日：2005-04-26

申请人： Matthew Krakowiecki ,  Pearl Kolling ,  Jack Mackouse ,  Kevin Rhein ,  Elizabeth Hoople ,  Kathy Yee

发明人： Matthew Krakowiecki ,  Pearl Kolling ,  Jack Mackouse ,  Kevin Rhein ,  Elizabeth Hoople ,  Kathy Yee

IPC分类号： G06F17/30

CPC分类号： G06F17/30412 ,  G06Q40/025 ,  Y10S707/99933

摘要： A method and apparatus for facilitating data management over a network are described. In one preferred embodiment, a request to display aggregate transaction data for a user is received, the aggregate transaction data containing data related to multiple disparate transactions organized into categories based on corresponding category codes and transaction codes associated with each transaction. The aggregate transaction data are retrieved from a database. A report containing the aggregate transaction data is generated and displayed for the user in a user interface area.

摘要翻译： 描述了一种用于促进网络上的数据管理的方法和装置。 在一个优选实施例中，接收到用于显示用户的聚合交易数据的请求，所述聚合交易数据包含与根据与每个交易相关联的相应类别代码和交易代码组织成类别的多个不同事务相关的数据。 从数据库检索聚合事务数据。 在用户界面区域中为用户生成并显示包含聚合事务数据的报告。

公开(公告)号：US20130013469A1

公开(公告)日：2013-01-10

申请号：US13619901

申请日：2012-09-14

申请人： Matthew Krakowiecki ,  Pearl Kolling ,  Jack Mackouse ,  Kevin Rhein ,  Elizabeth Hoople ,  Kathy Yee

发明人： Matthew Krakowiecki ,  Pearl Kolling ,  Jack Mackouse ,  Kevin Rhein ,  Elizabeth Hoople ,  Kathy Yee

IPC分类号： G06Q40/00

CPC分类号： G06Q40/025 ,  G06Q40/12

摘要： 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.

摘要翻译： 交易管理系统包括被配置为接收和存储多个金融交易的数据的数据库系统，所述多个金融交易的数据与用户的多个金融账户相关联。 所述系统还包括耦合到所述数据库系统并被配置为将所述多个金融交易分类为多个类别的服务器系统，所述类别包括商家类别和支付方法类别，所述服务器系统还被配置为提供多个用户界面 每个用户界面提供多个金融交易的不同部分的显示，每个用户界面被配置为使得用户能够选择被配置为将用户指向与多个金融交易中的一个相关联的支票的图像的链接 的金融交易; 并将金融交易分类为一个商家类别。

公开(公告)号：US07451134B2

公开(公告)日：2008-11-11

申请号：US11115869

申请日：2005-04-26

申请人： Matthew Krakowiecki ,  Pearl Kolling ,  Jack Mackouse ,  Kevin Rhein ,  Elizabeth Hoople ,  Kathy Yee

发明人： Matthew Krakowiecki ,  Pearl Kolling ,  Jack Mackouse ,  Kevin Rhein ,  Elizabeth Hoople ,  Kathy Yee

IPC分类号： G06F17/30 ,  G06F17/00

CPC分类号： G06F17/30412 ,  G06Q40/025 ,  Y10S707/99933

摘要： A method and apparatus for facilitating data management over a network are described. In one preferred embodiment, a request to display aggregate transaction data for a user is received, the aggregate transaction data containing data related to multiple disparate transactions organized into categories based on corresponding category codes and transaction codes associated with each transaction. The aggregate transaction data are retrieved from a database. A report containing the aggregate transaction data is generated and displayed for the user in a user interface area.

摘要翻译： 描述了一种用于促进网络上的数据管理的方法和装置。 在一个优选实施例中，接收到用于显示用户的聚合交易数据的请求，所述聚合交易数据包含与根据与每个交易相关联的相应类别代码和交易代码组织成类别的多个不同事务相关的数据。 从数据库检索聚合事务数据。 在用户界面区域中为用户生成并显示包含聚合事务数据的报告。

公开(公告)号：US08700503B2

公开(公告)日：2014-04-15

申请号：US13460485

申请日：2012-04-30

申请人： Matthew Krakowiecki ,  Pearl Kolling ,  Jack Mackouse ,  Kevin Rhein ,  Elizabeth Hoople ,  Kathy Yee

发明人： Matthew Krakowiecki ,  Pearl Kolling ,  Jack Mackouse ,  Kevin Rhein ,  Elizabeth Hoople ,  Kathy Yee

IPC分类号： G07B17/00 ,  G06F13/00

CPC分类号： G06Q40/025 ,  G06Q40/12

摘要： 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.

摘要翻译： 交易管理系统包括被配置为接收和存储多个金融交易的数据的数据库系统，所述多个金融交易的数据与用户的多个金融账户相关联。 所述系统还包括耦合到所述数据库系统并被配置为将所述多个金融交易分类为多个类别的服务器系统，所述类别包括商家类别和支付方法类别，所述服务器系统还被配置为提供多个用户界面 每个用户界面提供多个金融交易的不同部分的显示，每个用户界面被配置为使得用户能够选择被配置为将用户指向与多个金融交易中的一个相关联的支票的图像的链接 的金融交易; 并将金融交易分类为一个商家类别。

公开(公告)号：US20120215668A1

公开(公告)日：2012-08-23

申请号：US13460485

申请日：2012-04-30

申请人： Matthew Krakowiecki ,  Pearl Kolling ,  Jack Mackouse ,  Kevin Rhein ,  Elizabeth Hoople ,  Kathy Yee

发明人： Matthew Krakowiecki ,  Pearl Kolling ,  Jack Mackouse ,  Kevin Rhein ,  Elizabeth Hoople ,  Kathy Yee

IPC分类号： G06Q40/02 ,  G06Q40/00

CPC分类号： G06Q40/025 ,  G06Q40/12

摘要： 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.

摘要翻译： 交易管理系统包括被配置为接收和存储多个金融交易的数据的数据库系统，所述多个金融交易的数据与用户的多个金融账户相关联。 所述系统还包括耦合到所述数据库系统并被配置为将所述多个金融交易分类为多个类别的服务器系统，所述类别包括商家类别和支付方法类别，所述服务器系统还被配置为提供多个用户界面 每个用户界面提供多个金融交易的不同部分的显示，每个用户界面被配置为使得用户能够选择被配置为将用户指向与多个金融交易中的一个相关联的支票的图像的链接 的金融交易; 并将金融交易分类为一个商家类别。

公开(公告)号：US08170932B1

公开(公告)日：2012-05-01

申请号：US12324581

申请日：2008-11-26

申请人： Matthew Krakowiecki ,  Pearl Kolling ,  Jack Mackouse ,  Kevin Rhein ,  Elizabeth Hoople ,  Kathy Yee

发明人： Matthew Krakowiecki ,  Pearl Kolling ,  Jack Mackouse ,  Kevin Rhein ,  Elizabeth Hoople ,  Kathy Yee

IPC分类号： G07B17/00 ,  G06F17/60

CPC分类号： G06Q40/025 ,  G06Q40/12

摘要： 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.

摘要翻译： 交易管理系统包括被配置为接收和存储多个金融交易的数据的数据库系统，所述多个金融交易的数据与用户的多个金融账户相关联。 所述系统还包括耦合到所述数据库系统并被配置为将所述多个金融交易分类为多个类别的服务器系统，所述类别包括商家类别和支付方法类别，所述服务器系统还被配置为提供多个用户界面 每个用户界面提供多个金融交易的不同部分的显示，每个用户界面被配置为使得用户能够选择被配置为将用户指向与多个金融交易中的一个相关联的支票的图像的链接 的金融交易; 并将金融交易分类为一个商家类别。