US 10,891,690 B1
Method and system for providing an interactive spending analysis display
Jessie Haffey, Quincy, MA (US); Thinh Lam, Millbrae, CA (US); Lin Jiang, Palo Alto, CA (US); Robert Cox, Sunnyvale, CA (US); Ann Yeh, San Francisco, CA (US); Robin E. Florentine, Sunnyvale, CA (US); and Vince Maniago, Sunnyvale, CA (US)
Assigned to Intuit Inc., Mountain View, CA (US)
Filed by Intuit Inc., Mountain View, CA (US)
Filed on Sep. 19, 2017, as Appl. No. 15/708,755.
Application 15/708,755 is a continuation in part of application No. 14/698,975, filed on Apr. 29, 2015, granted, now 9,773,282.
Application 14/698,975 is a continuation in part of application No. 14/582,992, filed on Dec. 24, 2014, abandoned.
Application 14/582,992 is a continuation in part of application No. 14/536,237, filed on Nov. 7, 2014, abandoned.
Int. Cl. G07B 17/00 (2006.01); G06Q 40/02 (2012.01); G06F 3/0488 (2013.01); G06F 3/01 (2006.01); G06Q 40/00 (2012.01)
CPC G06Q 40/02 (2013.01) [G06F 3/017 (2013.01); G06F 3/04883 (2013.01); G06Q 40/12 (2013.12)] 23 Claims
OG exemplary drawing
 
1. A method performed by one or more processors of a system, the method comprising:
defining two or more parent transaction categories having subcategories, and having associated respective total transaction amount ranges considered to be acceptable, with any total transaction amounts outside the total transaction amount range for a given parent transaction category considered to be unacceptable;
defining two or more transaction categories and assigning or mapping the two or more transaction categories to two or more of the parent transaction categories;
generating a spending analysis display including:
a first parent transaction category analysis display region; and
a swipe input display configured to receive a sweeping motion as user input, wherein an uncategorized transaction is categorized under a first transaction category if a sweeping motion in a first direction is received, and an uncategorized transaction is categorized under a second transaction category if a sweeping motion in a second direction is received; and
providing the spending analysis display to a user on a display screen of a user computing system.