US 12,008,521 B1
Financial management system and method with customizable user interface
Andrew J. Diggdon, Oakland, CA (US); John Maher, Fairfax, CA (US); Karen Lynne Moore, Vacaville, CA (US); Yon Wing Lee, San Francisco, CA (US); and Brian Paul McMahon, Berkeley, CA (US)
Assigned to Wells Fargo Bank, NA, San Francisco, CA (US)
Filed by Wells Fargo Bank, NA, San Francisco, CA (US)
Filed on Dec. 29, 2021, as Appl. No. 17/565,388.
Application 13/612,673 is a division of application No. 12/871,768, filed on Aug. 30, 2010, abandoned.
Application 17/565,388 is a continuation of application No. 16/663,752, filed on Oct. 25, 2019, granted, now 11,250,390.
Application 16/663,752 is a continuation of application No. 13/612,673, filed on Sep. 12, 2012, granted, now 10,460,379.
Claims priority of provisional application 61/238,567, filed on Aug. 31, 2009.
This patent is subject to a terminal disclaimer.
Int. Cl. G06Q 20/00 (2012.01); G06Q 20/08 (2012.01); G06Q 20/10 (2012.01); G06Q 20/14 (2012.01); G06Q 20/22 (2012.01); G06Q 20/40 (2012.01); G06Q 40/00 (2023.01); G06Q 40/02 (2023.01); G06Q 40/03 (2023.01)
CPC G06Q 20/00 (2013.01) [G06Q 20/227 (2013.01); G06Q 20/405 (2013.01); G06Q 40/00 (2013.01); G06Q 20/085 (2013.01); G06Q 20/10 (2013.01); G06Q 20/102 (2013.01); G06Q 20/14 (2013.01); G06Q 40/02 (2013.01); G06Q 40/03 (2023.01)] 20 Claims
OG exemplary drawing
 
1. A system comprising:
a processing circuit having at least one processor coupled to at least one memory, the processing circuit configured to:
provide a user with web access to online banking via a user device;
receive a first user input from the user device;
provide a customized user interface on the user device comprising a plurality of display areas based on the first user input;
automatically arrange, on the customized user interface, positions of the plurality of display areas on a single page display based on criteria associated with the user, and wherein the criteria is based on account activity of the user; and
rearrange the positions of the plurality of display areas of the customized user interface based on the user selecting an auto-arrange option, wherein selection of the auto-arrange option causes at least one of the plurality of display areas on the customized user interface to be rearranged in a new position based on the criteria associated with the user.