Patent ID: 8078516
Filing Date: 2011-12-13
Classification: G06Q

Abstract:
1. A method for managing financial data comprising: obtaining, from a website of a merchant and using a plug-in to a web browser, a first digital file comprising a list of purchased items and a purchase amount, wherein the first digital file corresponds to a purchase made on the website and paid for by a credit card; sending, using the plug-in, the first digital file to an indexing engine, wherein the indexing engine is configured to parse the first digital file, and wherein the indexing engine is configured to determine that the first digital file comprises financial data; importing, into a financial management application (FMA) executing on a processor, a financial institution (FI) transaction corresponding to the purchase from an issuing financial institution of the credit card; importing the first digital file into the FMA; matching, within the FMA, the purchase amount to a financial amount in the FI transaction by: comparing a name of the user account with metadata describing the first digital file; and comparing a balance of the financial account with metadata describing the first digital file; linking, after matching the purchase amount to the financial amount, the first digital file to the FI transaction in the FMA; generating a rule for processing digital files based on linking the first digital file to the FI transaction; storing the rule in a communal rules repository accessible to a plurality of users of the FMA; and processing a second digital file using the rule.