Patent ID: 7685525
Filing Date: 2010-03-23
Classification: G06F,G06Q,H04L

Abstract:
1. A method for ordering and viewing transaction data presented in an interactive transaction-viewing interface executing from a computer node connected to and accessible through a data-packet-network comprising the steps of: (a) accessing the interactive transaction-viewing interface at a first server node by a user from a remote node connected to the network for viewing and manipulating new and historical transaction listings related to registered financial accounts; (b) assigning, by the user, categorical criteria to at least one of the new transactions from a plurality of available categorical criteria from one or more interactive menus accessible through the interface, the categorical criteria including at least an income or expense type; (c) submitting and saving the transactions having the associated categorical criteria, the criteria used to calculate and render the transaction data; (d) viewing the resulting display of all transaction data according to option of the assigned categorical criteria including an account, and time period; and (e) linking the interactive transaction-viewing interface to an interactive bill paying module.