Patent ID: 8515836

Claim:
A system for viewing and manipulating a user's financial transaction data using a portable electronic device, comprising: a computer processor connected to a data storage unit, the data storage unit for hosting a user's financial transaction data, addressable on a network, and accessible by a remote user on a portable electronic device having a user input means and a display; and an application executed by a processor of the portable electronic device, the application comprising: a transaction retrieval component operable to access the user's financial transaction data and generate representations thereof viewable by a user on the display; a category generation engine operable to generate user-defined project category data and representations thereof viewable to a user on the display; a transaction categorization engine operable to associate selected ones of the user's financial transaction data representations with one or more of the user-defined project category data representations, wherein the transaction categorization engine is further operable to associate a percentage or portion of the user's financial transaction data with one or more of the user-defined project category data for a single transaction; and a data record generation engine operable to convert the graphical arrangement into a data record, wherein the data record is in a form suitable for at least one of review, storage, modifications, analysis, or exportation.