Patent ID: 7912735

Claim:
A system for eligible health care expense identification comprising: defining, by a user at a first computing system, an analysis time frame including one or more time periods in a previous tax year; using one or more processors to obtain historical line item financial transaction data from a bank associated with the user; using the one or more processors to obtain electronic data from an employer of the user, the employer providing a health care expense account program, the electronic data representing rules governing the determination of health care expenses from the analysis time frame that may be eligible for a retroactive benefit claim from one or more health care expense account programs; using the one or more processors to analyze the financial transaction data to identify any health care expenses from the analysis time frame that are potentially eligible for a retroactive benefit claim from one or more health care expense account programs but which was not claimed, using the electronic data representing the rules defining health care expenses eligible for a retroactive benefit claim; and notifying a user of any identified health care expenses from the analysis time frame that are potentially eligible for a retroactive benefit claim.