Intuit Inc.
INTEGRATING INVOICE RELATED FINANCIAL TRANSACTION DATA INTO A PERSONAL FINANCIAL MANAGEMENT AND BILL PAYMENT SYSTEM

Abstract:

Financial transaction data is obtained and integrated into a personal financial management and bill payment system. Payment method data associated with the financial transaction data is obtained from the personal financial management and bill payment system. The payment method data is then used to more accurately and automatically identify tax related financial transactions for processing as tax related financial transactions having tax ramifications.