PROVIDING FINANCIAL TRANSACTION DATA TO A USER

摘要

The disclosure extends to computer-implemented personal financial management tools, methods and systems for providing financial transaction data to a user in the form of transaction images, such as check images, deposit images, receipt images, and other transaction related images, which may be incorporated into the personal financial management tool. The disclosure also extends to computer-implemented personal financial management tools, methods and systems for receiving core data, which may include transaction data, from a financial or banking institution and processing the data by cleansing the data, automatically categorizing the data, classifying the data, and then sending that processed data back to the financial or banking institution. The disclosure also extends to receiving and sending such data to and from the financial or banking institution in real-time.

主权项

1. A method of providing financial transaction data to a user comprising:
receiving at least one digital data record of one of the following digital images: check images, deposit images, receipt images, or a transaction image; wherein the digital images represent real world financial documents digitized into a digital data record; wherein digitization of the financial transaction is performed by computing components connected over a computer network; wherein the at least one digital data record comprises attributes of the financial transaction; storing the at least one digital data record in computer readable storage; deriving transaction data from the at least one digital data record; and providing the transaction data and the at least one digital record to a user in the form of an image.