Method, graphical user interface, and system for categorizing financial records

摘要

A method for categorizing financial records involves obtaining multiple financial records from a financial institution. Each financial record in the multiple financial records is categorized using a category selected from multiple categories, where the multiple categories include multiple business-related categories and at least one non-business-related category. Each financial record categorized using a business-related category selected from the multiple business-related categories is mapped to a tax category selected from multiple tax categories, where the tax category is associated with the business-related category. A financial report is generated that includes the tax category for each financial record categorized using one of the multiple business-related categories.