Categorization of financial transactions

摘要

A user records categorization information on a financial instrument used to conduct a financial transaction. A financial entity that handles the financial instrument processes the categorization information recorded on the financial instrument. The financial entity uses the processed categorization information to generate a report for the user. The financial entity stores the processed categorization information in an electronic storage for the user. The user then uses a financial management module to access the stored categorization information and to generate financial data.