Systems and methods for managing a customer account switch

A computer-implemented method for updating account information, the method comprising the following operations performed by at least one processor:

• receiving transaction data associated with a first account, the transaction data comprising a plurality of transaction entries, wherein one or more transaction entries correspond to recurring transactions and one or more transaction entries correspond to non-recurring transactions;
• filtering the transaction data to generate a transaction checklist, wherein filtering the transaction data comprises removing transaction entries corresponding to non-recurring transactions from the transaction data;
• identifying transaction entries in the transaction checklist that are scheduled within a threshold length of time;
• determining a recommendation for a customer action based on a transaction entry associated with a recurring transaction in the transaction checklist;
• transmitting instructions to display the transaction checklist and the recommendation in a client device;
• and
• receiving, from the client device, instructions to switch the transaction entry associated with the recurring transaction from the first account to a second account
• wherein the recommendation specifies that identified transaction entries scheduled within the threshold length of time should be switched after respective scheduled activities.

A non-transitory computer-readable medium storing instructions for updating account information that, when executed by at least one processor, cause the at least one processor to:

• receive transaction data associated with a first account, the transaction data comprising a plurality of transaction entries, wherein one or more transaction entries correspond to recurring transactions and one or more transaction entries correspond to non-recurring transactions;
• filter the transaction data to generate a transaction checklist, wherein filtering the transaction comprises removing transaction entries corresponding to non-recurring transactions from the transaction data;
• identify transaction entries in the transaction checklist that are scheduled within a threshold length of time;
• determine a recommendation for a customer action based on a recurring transaction entry associated with a recurring transaction in the transaction checklist;
• transmit instructions to display the transaction checklist and the recommendation in a client device;
• receive, from the client device, instructions to switch the transaction entry associated with the recurring transaction from the first account to a second account
• wherein the recommendation specifies that identified transaction entries scheduled within the threshold length of time should be switched after respective scheduled activities.