Identifying and categorizing purchases
AssigneeHRB Innovations, Inc.
InventorNathan K. Rigney
Life of this patent
Estimating the term…
Abstract
Discovering and categorizing individual purchases associated with a user is described. Exemplary steps include acquiring access to a repository; identifying, from within the repository, an electronic receipt; identifying, from within the electronic receipt, at least one line item; acquiring a set of user information; predicting, based at least in part on the set of user information, whether the line item falls within a certain category; and storing, if the line item falls within the certain category, the line item such that information associated with the line item is retrievable.
Claims19
One or more non-transitory computer readable storage media storing computer-executable instructions that discover and categorize purchases associated with a user, wherein execution of the computer-executable instructions by a computer system having one or more processing elements performing the following steps:
- acquiring, by at least one of said processing elements, access to a repository;
- identifying, by at least one of said processing elements, from within the repository, an electronic receipt;
- identifying, by at least one of said processing elements, from within the electronic receipt, at least one line item;
- acquiring, by at least one of said processing elements, a set of user information indicative of an occupation or field of business that is associated with the user;
- predicting, by at least one of said processing elements, based at least in part on the set of user information, that the line item falls within a certain category;
- and
- storing, by at least one of said processing elements, the line item that falls within a certain category such that information associated with the line item is retrievable;
- using a tax preparation program to retrieve the stored information including the certain category;
- and
- filing a tax return associated with the user including the stored information.
One or more non-transitory computer readable storage media storing computer-executable instructions that discover and categorize purchases associated with a user, wherein execution of the computer-executable instructions by a computer system having one or more processing elements performing the following steps:
- acquiring, by at least one of said processing elements, access to a repository;
- identifying, by at least one of said processing elements, from within the repository, an electronic receipt;
- identifying, at least one of said processing elements, from within the electronic receipt, at least one line item;
- acquiring, by at least one of said processing elements, a set of user information indicative of an occupation or field of business that is associated with the user;
- predicting, by at least one of said processing elements, based at least in part on the occupation or field of business that is associated with the user, whether the line item falls within a business expense category;
- and
- storing, by at least one of said processing elements, if the line item falls within the business expense category, the line item such that information associated with the line item is retrievable;
- using a tax preparation program to retrieve the stored information;
- and
- filing a tax return associated with the user including the stored information.
A computerized method for discovering and categorizing purchases associated with a user performed by a computer system having one or more processing elements, the method comprising the following steps:
- acquiring, by at least one of said processing elements, access to a repository;
- identifying, by at least one of said processing elements, from within the repository, an electronic receipt;
- identifying, by at least one of said processing elements, from within the electronic receipt, at least one line item;
- acquiring, by at least one of said processing elements, a set of user information indicative of an occupation or field of business that is associated with the user;
- predicting, by at least one of said processing elements, based at least in part on the occupation or field of business, whether the line item falls within a business expense category;
- and
- storing, by at least one of said processing elements, if the line item falls within the business expense category, the line item such that information associated with the line item is retrievable by a tax preparation program,
- wherein the stored information is utilized by the tax preparation program to complete a tax return that deducts the line items within the business expense category from a taxable income amount;
- and
- filing the tax return associated with the user including the stored information.
Dependencies are inferred from the claim text.