# US 10,769,730 B2 · User interface for tracking deposits and expenses

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- Number: US 10,769,730 B2
- Document ID: US10769730B2
- Status: Granted
- Kind: B2
- Application number: 15/868,781
- Filed: 2018-01-11
- Published: 2019-07-11
- Granted: 2020-09-08
- Earliest claimed: 2018-01-11
- Assignees: Wells Fargo Bank, N.A.
- Applicants: Wells Fargo Bank, N.A.
- Inventors: Tambra Nichols; Daniel Sanford; Akiva D. Kates; Laura B. Yeager; Christopher J. Williams; Hampton B. Castleberry
- Web page: https://patentgrep.com/patent/US10769730B2

## CPC

- G06Q 40/128: {Check-book balancing, updating or printing arrangements}
- G06F 3/0486: Drag-and-drop
- G06Q 40/02: Banking, e.g. interest calculation or account maintenance (credit or loans G06Q40/03)
- G06T 11/60: Creating or editing images; Combining images with text
- G06Q: INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
- G06F: ELECTRIC DIGITAL DATA PROCESSING (computer systems based on specific computational models G06N)
- G06T: IMAGE DATA PROCESSING OR GENERATION, IN GENERAL

## Abstract

Various examples are directed to systems and methods for interfacing a computing system to a human user. For example, a graphical user interface may be provided to a user. The graphical user interface comprises a holding shape and a first income source shape indicating a first income source. The holding shape comprises a filled portion having a first filled portion level indicating a first holding balance of an account of the user. A first deposit shape may be moved from the first income source shape towards the filled portion of the holding shape. The first deposit shape may indicate a first deposit to the account from the first income source. The filled portion may be resized to a second filled portion level indicating a second holding balance of the account after the first deposit.

## Claims

### Claim 1

A system of interfacing a computing system to a human user, the system comprising:
at least one processor; and
a machine-readable medium comprising instructions thereon that, when executed by the at least one processor, cause the at least one processor to perform operations comprising:
providing a graphical user interface at a display of a computing device, wherein the graphical user interface comprises:
a holding shape comprising a filled portion having a first filled portion level indicating a first holding balance of an account of the user;
a first income source shape indicating a first income source;
animating movement of a first deposit shape from the first income source shape towards the filled portion of the holding shape, wherein the first deposit shape indicates a first deposit to the account from the first income source, and wherein the first deposit shape is a different shape than the holding shape; and
subsequent to the animating, resizing the filled portion to a second d portion level indicating a second holding balance of the account after the first deposit.

### Claim 2 (depends on 1)

The system of claim 1, wherein the graphical user interface further comprises a first expense balance indicator positioned to indicate a first level of the filled portion to cover a first expense, wherein the first filled portion level is less than the first level and the second filled portion level is greater than the first level.

### Claim 3 (depends on 2)

The system of claim 2, wherein the machine-readable medium further has instructions thereon that, when executed by the at least one processor, cause the at least one processor to perform operations comprising:
determining an increased first level of the filled portion to cover the first expense based at least in part on an amount of the first deposit; and
repositioning the first expense balance indicator to indicate the increased first level.

### Claim 4 (depends on 2)

The system of claim 2, wherein the graphical user interface further comprises a second expense balance indicator positioned to indicate a second level of the filled portion to cover a second expense, wherein the second filled portion level is less than the second level.

### Claim 5 (depends on 4)

The system of claim 4, wherein the first deposit shape is about equal to a difference between a first size of the filled portion at the first level and a second size of the filled portion at the second level.

### Claim 6 (depends on 1)

The system of claim 1, wherein the graphical user interface further comprises a first expense shape positioned adjacent the holding shape at a first expense start level corresponding to a first expense start balance, wherein the machine-readable medium further has instructions thereon that, when executed by the at least one processor, cause the at least one processor to perform operations comprising:
determining that a sum of the first holding balance and the first deposit is greater than the first expense start balance by a first remainder amount; and
resizing a first expense shape filled portion of the first expense shape based at least in part on a portion of the first remainder amount allocated to a balance of the first expense.

### Claim 7 (depends on 6)

The system of claim 6, wherein the machine-readable medium further has instructions thereon that, when executed by the at least one processor, cause the at least one processor to perform operations comprising animating movement of a first deposit shape towards the first expense shape before resizing the first expense shape filled portion.

### Claim 8 (depends on 1)

The system of claim 1, wherein the machine-readable medium further has instructions thereon that, when executed by the at least one processor, cause the at least one processor to perform operations comprising:
animating movement of a second deposit shape towards a first expense shape; and
resizing a filled portion of the first expense shape.

### Claim 9

A method of interfacing a computing system to a human user, the method comprising:
providing a graphical user interface at a display of a computing device, wherein the graphical user interface comprises:
a holding shape comprising a filled portion having a first filled portion level indicating a first holding balance of an account of the user;
a first income source shape indicating a first income source;
animating movement of a first deposit shape from the first income source shape towards the filled portion of the holding shape, wherein the first deposit shape indicates a first deposit to the account from the first income source, and wherein the first deposit shape is a different shape than the holding shape; and
subsequent to the animating, resizing the filled portion to a second filled portion level indicating a second holding balance of the account after the first deposit.

### Claim 10 (depends on 9)

The method of claim 9, wherein the graphical user interface further comprises a first expense balance indicator positioned to indicate a first level of the filled portion to cover a first expense, wherein the first filled portion level is less than the first level and the second filled portion level is greater than the first level.

### Claim 11 (depends on 10)

The method of claim 10; further comprising:
determining an increased first level of the filled portion to cover the first expense based at least in part on an amount of the first deposit; and
repositioning the first expense balance indicator to indicate the increased first level.

### Claim 12 (depends on 10)

The method of claim 10, wherein the graphical user interface further comprises a second expense balance indicator positioned to indicate a second level of the filled portion to cover a second expense, wherein the second filled portion level is less than the second level.

### Claim 13 (depends on 12)

The method of claim 12, wherein the first deposit shape is about equal to a difference between a first size of the filled portion at the first level and a second size of the filled portion at the second level.

### Claim 14 (depends on 9)

The method of claim 9, wherein the graphical user interface further comprises a first expense shape positioned adjacent the holding shape at a first expense start level corresponding to a first expense start balance, further comprising:
determining that a sum of the first holding balance and the first deposit is greater than the first expense start balance by a first remainder amount; and
resizing a first expense shape filled portion of the first expense shape based at least in part on a portion of the first remainder amount allocated to a balance of the first expense.

### Claim 15 (depends on 14)

The method of claim 14, further comprising animating movement of a first deposit shape towards the first expense shape before resizing the first expense shape filled portion.

### Claim 16 (depends on 9)

The method of claim 9, further comprising:
animating movement of a second deposit shape towards a first expense shape; and
resizing a filled portion of the first expense shape.

### Claim 17

A machine-readable medium having instructions thereon that, when executed by at least one processor, cause the at least one processor to perform operations comprising:
providing a graphical user interface at a display of a computing device, wherein the graphical user interface comprises:
a holding shape comprising a filled portion having a first filled portion level indicating a first holding balance of an account of the user;
a first income source shape indicating a first income source;
animating movement of a first deposit shape from the first income source shape towards the filled portion of the holding shape, wherein the first deposit shape indicates a first deposit to the account from the first income source, and wherein the first deposit shape is a different shape than the holding shape; and
subsequent to the animating, resizing the filled portion to a second filled portion level indicating a second holding balance of the account after the first deposit.

### Claim 18 (depends on 17)

The medium of claim 17, wherein the graphical user interface further comprises a first expense balance indicator positioned to indicate a first level of the filled portion to cover a first expense, wherein the first filled portion level is less than the first level and the second filled portion level is greater than the first level.

### Claim 19 (depends on 18)

The medium of claim 18, wherein the machine-readable medium further has instructions thereon that, when executed by the at least one processor, cause the at least one processor to perform operations comprising:
determining an increased first level of the filled portion to cover the first expense based at least in part on an amount of the first deposit; and
repositioning the first expense balance indicator to indicate the increased first level.

### Claim 20 (depends on 18)

The medium of claim 18, wherein the graphical user interface further comprises a second expense balance indicator positioned to indicate a second level of the filled portion to cover a second expense, wherein the second filled portion level is less than the second level.
