Financial account management based on specified criteria

A computer readable medium comprising instructions executable by a computing device to managing financial transactions for an account by:

• traversing a computer database to identify a set of financial transactions based on an account identifier and a statement period, the financial transactions including transaction information having transaction values for transaction parameters;
• extracting the transaction information from the computer database for the financial transactions in the set;
• applying consolidated reporting criteria to the transactions to identify amalgamable transactions;
• and
• consolidating the amalgamable transactions that satisfy the consolidated reporting criteria to represent the amalgamable transactions as a consolidated transaction.

A system for managing a financial transaction for an account comprising:

• a computing system having one or more computing devices, the computing system including storage for storing transactions having transaction information, the transaction information including transaction values for transaction parameters,
• the computing system being configured to:
• traversing a computer database to identify a set of financial transactions based on an account identifier and a statement period, the financial transactions including transaction information having transaction values for transaction parameters;
• extracting the transaction information from the computer database for the financial transactions in the set;
• applying consolidated reporting criteria to the transactions to identify amalgamable transactions;
• and
• consolidating the amalgamable transactions that satisfy the consolidated reporting criteria to represent the amalgamable transactions as a consolidated transaction.