Containerized transaction management system and method and resulting graphical user interface

A containerized transaction management system, comprising:

• a management platform comprising:
• a non-transitory memory;
• a processor;
• and
• a display engine stored in the non-transitory memory that, when executed by the processor:
• provides a transaction category screen to a user device associated with a client for display on a graphical user interface (GUI) of the user device, wherein the transaction category screen includes a graphical representation of transaction data based on a category associated with each transaction, and wherein the graphical representation comprises an actual bar, a plan bar, and an expected indicator for each category,
• receives an indication of a user selection of the actual bar for a first category of transactions from the user device,
• in response to receipt of the indication of the user selection of the actual bar for the first category of transactions, provides a plurality of transactions associated with the first category of transactions to the user for display on the GUI,
• receives a user inputted instruction from the user device to assign a first transaction of the plurality of transactions associated with the first category of transactions to a fund, and
• in response to receipt of the user inputted instruction, provides an updated transaction category screen to the user device for display on the GUI, wherein the updated transaction category screen includes an updated graphical representation of updated transaction data for the first category of transactions, and wherein the updated graphical representation comprises an updated plan bar expended by an amount of the first transaction.

A containerized transaction management method, comprising:

• receiving, by a management platform, a plurality of transactions associated with a client from an aggregator;
• categorizing, by a transaction categorizer stored in a non-transitory memory of the management platform and executed by a processor of the management platform, the plurality of transactions based on applying three tiers of categorization such that each transaction is as associated with a category of a plurality of categories, wherein the three tiers of categorization applied to a first transaction of the plurality of transactions comprises a first tier of categorization based on applying a client rule when the client rule for the first transaction exists, a second tier of categorization based on applying a system rule when no client rule for the first transaction exists but the system rule for the first transaction exists, and a third tier of categorization based on applying a default categorization determined based on externally provided transaction information when no client rule or system rule exists for the first transaction;
• assigning, by a container assigner stored in the non-transitory memory and executed by the processor, at least some of the plurality of transactions to containers based on container rules;
• linking, by a linkage component stored in the non-transitory memory and executed by the processor, at least one container to an asset;
• and
• providing, by a display engine stored in the non-transitory memory and executed by the processor, a client dashboard to a user device for display on a graphical user interface of the user device, wherein the client dashboard includes a graphical representation of the plurality of transactions based on the associated categories and the assigned containers.