SHARED ACCOUNT FILTERING OF E-RECEIPT DATA BASED ON EMAIL ADDRESS OR OTHER INDICIA
Apparatus, methods, and computer program products are described providing, within a personal finance management application (e.g., online banking, mobile banking or the like), customer-based transaction filtering for shared financial accounts (i.e., joint account or accounts otherwise held by more t...
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Main Authors | , , , , |
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Format | Patent |
Language | English |
Published |
19.02.2015
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Subjects | |
Online Access | Get full text |
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Summary: | Apparatus, methods, and computer program products are described providing, within a personal finance management application (e.g., online banking, mobile banking or the like), customer-based transaction filtering for shared financial accounts (i.e., joint account or accounts otherwise held by more than one individual/customer). The filtering is configured to present holders of the shared accounts views (e.g., windows, sortable lists or the like) of which transactions, and in some embodiments which items in those transactions, were conducted by which holders of the account. |
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Bibliography: | Application Number: US201313967930 |