Abstract: System and methods for aggregating key metrics across an account hierarchy are disclosed. The server system accesses a first transaction record, wherein the first transaction is categorized into a first category. The server system analyzes an account record associated with the first account to determine a parent account of the first account. The server system identifies a second transaction record associated with a second account. The server system compares a first address of record for the first account to a second address of record for the second account. In accordance with a determination that the first address of record matches the second address of record, the server system aggregate the first transaction and a second transaction listed in the second transaction record into a combined transaction. The server system categorizes the combined transaction into a second category, wherein the second category is different from the first category.

Abstract: System and methods for aggregating key metrics across an account hierarchy are disclosed. The server system accesses a first transaction record, wherein the first transaction is categorized into a first category. The server system analyzes an account record associated with the first account to determine a parent account of the first account. The server system identifies a second transaction record associated with a second account. The server system compares a first address of record for the first account to a second address of record for the second account. In accordance with a determination that the first address of record matches the second address of record, the server system aggregate the first transaction and a second transaction listed in the second transaction record into a combined transaction. The server system categorizes the combined transaction into a second category, wherein the second category is different from the first category.