Patents by Inventor Brett David Ehrlich

Brett David Ehrlich has filed for patents to protect the following inventions. This listing includes patent applications that are pending as well as patents that have already been granted by the United States Patent and Trademark Office (USPTO).

  • Systems for data management and financial budgeting
    Patent number: 11861689
    Abstract: A data management system includes a storage device configured to store financial data for a plurality of financial transactions, the financial data for the plurality of financial transactions being associated with a plurality of different accounts of a user, each of the plurality of financial transactions being associated with one of a plurality of transaction categories. The system further includes a server coupled to the storage device and configured to retrieve the financial data for the plurality of financial transactions from the data storage device; receive a request from the user to generate a budget for the user, the budget including budget cash flow amounts for the plurality of transaction categories, determine an average cash flow amount for each of the plurality of transaction categories, the average cash flow amount for each of the transaction categories being based on the financial data for financial transactions associated with the transaction category.
    Type: Grant
    Filed: October 25, 2019
    Date of Patent: January 2, 2024
    Assignee: Wells Fargo Bank, N.A.
    Inventors: Matthew Krakowiecki, Pearl Kolling, Jack Mackouse, Kevin Rhein, Elizabeth Hoople, Kathy Yee, Brian Paul McMahon, Brett David Ehrlich
  • System and method for data management and financial budgeting
    Patent number: 10460376
    Abstract: A data management system includes a storage device configured to store financial data for a plurality of financial transactions, the financial data for the plurality of financial transactions being associated with a plurality of different accounts of a user, each of the plurality of financial transactions being associated with one of a plurality of transaction categories.
    Type: Grant
    Filed: November 26, 2008
    Date of Patent: October 29, 2019
    Assignee: WELLS FARGO BANK, N.A.
    Inventors: Matthew Krakowiecki, Pearl Kolling, Jack Mackouse, Kevin Rhein, Elizabeth Hoople, Kathy Yee, Brian Paul McMahon, Brett David Ehrlich