Method and system for backfilling transactions in an account

Details Method and system for backfilling transactions in an account Method and system for backfilling transactions in an account

G - Physics

06

F

G06F 17/60 (2000.01)

Patent

CA 2462667

A financial data management application sets up a placeholder entry for entered current holdings information in which all the historical transactions that led to the current holdings have not been accounted for. Backfill transactions may be entered later on to update the placeholder entry with all or part of the historical transactions that led to the current holdings. If a backfill transaction is entered, the placeholder entry is adjusted to reflect the backfill transaction.

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