Method and system for managing financial data

Details Method and system for managing financial data Method and system for managing financial data

2008-06-17

2011-12-13

Dixon, Thomas (Department: 3684)

Data processing: financial, business practice, management, or co

Automated electrical financial or business practice or...

Finance

C705S039000

Reexamination Certificate

active

08078516

ABSTRACT:
A method for managing financial data involves parsing a digital file to obtain metadata describing the digital file, where the digital file includes financial data. The method further involves importing the digital file to a financial management application, identifying a record in the financial management application that is associated with the digital file, based on metadata describing the digital file, and linking the digital file to the record in the financial management application.

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