Personal finance integration system and method

Details Personal finance integration system and method Personal finance integration system and method

2008-06-18

2010-12-14

Trammell, James P (Department: 3694)

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

Automated electrical financial or business practice or...

Accounting

C705S035000

Reexamination Certificate

active

07853493

ABSTRACT:
An integration device retrieves credit reports, and/or other financial data that is available from one or more credit sources, for consumers and extracts financial account information from the credit reports. The integration device may then format and/or translates the account information into a format that is usable by a particular consumer's personal finance software and communicates the account information to the personal finance software. Accordingly, the personal finance software is provided with information regarding each of a plurality of financial accounts that are associated with the consumer so that the account information may be populated in the personal finance software with minimal effort by the consumer.

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