Data processing: financial – business practice – management – or co – Automated electrical financial or business practice or... – Finance
Reexamination Certificate
2006-05-23
2006-05-23
Kazimi, Hani (Department: 3624)
Data processing: financial, business practice, management, or co
Automated electrical financial or business practice or...
Finance
Reexamination Certificate
active
07050997
ABSTRACT:
A personal financial management system, method and program that models past current and projected financial transaction data. Each object represents a single financial entity such as accounts, loans, assets or expenses, or a financial activity such as account transfers, deposits or withdrawals. A graphical user interface enables the user to create objects and place the objects on a graphical time line simulating financial activity from all selected objects over a selected time span. The graphical user interface also allows manipulation of the graphical objects and enables future projection of planned financial transactions. The planned financial activity is tightly bound to past and current spending and budgeting, enabling the user to match current activities to planned activities, and to identify and correct discrepancies and shortfalls in projected activities. A to-do list provides the user with reminders of planned actions to be conducted. Customized objects may also be created by the user to satisfy special financial requirements.
REFERENCES:
patent: 5231571 (1993-07-01), D'Agostino
patent: 5590037 (1996-12-01), Ryan et al.
patent: 5630073 (1997-05-01), Nolan
patent: 5644727 (1997-07-01), Atkins
patent: 5689651 (1997-11-01), Lozman
patent: 5819263 (1998-10-01), Bromley et al.
patent: 5835603 (1998-11-01), Coutts et al.
patent: 5852811 (1998-12-01), Atkins
patent: 5864828 (1999-01-01), Atkins
patent: 5875437 (1999-02-01), Atkins
patent: 5917931 (1999-06-01), Kunkler
patent: 5918217 (1999-06-01), Maggioncalda et al.
patent: 5978778 (1999-11-01), O'Shaughnessy
patent: 5987434 (1999-11-01), Libman
patent: 6014643 (2000-01-01), Minton
patent: 6021397 (2000-02-01), Jones et al.
patent: 6052673 (2000-04-01), Leon et al.
patent: 6134535 (2000-10-01), Beltzberg et al.
patent: 6195647 (2001-02-01), Martyn et al.
patent: 6305603 (2001-10-01), Grunbok
patent: 6418420 (2002-07-01), DiGiorgio
patent: EP 1 017 004 (2000-05-01), None
Woodell D. Personal Financial Planning: Three Aspects, PC Magazine v4, n8,Apr. 16, 1985, p 263-265.
Kazimi Hani
Kyle Charles R.
Taylor Russell & Russell P.C.
LandOfFree
Personal financial management system, method and program... does not yet have a rating. At this time, there are no reviews or comments for this patent.
If you have personal experience with Personal financial management system, method and program..., we encourage you to share that experience with our LandOfFree.com community. Your opinion is very important and Personal financial management system, method and program... will most certainly appreciate the feedback.
Profile ID: LFUS-PAI-O-3597455