Personal or family financial accounting and management system

Details Personal or family financial accounting and management system Personal or family financial accounting and management system

2002-03-29

2008-09-02

Cheung, Mary (Department: 3694)

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

Automated electrical financial or business practice or...

Finance

C705S035000, C705S03600T, C705S030000

Reexamination Certificate

active

07421408

ABSTRACT:
The invention is directed to a personal financial management system and method for personal financial management. A user interface attached to a computer may interact with the user and/or financial institutions to acquire information regarding fiscal behavior and asset allocations and performance. These may be compared with budgetary guidelines. The budgetary guidelines may be determined from a personal finance code. The personal finance code may be a set of desired source and use of funds allocations, asset allocations, and future fiscal events. A comparison of the budgetary guidelines and the fiscal behavior may be projected and compared to the personal finance code to determine a state of personal finances.

REFERENCES:
patent: 5991744 (1999-11-01), DiCresce
patent: 7050997 (2006-05-01), Wood, Jr.
patent: 2002/0103733 (2002-08-01), Barrington
Heckerman, Donald A. “Financial Modeling: A Powerful Tool for Planning and Decision Support” Managerial Planning, v30n5, pp. 21-25, Mar./Apr. 1982.
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