System and method forfinancial management and analysis

作者: Michael J. VanLeeuwen

DOI:

关键词:

摘要: A method is provided for analyzing a user's finances and providing plan debt reduction. The includes acquiring aggregated financial data user from clearinghouse. Another step classifying transactions received with the into plurality of budget categories without input. further applying to categories. include amount balance. An additional modifying balances input based on increases or decreases caused by transactions. displaying categories, amounts, modified aid in

参考文章(6)
Allan L. Crocker, Vehicle cab heater ,(1993)
Karen E. Szolosi, Philip S. Wunderlich, Matthew S. Easley, Timothy W. Weller, William R. Albright, Computerized system and method used in financial planning ,(1996)
Jason D. Chancey, Lisa Jean Borden, Scott D. Cook, Method and system for electronically tracking financial transactions ,(1994)
Blake Earl Hayward, Srihari Kumar, Satyen Desai, Senthil Kumar Pandurangan, John Kelley, Jennifer Greene Scott, Interactive calculation and presentation of financial data results through a single interface on a data-packet-network ,(2002)