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US 2007/0185796 A1Published application
Virtual folders for financial accounts
OwnerLori Kingshott, Julie Toneinventors
Life of this patent
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Abstract
Virtual folders for financial and asset accounts, which enable users to organize and manage account finances and assets according to source, purpose and disposition.
Claims1
A method of structuring, segregating and indicating user-specified groups within an existing financial or asset account structure, comprising:
- (a) first, novel means for segregating the funds into separate groups
- (b) second, novel means for displaying the structure of the said separate groups
- (c) third, novel means of displaying the quantity of funds in the said separate groups
- (d) fourth, novel means of specifying the relationships between the said separate groups
- (e) fifth, novel means for the management of finances and assets between the said separate groups
- (f) sixth, novel means for integrating or incorporating transactions originating or terminating external to the system, into the said separate groups
3 more elements
Dependencies are inferred from the claim text.