Financial management system
OwnerElizabeth R. Dyorinventor
Life of this patent
Estimating the term…
Abstract
A financial management system includes a client terminal having a financial management application and a graphical user interface. The graphical user interface is configured to display transaction data, enable user modification of the transaction data, and transmit modified transaction data to the financial management application. The financial management system additionally includes a commercial web server capable of conducting online financial transactions. The financial management application receives transaction data regarding an online financial transaction upon completion of the financial transaction.
Claims20
A financial management system configured to transmit a set of transaction data, the financial management system comprising:
- a personal financial management application configured to store personal financial management application transaction data including purchase amount data, purchase date data, payee data, and card identification data, and
- a financial assistant comprising:
- a set of graphical user interface generation executable code configured to generate a graphical user interface at the conclusion of the online transaction, the graphical user interface comprising:
- a purchase amount field,
- a purchase date field,
- a payee field,
- a category field configured to accept user input, and
- an accept button,
- a set of graphical user interface population executable code that populates the purchase amount field, the purchase date field, the payee field, and the card identification field based on the received transaction data, and
- a set of personal financial management application transmission executable code that transmits the personal financial management application transaction data from the fields of the graphical user interface to the personal financial management application when the accept button is activated.
A financial management system for creating a reminder for a financial transaction consummated online, the financial management system comprising:
- a personal financial management application configured to store personal financial management application transaction data including purchase amount data, purchase date data, payee data, and card identification data, and
- a financial assistant comprising:
- a set of graphical user interface generation executable code configured to generate a graphical user interface at the conclusion of the online transaction, the graphical user interface comprising:
- a category field configured to accept user input, and
- an accept button,
- a set of graphical user interface population executable code that populates the category field based on the received transaction data, and
- a set of personal financial management application transmission executable code that transmits the personal financial management application transaction data from the category field of the graphical user interface to the personal financial management application when the accept button is activated.
A financial management system for creating a reminder for a financial transaction consummated online, the financial management system comprising:
- a personal financial management application configured to store personal financial management application transaction data including purchase amount data, purchase date data, payee data, and card identification data, and
- a financial assistant comprising:
- a set of graphical user interface generation executable code configured to generate a graphical user interface at the conclusion of the online transaction, the graphical user interface comprising:
- a category field configured to accept user input, and
- an accept button,
- a set of graphical user interface population executable code that populates the category field based on the received transaction data, and
- a set of personal financial management application transmission executable code that transmits the personal financial management application transaction data from the category field of the graphical user interface to the personal financial management application when the accept button is activated, the personal financial management application transaction data comprising information about a plurality of particular items that comprise the financial transaction consummated online.
Dependencies are inferred from the claim text.