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US Patent 12008521 Financial management system and method with customizable user interface

OverviewStructured DataIssuesContributors

Contents

Patent abstractTimelineTable: Further ResourcesReferences
Is a
Patent
Patent
1

Patent attributes

Patent Jurisdiction
United States Patent and Trademark Office
United States Patent and Trademark Office
1
Patent Number
120085211
Patent Inventor Names
Karen Lynne Moore1
Yon Wing Lee1
Brian Paul McMahon1
Andrew J. Diggdon1
John Maher1
Date of Patent
June 11, 2024
1
Patent Application Number
175653881
Date Filed
December 29, 2021
1
Patent Citations
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US Patent 7571125 Cash flow management system
1
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US Patent 7752102 Pay yourself first system
1
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US Patent 7788146 System for visualizing financial data
1
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US Patent 7818233 User interface for a financial modeling system
1
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US Patent 7831511 Automating setup of a user's financial management application account for electronic transfer of data with a financial institution
1
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US Patent 7865837 User interface including an element for selecting customization or help screens
1
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US Patent 7895102 Systems and methods for financial plan benchmarking
1
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US Patent 7962394 Systems and methods for scheduling contributions to a retirement savings plan
1
...
Patent Primary Examiner
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Bennett M Sigmond
1
CPC Code
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G06Q 20/14
1
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G06Q 20/00
1
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G06Q 20/227
1
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G06Q 20/405
1
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G06Q 40/00
1
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G06Q 20/085
1
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G06Q 20/10
1
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G06Q 40/02
1
...
Patent abstract

A computer-implemented data processing system includes a data storage device and a processor and program logic stored in memory and executable by the processor. The program logic may include account management logic coupled to the data storage device and configured to manage accounts respectively associated with a plurality of users, the account management logic including account processing logic configured to process transactions for the accounts and store account data related to the accounts in the data storage device. The program logic may further include interface logic coupled to the account management logic and the data storage device, the interface logic configured to connect the data processing system to computing systems associated with the plurality of users by way of the Internet, the interface logic providing the plurality of users with web access to an on-line banking area of a website of a financial institution.

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