WO2002082239A3 - A personal or family financial accounting and management system - Google Patents

A personal or family financial accounting and management system Download PDF

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Publication number
WO2002082239A3
WO2002082239A3 PCT/US2002/009878 US0209878W WO02082239A3 WO 2002082239 A3 WO2002082239 A3 WO 2002082239A3 US 0209878 W US0209878 W US 0209878W WO 02082239 A3 WO02082239 A3 WO 02082239A3
Authority
WO
WIPO (PCT)
Prior art keywords
personal
management system
fiscal
financial accounting
allocations
Prior art date
Application number
PCT/US2002/009878
Other languages
French (fr)
Other versions
WO2002082239A2 (en
Inventor
Lee Ryder
Original Assignee
Lee Ryder
Priority date (The priority date is an assumption and is not a legal conclusion. Google has not performed a legal analysis and makes no representation as to the accuracy of the date listed.)
Filing date
Publication date
Application filed by Lee Ryder filed Critical Lee Ryder
Priority to AU2002254457A priority Critical patent/AU2002254457A1/en
Publication of WO2002082239A2 publication Critical patent/WO2002082239A2/en
Publication of WO2002082239A3 publication Critical patent/WO2002082239A3/en

Links

Classifications

    • G—PHYSICS
    • G06—COMPUTING; CALCULATING OR COUNTING
    • G06Q—INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
    • G06Q40/00—Finance; Insurance; Tax strategies; Processing of corporate or income taxes
    • G06Q40/02—Banking, e.g. interest calculation or account maintenance
    • G—PHYSICS
    • G06—COMPUTING; CALCULATING OR COUNTING
    • G06Q—INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
    • G06Q40/00—Finance; Insurance; Tax strategies; Processing of corporate or income taxes
    • G—PHYSICS
    • G06—COMPUTING; CALCULATING OR COUNTING
    • G06Q—INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
    • G06Q40/00—Finance; Insurance; Tax strategies; Processing of corporate or income taxes
    • G06Q40/06—Asset management; Financial planning or analysis
    • G—PHYSICS
    • G06—COMPUTING; CALCULATING OR COUNTING
    • G06Q—INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
    • G06Q40/00—Finance; Insurance; Tax strategies; Processing of corporate or income taxes
    • G06Q40/10—Tax strategies
    • G—PHYSICS
    • G06—COMPUTING; CALCULATING OR COUNTING
    • G06Q—INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
    • G06Q40/00—Finance; Insurance; Tax strategies; Processing of corporate or income taxes
    • G06Q40/12—Accounting

Abstract

A financial management system and method for personal financial management. A user interface (fig.1) attached to a computer may interact with the user and/or financial institutions (U) to acquire information regarding fiscal behavior and asset allocations and performance. 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 (P). 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.
PCT/US2002/009878 2001-04-05 2002-03-29 A personal or family financial accounting and management system WO2002082239A2 (en)

Priority Applications (1)

Application Number Priority Date Filing Date Title
AU2002254457A AU2002254457A1 (en) 2001-04-05 2002-03-29 A personal or family financial accounting and management system

Applications Claiming Priority (2)

Application Number Priority Date Filing Date Title
US28206401P 2001-04-05 2001-04-05
US60/282,064 2001-04-05

Publications (2)

Publication Number Publication Date
WO2002082239A2 WO2002082239A2 (en) 2002-10-17
WO2002082239A3 true WO2002082239A3 (en) 2003-04-10

Family

ID=23079951

Family Applications (1)

Application Number Title Priority Date Filing Date
PCT/US2002/009878 WO2002082239A2 (en) 2001-04-05 2002-03-29 A personal or family financial accounting and management system

Country Status (3)

Country Link
US (1) US7421408B2 (en)
AU (1) AU2002254457A1 (en)
WO (1) WO2002082239A2 (en)

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Also Published As

Publication number Publication date
WO2002082239A2 (en) 2002-10-17
AU2002254457A1 (en) 2002-10-21
US7421408B2 (en) 2008-09-02
US20020156710A1 (en) 2002-10-24

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