Web-based entry of financial transaction information and subsequent download of such information
US6446048B1 · kind B1 · utility
Assignee
Inventors
Key dates
| Filing date | Sep 3, 1999 |
| Grant date | Sep 3, 2002 |
| Priority date | — |
| Expiry date | Sep 3, 2019 |
Classification
- Technology area (CPC G)Physics
- CPC primaryG06Q40/12
- WIPO fieldIT methods for management
- WIPO sectorElectrical engineering
Abstract
Systems, methods and related software products which enable users to temporarily store and subsequently retrieve information are disclosed. The system embodiments include a plurality of input devices, client computers (each having a user-specific personal finance application) and a web-site server with a database. The input devices, client computers and server are communicatively linked via a communication network so that a plurality of users can temporarily store and/or manipulate financial transaction information on the server from any of the input devices. Each user can also transmit financial profile information to the server. This information enables the server to replicate the unique profile characteristics for each of the finance applications. This, in turn, simplifies remote entry of information, subsequent download of that information and integration of such information into each user's personal finance application. When the user accesses a respective client computer having the user's customized personal finance application, the user can download the previously stored information and automatically integrate the information into the user's personal finance application.
Source: USPTO / EPO open patent data. Objective bibliographic and citation counts.