Personal finance integration system and method
US8355967B2 · kind B2 · utility
Assignee
Inventors
Key dates
| Filing date | Dec 13, 2010 |
| Grant date | Jan 15, 2013 |
| Priority date | — |
| Expiry date | Dec 13, 2030 |
Classification
- Technology area (CPC G)Physics
- CPC primaryG06Q40/12
- WIPO fieldIT methods for management
- WIPO sectorElectrical engineering
Abstract
An integration device retrieves credit reports, and/or other financial data that is available from one or more credit sources, for consumers and extracts financial account information from the credit reports. The integration device may then format and/or translates the account information into a format that is usable by a particular consumer's personal finance software and communicates the account information to the personal finance software. Accordingly, the personal finance software is provided with information regarding each of a plurality of financial accounts that are associated with the consumer so that the account information may be populated in the personal finance software with minimal effort by the consumer.
Source: USPTO / EPO open patent data. Objective bibliographic and citation counts.