公开(公告)号：US10460376B1

公开(公告)日：2019-10-29

申请号：US12324637

申请日：2008-11-26

申请人： Matthew Krakowiecki ,  Pearl Kolling ,  Jack Mackouse ,  Kevin Rhein ,  Elizabeth Hoople ,  Kathy Yee ,  Brian Paul McMahon ,  Brett David Ehrlich

发明人： Matthew Krakowiecki ,  Pearl Kolling ,  Jack Mackouse ,  Kevin Rhein ,  Elizabeth Hoople ,  Kathy Yee ,  Brian Paul McMahon ,  Brett David Ehrlich

IPC分类号： G06Q40/00

摘要： A data management system includes a storage device configured to store financial data for a plurality of financial transactions, the financial data for the plurality of financial transactions being associated with a plurality of different accounts of a user, each of the plurality of financial transactions being associated with one of a plurality of transaction categories. The system further includes a server coupled to the storage device and configured to retrieve the financial data for the plurality of financial transactions from the data storage device; receive a request from the user to generate a budget for the user, the budget including budget cash flow amounts for the plurality of transaction categories, determine an average cash flow amount for each of the plurality of transaction categories, the average cash flow amount for each of the transaction categories being based on the financial data for financial transactions associated with the transaction category, generate a budget report including the budget cash flow amount for each of the plurality of transaction categories, the budget cash flow amount for each transaction category being determined based on the average cash flow amount for the transaction category, and provide the budget report to the user.