Method for reconciling a financial account from a portable account register
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United States of America Patent
Stats
-
May 16, 2006
Grant Date -
Jun 10, 2004
app pub date -
Dec 2, 2003
filing date -
Dec 9, 2002
priority date (Note) -
In Force
status (Latency Note)
Importance
Abstract
A method for reconciling a financial account of a user on a user device. A user list of transactions that have been entered by the user are accessed. A list of transactions from a financial institution is downloaded. The financial institution list is stored on the user device, and then compared with the user list, item by item. A reconciliation function is provided for each item on both of the lists. In one embodiment, a separate display of the cleared balance is provided, a single link button is provided to enable the upload of the register contents to a computer for reconciliation or for archiving and a memory attachment, such as a USB memory key, is also provided for archiving and/or additional program capabilities.
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