METHOD AND SYSTEM FOR PROVIDING ELECTRONIC FINANCIAL ASSISTANCE
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United States of America Patent
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Issued Date -
Jan 28, 2016
app pub date -
Jul 24, 2014
filing date -
Jul 24, 2014
priority date (Note) -
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Abstract
A method for providing real-time monitoring of and advice relative to user's personal finances is provided. One or more financial goals are received from a user. Financial data associated with the user and stored in one or more financial information data sources is accessed. The accessed financial data is analyzed based upon the one or more financial goals. One or more financial recommendations are provided based on the analyzed financial data and responsive to an occurrence of a user event related to an expenditure of user's funds.
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