Patent ID: 7899750
Filing Date: 2011-03-01
Classification: G06Q

Abstract:
1. A computing system implemented process for goal orientated financial management using projected balances comprising: providing, through execution on a computing system including a processor and memory coupled to the processor, the memory having processor executable instructions stored therein to perform a process for goal orientated financial management using projected balances, a computing system implemented financial management system, the computing system implemented financial management system including a projected balance feature, the projected balance feature being used to predict future balances of one or more selected accounts associated with computing system implemented financial management system using historical financial data or recurring financial activities associated with the one or more selected accounts, the computing system being configured to create automatic payments rules to support goals; selecting, through the computing system, a financial account from the one or more associated financial accounts; defining, through the computing system, a financial goal; and creating, by the computing system, at least one automatic payment rule for performing financial transactions through the selected account, the at least one automatic payment rule being created to support the defined financial goal, wherein the at least one automatic payment rule is created and implemented based on projected account data generated by the computing system implemented financial management system projected balance feature.