Patent ID: 7729959
Filing Date: 2010-06-01
Classification: G06Q

Abstract:
1. A method for managing financial transactions comprising: storing a financial profile associated with a financial application on a client computer, wherein the financial profile comprises a plurality of financial accounts; sending, from the client computer, a parameter including a list of the plurality of financial accounts to a web server for use in generating a replica of the financial profile on the web server, wherein the financial profile stored on the client computer exists before the replica; sending a copy of a first financial transaction record (FTR) comprising a first timestamp from the client computer to the web server after sending the parameter, wherein the first timestamp records an occurrence of a first financial transaction, and wherein the first FTR is stored on the web server before the copy of the first FTR is sent from the client computer to the web server; receiving, from the web server, a second FTR comprising a second timestamp and identifying a financial account selected from the plurality of financial accounts in response to sending the first FTR, wherein the second FTR is generated by the web server using financial transaction information sent to the web server from an input device, and wherein the financial transaction information is sent to the web server before the copy of the first FTR is sent to the web server from the client computer; and adding the second FTR to the financial account of the financial application on the client computer, wherein the input device is separate from the client computer, wherein the second timestamp records an occurrence of a second financial transaction at the input device, and wherein the first timestamp precedes the second timestamp.