Patent ID: 7389915

Claim:
A financial management system comprising: a commercial web server provided by a merchant, said commercial web server having a set of transaction processing executable source code configured to process an online transaction when a set of commercial web server transaction data is received, and a terminal device comprising: a personal financial management application configured to store personal financial management application transaction data including purchase amount data, purchase date data, payee data, and card identification data, and a financial assistant comprising: a set of graphical user interface generation executable code configured to generate a graphical user interface at the conclusion of the online transaction, the graphical user interface comprising: a purchase amount field, a purchase date field, a payee field, a card identification field, a category field configured to accept user input, and an accept button, a set of graphical user interface population executable code that populates the purchase amount field, the purchase date field, the payee field, and the card identification field based on the commercial web server transaction data, and a set of personal financial management application transmission executable code that transmits the personal financial management application transaction data from the fields of the graphical user interface to the personal financial management application when the accept button is activated.