Invention Grant
- Patent Title: Method and system for providing relative financial position data
- Patent Title (中): 提供相关财务状况数据的方法和系统
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Application No.: US12361693Application Date: 2009-01-29
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Publication No.: US08214276B1Publication Date: 2012-07-03
- Inventor: Richard Preece , Vidya Dinamani , Alan Tifford , David Duayne Taylor
- Applicant: Richard Preece , Vidya Dinamani , Alan Tifford , David Duayne Taylor
- Applicant Address: US CA Mountain View
- Assignee: Intuit Inc.
- Current Assignee: Intuit Inc.
- Current Assignee Address: US CA Mountain View
- Agency: McKay and Hodgson, LLP
- Agent Philip McKay; Sean P. Lewis
- Main IPC: G06Q40/00
- IPC: G06Q40/00

Abstract:
A method and system for providing relative financial position data whereby actual financial data, such as, but not limited to, overall financial position data, income and asset data, expense data, and transactional data, and/or demographic data for various individuals is obtained from one or more sources. A given individual's actual financial transaction data is then compared with other individuals that are determined to be similarly situated with the given individual. The given individual is then provided one or more graphical displays and/or data displays showing a comparison between the given individual's own financial data and/or position and the average financial data and/or position of similarly situated individuals.
Information query