Invention Grant
- Patent Title: Personal finance integration system and method
- Patent Title (中): 个人理财一体化体系与方法
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Application No.: US12966932Application Date: 2010-12-13
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Publication No.: US08355967B2Publication Date: 2013-01-15
- Inventor: Tod DeBie , Michael Burger
- Applicant: Tod DeBie , Michael Burger
- Applicant Address: US CA Costa Mesa
- Assignee: ConsumerInfo.com, Inc.
- Current Assignee: ConsumerInfo.com, Inc.
- Current Assignee Address: US CA Costa Mesa
- Agency: Knobbe, Martens, Olson & Bear LLP
- Main IPC: G07B17/00
- IPC: G07B17/00 ; G06Q40/00 ; G07F19/00

Abstract:
An integration device retrieves credit reports, and/or other financial data that is available from one or more credit sources, for consumers and extracts financial account information from the credit reports. The integration device may then format and/or translates the account information into a format that is usable by a particular consumer's personal finance software and communicates the account information to the personal finance software. Accordingly, the personal finance software is provided with information regarding each of a plurality of financial accounts that are associated with the consumer so that the account information may be populated in the personal finance software with minimal effort by the consumer.
Public/Granted literature
- US20110087575A1 PERSONAL FINANCE INTEGRATION SYSTEM AND METHOD Public/Granted day:2011-04-14
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