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Personal financial management system

A technology of financial management and financial status, applied in the field of financial management, can solve the problems of management without financial analysis, and achieve the effect of increasing the awareness of financial management

Inactive Publication Date: 2018-03-06
NINGXIA KAISHU FINANCIAL CONSULTING CO LTD
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  • Summary
  • Abstract
  • Description
  • Claims
  • Application Information

AI Technical Summary

Problems solved by technology

[0003] There are a lot of financial management software, but most of them simply record the financial, and do not have the function of analyzing and managing the financial

Method used

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  • Personal financial management system

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Embodiment Construction

[0009] see figure 1 , the embodiment of the present invention includes:

[0010] A personal financial management system includes: a personal bill 1 , a financial status display module 2 and a financial analysis module 3 . Wherein, the personal bill 1 is input into the financial status display module 2 through the scanning device 4 , and the financial status display module 2 is connected to the financial analysis module 3 .

[0011] Specifically, the personal bill 1 includes a current asset bill 11, an investment income bill 12 and a liability bill 13, and the asset bill 11, the investment income bill 12 and the debt bill 13 are respectively connected to the scanning device 4, and after passing through the scanning device 4, the Billing information is entered into the financial status display module 2 .

[0012] The financial status display module 2 is in the form of tables, graphics or text, that is, the information of the personal bill 1 is displayed in the form of tables, ...

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Abstract

The invention discloses a personal financial management system, comprising: a personal bill, a financial status display module and a financial analysis module, the personal bill includes a current asset bill, an investment income bill and a debt bill, and the personal bill is scanned The device inputs the financial status display module, and the financial analysis module includes an input device, a database, and a financial statement generating device. One end of the input device is connected to the financial status display module, and the other end is sequentially connected to the database and the financial statement generating device. Through the above method, the personal financial management system of the present invention can directly reflect the personal daily financial status, provide clear instructions for reasonable financial planning in the future, and increase personal financial management awareness.

Description

technical field [0001] The invention relates to the field of financial management, in particular to a personal financial management system. Background technique [0002] With the rapid development of modern society, the accumulation of personal wealth is also increasing. Therefore, individuals have greatly enhanced their awareness of financial management. [0003] Now there are many financial management software, but most of them simply record the financial, and do not have the function of analyzing and managing the financial. Contents of the invention [0004] The technical problem mainly solved by the present invention is to provide a personal financial management system, which can intuitively reflect personal daily financial status, provide clear instructions for reasonable financial planning in the future, and increase personal financial management awareness. [0005] In order to solve the above technical problems, a technical solution adopted by the present inventio...

Claims

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Application Information

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Patent Type & Authority Applications(China)
IPC IPC(8): G06Q40/00
CPCG06Q40/125
Inventor 唐忠相
Owner NINGXIA KAISHU FINANCIAL CONSULTING CO LTD
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