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Personal financial management system

A technology of financial management and management modules, applied in the field of financial management, can solve problems such as logical inability to summarize calculations, no unified recording method for forms, and high learning costs, so as to achieve convenience and rationalization of financial management, reduce calculation accuracy, and improve life quality effect

Pending Publication Date: 2021-12-24
昆山贝瑞财税咨询有限公司
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  • Summary
  • Abstract
  • Description
  • Claims
  • Application Information

AI Technical Summary

Problems solved by technology

[0003] In real life, it is often necessary to manage various personal financial revenues and expenditures. At present, most people are still used to recording financial information by handwriting records, or using excel forms. Handwritten records are easy to perform, and for data retrieval Viewing is very troublesome, because there is no unified recording method in the form, the learning cost is high, and it is easy to fail to summarize calculations due to logical problems, or generate data errors that cannot be found

Method used

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  • Personal financial management system

Examples

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Embodiment

[0022] Embodiment: a kind of personal financial management system, such as figure 1 Shown: including user login module, revenue and expenditure storage module, query module and user and account management module;

[0023] Wherein, the user login module is used to verify the login user name and password, the income and expenditure storage module includes income storage and expenditure storage, the income storage is used to add user income details, and the expenditure storage is used to add user spending data;

[0024] The query module includes a classification query and a detailed view, the classification query is used to filter and display according to the account category, and the detailed view is used for detailed viewing of all revenue and expenditure data;

[0025] The user and account management module includes user management and account information management, the user management is used to manage the names and passwords of users created in the system, and the account ...

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Abstract

The invention discloses a personal financial management system, which comprises a user login module, an income and expenditure storage module, a query module and a user and account management module. The user login module is used for verifying a login user name and a password, the income and expenditure storage module comprises income storage and expenditure storage, the query module comprises classified query and detail viewing, and the user and account management module comprises user management and account information management. According to the invention, electronic management is carried out on various finance items by using electronic equipment such as a computer or a mobile phone, so that the financial management is more convenient and rational, the calculation accuracy of data is greatly reduced, the difficulty of financial management is reduced, and the life quality of people is improved.

Description

technical field [0001] The invention belongs to the technical field of financial management, in particular to a personal financial management system. Background technique [0002] Nowadays, our life is becoming more and more information-based. It can be said that the life of each of us is inseparable from the help of computers. In order to make our life more convenient and faster, more and more personal application software has become an important assistant for people. [0003] In real life, it is often necessary to manage various personal financial revenues and expenditures. At present, most people are still used to recording financial information by handwriting records, or using excel forms. Handwritten records are easy to perform, and for data retrieval Viewing is very troublesome. Since there is no uniform recording method in the form of tables, the learning cost of using them is high, and it is easy to fail to summarize calculations due to logical problems, or to genera...

Claims

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Application Information

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Patent Type & Authority Applications(China)
IPC IPC(8): G06F9/451G06Q40/00
CPCG06F9/453G06Q40/125
Inventor 徐秋子
Owner 昆山贝瑞财税咨询有限公司
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