Method for personal financial management using mobile communication device

A mobile communication device and financial management technology, applied in data processing applications, instruments, resources, etc., can solve the problems of inability to truly provide users with a full picture of personal financial statements, inability to meet the needs of integrated analysis, and improve the confidentiality of financial data. , high penetration rate, and the effect of reducing barriers to financial management

Inactive Publication Date: 2007-02-07
YILI INNOVATION
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  • Summary
  • Abstract
  • Description
  • Claims
  • Application Information

AI Technical Summary

Problems solved by technology

[0007] The deficiencies of the conventional method and the previous invention: only bills are given to the user, but the analysis information that is really useful to the user is not able to provide assistance. However, users are faced with many sources of statements, and the work of integrated analysis is still unsatisfactory, that is, it cannot really provide a complete picture of the user's personal financial statements

Method used

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  • Method for personal financial management using mobile communication device
  • Method for personal financial management using mobile communication device

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Embodiment Construction

[0016] The preferred embodiments of the present invention are cited hereby, and further detailed descriptions are made in conjunction with the drawings as follows, wherein:

[0017] figure 1 It is a flowchart showing an embodiment of the method for personal financial management using a mobile communication device in the present invention.

[0018] figure 2 Department said figure 1 A schematic diagram of the architecture required for the flow shown.

[0019] see Figure 1 to Figure 2 , the architecture required by the embodiment shown in the present invention includes:

[0020] An electronic statement 100, used to record the user's statement information in an electronic data packet;

[0021] An analysis module 101, which is used to analyze the electronic statement 100, identify the corresponding accounting subject, and file and store it in the database 102;

[0022] a database 102 for recording and storing financial related information;

[0023] A financial management m...

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Abstract

The provided individual finance management method by mobile communication device comprises: receiving individual electronic check sheet, analyzing the sheet by an analysis module to recognize the corresponding accounting title and store into database; reading user command to start up the management module and access the database to generate and display financial reports on screen.

Description

【Technical field】 [0001] The invention relates to a method for personal financial management using a mobile communication device. This invention mainly uses the personal attributes of modern mobile communication devices to create a method that can quickly and automatically generate personal financial statements for financial management. 【Background technique】 [0002] The main process of the traditional statement of account is that the manufacturer prints it out and then mails it to the individual's residence. This method has the following disadvantages: [0003] 1. High delivery cost: Because of the printing and postage costs, the manufacturer pays a lot. [0004] 2. Possibility of loss: Because there is an inevitable risk of loss during the mailing process, it may even be stolen when it arrives at the mailbox. [0005] 3. Personal management is not easy: If individuals need to do financial analysis, they must manually find out the relevant figures, and then go through co...

Claims

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Application Information

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IPC IPC(8): G06Q10/00G06Q10/06
Inventor 冯世道
Owner YILI INNOVATION
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