The patent badge is an abbreviated version of the USPTO patent document. The patent badge does contain a link to the full patent document.

The patent badge is an abbreviated version of the USPTO patent document. The patent badge covers the following: Patent number, Date patent was issued, Date patent was filed, Title of the patent, Applicant, Inventor, Assignee, Attorney firm, Primary examiner, Assistant examiner, CPCs, and Abstract. The patent badge does contain a link to the full patent document (in Adobe Acrobat format, aka pdf). To download or print any patent click here.

Date of Patent:
Mar. 01, 2011

Filed:

Oct. 31, 2006
Applicants:

Michael S. Klieman, Belmont, CA (US);

Tara Feldmeier, Mountain View, CA (US);

Inventors:

Michael S. Klieman, Belmont, CA (US);

Tara Feldmeier, Mountain View, CA (US);

Assignee:

Intuit Inc., Mountain View, CA (US);

Attorneys:
Primary Examiner:
Assistant Examiner:
Int. Cl.
CPC ...
G06Q 40/00 (2006.01);
U.S. Cl.
CPC ...
Abstract

A method and apparatus for goal orientated computing system implemented financial management using projected balances includes a process for goal orientated financial management using projected balances whereby a user defines financial goals and then automatic payment rules based on projected account balance data are created to help accomplish those goals.


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