SG10201903105WA - Collaborative financial management - Google Patents

Collaborative financial management

Info

Publication number
SG10201903105WA
SG10201903105WA SG10201903105WA SG10201903105WA SG10201903105WA SG 10201903105W A SG10201903105W A SG 10201903105WA SG 10201903105W A SG10201903105W A SG 10201903105WA SG 10201903105W A SG10201903105W A SG 10201903105WA SG 10201903105W A SG10201903105W A SG 10201903105WA
Authority
SG
Singapore
Prior art keywords
display
instructions
region
financial
collaborative
Prior art date
Application number
SG10201903105WA
Inventor
Eric Connors
Jose Buraschi
Katy Gibson
Vinay Nagaraj
Original Assignee
Yodlee Inc
Priority date (The priority date is an assumption and is not a legal conclusion. Google has not performed a legal analysis and makes no representation as to the accuracy of the date listed.)
Filing date
Publication date
Application filed by Yodlee Inc filed Critical Yodlee Inc
Publication of SG10201903105WA publication Critical patent/SG10201903105WA/en

Links

Classifications

    • GPHYSICS
    • G06COMPUTING; CALCULATING OR COUNTING
    • G06QINFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
    • G06Q40/00Finance; Insurance; Tax strategies; Processing of corporate or income taxes

Landscapes

  • Business, Economics & Management (AREA)
  • Engineering & Computer Science (AREA)
  • Accounting & Taxation (AREA)
  • Development Economics (AREA)
  • Economics (AREA)
  • Finance (AREA)
  • Marketing (AREA)
  • Strategic Management (AREA)
  • Technology Law (AREA)
  • Physics & Mathematics (AREA)
  • General Business, Economics & Management (AREA)
  • General Physics & Mathematics (AREA)
  • Theoretical Computer Science (AREA)
  • Financial Or Insurance-Related Operations Such As Payment And Settlement (AREA)
  • Digital Computer Display Output (AREA)
  • Management, Administration, Business Operations System, And Electronic Commerce (AREA)

Abstract

COLLABORATIVE FINANCIAL MANAGEMENT Methods, systems, and apparatus, including computer programs encoded on computer storage media, for collaborative financial management, including instructions to display in a first region of a display of the device a name of a currently selected financial collaboration group out of multiple financial collaboration groups to which a user of the device is a member. Instructions to receive data representing events associated with the currently selected financial collaboration group, each event of the being one of a multiple of types. Instructions to display in a second region of the display of the device an ordered list of the events, wherein each item in the ordered list includes a visual indicia of an event type for the event corresponding to the item. Instructions to select a different financial collaboration group in response to a touch input in the first region of the display of the device. FIG. 2B
SG10201903105WA 2013-09-09 2014-09-09 Collaborative financial management SG10201903105WA (en)

Applications Claiming Priority (2)

Application Number Priority Date Filing Date Title
US201361875635P 2013-09-09 2013-09-09
US201361876146P 2013-09-10 2013-09-10

Publications (1)

Publication Number Publication Date
SG10201903105WA true SG10201903105WA (en) 2019-05-30

Family

ID=52626500

Family Applications (2)

Application Number Title Priority Date Filing Date
SG11201601780UA SG11201601780UA (en) 2013-09-09 2014-09-09 Collaborative financial management
SG10201903105WA SG10201903105WA (en) 2013-09-09 2014-09-09 Collaborative financial management

Family Applications Before (1)

Application Number Title Priority Date Filing Date
SG11201601780UA SG11201601780UA (en) 2013-09-09 2014-09-09 Collaborative financial management

Country Status (5)

Country Link
US (1) US20150073959A1 (en)
JP (1) JP2016532979A (en)
CA (1) CA2923718A1 (en)
SG (2) SG11201601780UA (en)
WO (1) WO2015035417A1 (en)

Families Citing this family (55)

* Cited by examiner, † Cited by third party
Publication number Priority date Publication date Assignee Title
US10068256B2 (en) 2014-10-08 2018-09-04 Microsoft Technology Licensing, Llc User directed information collections
US10929921B1 (en) * 2014-10-30 2021-02-23 Intuit Inc. Instant matching of data for accounting based on email and bank scraping
US10887384B2 (en) * 2015-03-25 2021-01-05 Accenture Global Services Limited Digital collaboration system
US9721406B2 (en) * 2015-04-08 2017-08-01 Thomas M. Isaacson System and method for door unlocking using a payment account
CN106296154B (en) * 2015-06-11 2021-08-24 创新先进技术有限公司 Transaction processing method and system
US10453057B2 (en) * 2015-06-19 2019-10-22 Paypal, Inc. Split path data communication
US20170076378A1 (en) * 2015-09-11 2017-03-16 Bank Of America Corporation System for restructuring based on predictive analysis
US10249002B2 (en) * 2015-09-11 2019-04-02 Bank Of America Corporation System for dynamic visualization of individualized consumption across shared resource allocation structure
CN106960142A (en) 2016-01-08 2017-07-18 阿里巴巴集团控股有限公司 A kind of rights management and the method and device of resources control
US10009773B2 (en) 2016-03-31 2018-06-26 Appbrilliance, Inc. Secured data access from a mobile device executing a native mobile application and a headless browser
US10846154B2 (en) 2016-03-31 2020-11-24 Appbrilliance, Inc. Application programming interface fingerprint data generation at a mobile device executing a native mobile application
US10621564B1 (en) 2016-04-27 2020-04-14 Wells Fargo Bank, N.A. Tandem purchasing and incentivized shopping
US11017364B2 (en) * 2016-06-03 2021-05-25 Finicity Corporation Systems and methods for managing financial transaction information
JP6943366B2 (en) * 2016-06-13 2021-09-29 株式会社野村総合研究所 Account management system
US10410017B2 (en) * 2016-09-30 2019-09-10 The Toronto-Dominion Bank Device lock bypass on selectable alert
KR20180037782A (en) * 2016-10-05 2018-04-13 삼성전자주식회사 Method for payment and electronic device using the same
JP6321772B1 (en) * 2016-12-26 2018-05-09 株式会社三井住友銀行 Account and fund management system with functions that can be freely set by customers
JP6785647B2 (en) * 2016-12-26 2020-11-18 株式会社日本総合研究所 Savings support equipment, savings support methods and savings support programs
US20180197245A1 (en) * 2017-01-09 2018-07-12 Carlos M. Barrera Method for funding tax-deferred retirement or savings accounts via debt instruments
JP6325701B1 (en) * 2017-01-19 2018-05-16 株式会社 みずほ銀行 Account management system, account management method, and account management program
US11416949B2 (en) * 2017-02-02 2022-08-16 Ebay, Inc. Method and system for payment delegation using personalized multimedia mechanism
US10740823B1 (en) * 2017-04-28 2020-08-11 Wells Fargo Bank, N.A. Financial alert system based on image of user spending behavior
CN107146082B (en) * 2017-05-27 2021-01-29 北京小米移动软件有限公司 Transaction record information acquisition method and device and computer readable storage medium
JP2019153185A (en) * 2018-03-05 2019-09-12 富士通株式会社 Simulation support program, simulation support method and simulation device
US11481837B1 (en) 2018-04-12 2022-10-25 Wells Fargo Bank, N.A. Authentication circle management
US11386412B1 (en) 2018-04-12 2022-07-12 Wells Fargo Bank, N.A. Authentication circle management
US11164265B1 (en) 2018-04-18 2021-11-02 Wells Fargo Bank, N.A. User interface for interfacing with multiple human users
US10943308B1 (en) 2018-05-03 2021-03-09 Wells Fargo Bank, N.A. Systems and methods for pervasive advisor for major expenditures
US10614440B2 (en) * 2018-07-09 2020-04-07 Capital One Services, Llc Systems and methods for real-time, distributed processing of group bill payments
US10554706B1 (en) 2018-08-17 2020-02-04 Wowza Media Systems, LLC Media streaming using a headless browser
CN110941425A (en) * 2018-09-25 2020-03-31 北京龙码科技有限公司 Graphical collaborative programming method, device and system, server and storage medium
CN109460981B (en) * 2018-10-23 2021-06-25 腾讯科技(深圳)有限公司 Message interaction method and device, storage medium and electronic device
US10755247B2 (en) * 2018-12-05 2020-08-25 Capital One Services, Llc Crowdfunding credit card payments
KR102046276B1 (en) * 2019-01-14 2019-12-02 임현진 A service providing method and apparatus for providing a single service by determining whether a plurality of users agree with each other
JP2020113124A (en) * 2019-01-15 2020-07-27 東芝テック株式会社 Information processing device and information processing program
US11683296B2 (en) 2019-08-23 2023-06-20 Appbrilliance, Inc. Headless browser system with virtual API
JP6943934B2 (en) * 2019-09-12 2021-10-06 Kddi株式会社 Information processing device and information processing method
JP6941667B2 (en) * 2019-12-30 2021-09-29 Line株式会社 Programs, information processing methods, terminals
JP7086923B2 (en) 2019-12-30 2022-06-20 Line株式会社 Programs, information processing methods, terminals
WO2021137270A1 (en) * 2019-12-30 2021-07-08 Line株式会社 Program, display method, and terminal
JP7250186B2 (en) * 2019-12-30 2023-03-31 Line株式会社 server, program, information processing method
US10859993B1 (en) * 2020-01-29 2020-12-08 Capital One Services, Llc System and method for control of smart appliance operation
US11875320B1 (en) 2020-02-28 2024-01-16 The Pnc Financial Services Group, Inc. Systems and methods for managing a financial account in a low-cash mode
US20210295287A1 (en) * 2020-03-20 2021-09-23 Hedge, Inc. Fund assignment for round-up transaction
US11715076B2 (en) * 2020-06-30 2023-08-01 Paypal, Inc. User interfaces for account statement assignment
US11328235B1 (en) 2020-08-05 2022-05-10 Wells Fargo Bank, N.A. Professional-team-builder system
US11868461B2 (en) * 2021-02-01 2024-01-09 Apple Inc. User interfaces for sharing an account with another user identity
CN113723965A (en) * 2021-09-01 2021-11-30 中电金信软件有限公司 Service processing method based on family account, and relationship establishing method and device
CN113971555A (en) * 2021-09-27 2022-01-25 中电金信软件有限公司 Home account service processing method and device, electronic device and readable storage medium
US20230133070A1 (en) * 2021-10-28 2023-05-04 Capital One Services, Llc Excluding transactions from related users in transaction based authentication
USD1030793S1 (en) * 2022-02-02 2024-06-11 Capital One Services, Llc Display screen or portion thereof with an animated graphical user interface
USD1029848S1 (en) * 2022-02-04 2024-06-04 Capital One Services, Llc Display screen or portion thereof with a graphical user interface
JP7405930B2 (en) * 2022-02-17 2023-12-26 Lineヤフー株式会社 Programs, information processing methods, terminals
WO2024091490A1 (en) * 2022-10-25 2024-05-02 Block, Inc. Group data objects and associated functionality enablement
US12067219B2 (en) 2022-12-01 2024-08-20 Truist Bank Graphical user interface enabling entry manipulation

Family Cites Families (16)

* Cited by examiner, † Cited by third party
Publication number Priority date Publication date Assignee Title
AU6258499A (en) * 1998-09-22 2000-04-10 Science Applications International Corporation User-defined dynamic collaborative environments
US7890405B1 (en) * 2000-06-09 2011-02-15 Collaborate Solutions Inc. Method and system for enabling collaboration between advisors and clients
US7343335B1 (en) * 2000-08-08 2008-03-11 Ebay Inc. Method for managing group finances via an electronic network
US20020124188A1 (en) * 2001-02-20 2002-09-05 Vipadvisor.Com, Inc. Computing environment for facilitating collaboration between professional service providers and their clients
US7386535B1 (en) * 2002-10-02 2008-06-10 Q.Know Technologies, Inc. Computer assisted and/or implemented method for group collarboration on projects incorporating electronic information
US9654425B2 (en) * 2003-06-16 2017-05-16 Meetup, Inc. System and method for communicating among members of meeting groups
KR100582780B1 (en) * 2003-06-20 2006-05-23 엘지전자 주식회사 A housekeeping book system for using a mobile terminal and method of controlling the same
US20060020533A1 (en) * 2004-07-23 2006-01-26 Lee Stephon D Computer-implemented program for budgeting and saving
WO2006099269A2 (en) * 2005-03-11 2006-09-21 Farias & Company, Llc Financial collaboration networks
KR100810166B1 (en) * 2006-10-27 2008-03-06 주식회사 신한은행 System and method for common use account and program recording medium
US8160941B1 (en) * 2007-12-07 2012-04-17 Jpmorgan Chase Bank, N.A. Interactive account management system and method
US8296200B2 (en) * 2009-05-21 2012-10-23 Oracle International Corporation Collaborative financial close portal
KR20130030533A (en) * 2011-09-19 2013-03-27 주식회사 국민은행 Finance portal service system connected to sns and service method thereof
US20130097078A1 (en) * 2011-10-17 2013-04-18 Shoon Ping Wong Mobile remote payment system
US9294428B2 (en) * 2012-01-18 2016-03-22 Kinectus, Llc Systems and methods for establishing communications between mobile device users
US20140058855A1 (en) * 2012-04-03 2014-02-27 Atif Hussein System and method for mobile and social customer relationship management

Also Published As

Publication number Publication date
WO2015035417A1 (en) 2015-03-12
US20150073959A1 (en) 2015-03-12
CA2923718A1 (en) 2015-03-12
JP2016532979A (en) 2016-10-20
SG11201601780UA (en) 2016-04-28

Similar Documents

Publication Publication Date Title
SG10201903105WA (en) Collaborative financial management
WO2012149176A3 (en) Interactive and collaborative computing device
MX356585B (en) Management of local and remote media items.
AU2016219677A1 (en) Methods and apparatus to monitor media presentations
Park et al. Relation between smartphone addiction and interpersonal competence of college students using social network service
IN2014CH00530A (en)
WO2013169786A3 (en) Real time electronic article surveillance and management
EP2664978A3 (en) Systems and methods for haptically enabled metadata
WO2014089460A3 (en) Device, method and user interface for presenting analytic data
MX338425B (en) Überfeed.
WO2012019075A3 (en) Systems and methods to rank and select triggers for real-time offers
MX2014013175A (en) Method, system, and apparatus for exchanging data between client devices.
AU2014278636A8 (en) Device, method, and graphical user interface for moving user interface objects
WO2015061787A3 (en) Method and apparatus for managing remote devices and accessing remote device information
WO2012078659A3 (en) Correlating user interactions with interfaces
MX336148B (en) Social data overlay.
WO2014078580A3 (en) Quality control management system
IN2015DN01974A (en)
WO2013130933A3 (en) Content purchasing
WO2014093494A3 (en) Computer application promotion
MX2015010585A (en) Lock screen with socialized applications.
GB201212231D0 (en) Data selection
WO2012162278A3 (en) Social data recording
WO2014200720A3 (en) Authoring presentations with ink
GB2530460A (en) Financial information management system and user interface