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Personal Financial Management System and Method
Personal Financial Management System and Method
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机译：个人理财系统及方法
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摘要
Disclosed is a system and method for automatically allocating funds to various accounts and saving money. Some embodiments of the system include an application that is used to collect information about a user's financial accounts and calculate allocation amounts in order to allocate money in a systematic manner and maximize savings. Some embodiments of the method include categorizing the user's financial accounts by type, ranking the accounts by interest rates, payments, or balances, and allocating funds to each account in order. Additionally, some embodiments of the method include calculating the user's future net worth and comparing the user's financial status to his or her peers' financial status.
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