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Financial management system and financial management method

A financial management and financial technology, applied in the field of financial management systems, to achieve broad market application prospects, reliable analysis and management, and strong pertinence.

Active Publication Date: 2018-06-12
西安众佰信科信息科技有限公司
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  • Summary
  • Abstract
  • Description
  • Claims
  • Application Information

AI Technical Summary

Problems solved by technology

[0005] The embodiment of the present invention provides a financial management system and method to solve the problem in the prior art that the financial management is simply recorded but not analyzed and managed

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  • Financial management system and financial management method

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Embodiment Construction

[0044] The following will clearly and completely describe the technical solutions in the embodiments of the present invention with reference to the accompanying drawings in the embodiments of the present invention. Obviously, the described embodiments are only some, not all, embodiments of the present invention. Based on the embodiments of the present invention, all other embodiments obtained by persons of ordinary skill in the art without making creative efforts belong to the protection scope of the present invention.

[0045] figure 1 It is a functional block diagram of a financial management system provided by an embodiment of the present invention. Such as figure 1As shown, the system includes: financial management computer 1 and multiple mobile terminals 2; financial management computer 1 includes: family financial management APP-11; family financial management APP-11 includes: human-computer interaction module 111, information association module 112, Financial planning...

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Abstract

The invention discloses a financial management system and a financial management method, and relates to the field of financial management. The financial management system comprises a financial management computer and a plurality of mobile terminals. Family financial management APP (application) comprises an information correlation module, a financial planning module, a revenue management module, an expenditure management module, an investment management module, a financial warning module and a safety management module. The financial management system and the financial management method have the advantages that bank cards and names of family members are correlated with mobile phone numbers, financial plans are drawn up, family revenue and expenditure and investment and finance are managed,financial warning signals can be provided according to financial plan information, revenue and expenditure information and investment information, and accordingly family finance can be comprehensivelyand reliably efficiently managed; furthermore, the financial management system can be connected with interfaces of banks, accordingly, expenditures of the family members can be divided into direct expenditures, conditional expenditures and audit expenditure, and the family expenditure can be managed in a classified manner; the financial management system can be connected with interfaces of insurance companies, accordingly, family investment conditions can be reliably analyzed and managed, and the investment information can be pushed.

Description

technical field [0001] The present invention relates to the field of financial management, more specifically to a financial management system and method. Background technique [0002] With the increase of people's income, people's living standard has been greatly improved. Therefore, how to properly manage money and increase wealth to improve the quality of life or realize dreams has become a life topic for most people, especially the working class and white-collar workers with stable income. Therefore, family financial management is of great significance to every family. [0003] At present, financial management has developed from the original handwritten account book to the current computer system input and statistics. However, most of the existing computer accounting software simply records the financial, and does not have the function of analyzing and managing the financial. [0004] To sum up, the financial management software for households in the prior art has the p...

Claims

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Application Information

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Patent Type & Authority Applications(China)
IPC IPC(8): G06Q40/00
CPCG06Q40/125
Inventor 张献奇李欢欢朱华银吴腊吴星昊
Owner 西安众佰信科信息科技有限公司
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