Personal financial management system

A financial management and data management technology, applied in the field of financial management systems, can solve the problems of lack of comprehensive practicality and humanization, and achieve the effect of avoiding damage to people's reputation, high practicability and humanization, and avoiding safety risks

Inactive Publication Date: 2018-11-16
NORTH CHINA UNIVERSITY OF SCIENCE AND TECHNOLOGY
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  • Abstract
  • Description
  • Claims
  • Application Information

AI Technical Summary

Problems solved by technology

[0004] In view of the above-mentioned technical deficiencies, the purpose of the present invention is to provide a personal financial management system that solves the shortcomings of existing financial management software in terms of financial analysis management, daily financial display, finding suitable financial products, fund binding, and repayment and payment. The problem of comprehensive practicality and humanization

Method used

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Embodiment Construction

[0027] 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.

[0028] Such as Figure 1 to Figure 5 As shown, a personal financial management system includes a central management server, a data management module, an accounting unit, a remote asset information query module, a background database, a user interaction module, a fund management unit, a billing unit, a reminder module, and a bill analysis module , the data management module, accounting unit, asset information remote query module, background database, user inter...

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Abstract

The invention discloses a personal financial management system. The system comprises a central management server, a data management module, an accounting unit, an asset information remote query module, a background database, a user interaction module, a fund management unit, an expenditure presentation unit, a prompting module and a bill analysis module. According to the system, users can conveniently perform income and expense record and detail query of personal accounts, and visual display can be realized; the statistics of the consumption conditions of the users is facilitated to remind theusers of reasonable allocation of fund; the users can conveniently select proper stock and financial products for investment; the users can be reminded to conveniently perform life payment and repayment operations; the users can conveniently bind bank cards, and potential security risks caused by binding of the bank cards and other platforms are avoided; accounting content of a PC accounting terminal is synchronized to a personal mobile phone terminal to facilitate check of the user at any time; and the system is advantaged by high comprehensiveness, practicality and humanization degree.

Description

technical field [0001] The invention belongs to the technical field of financial management systems, and in particular relates to a personal financial management system. Background technique [0002] Now, there is a term called "moonlight clan", which refers to people who use up and spend all the money they earn every month. Financial constraints often occur due to poor management of one's money. Therefore, it is very important to manage your finances scientifically. The rapid development of the information society and the popularization of computers have greatly improved people's material and spiritual life. In order to adapt to the rapid development of society, people should improve their awareness of financial management, rationally allocate their money, and make money consumption meaningful to improve people's living standards. [0003] There are a lot of financial management software, but most of them simply record the financial, and do not have the function of analy...

Claims

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Application Information

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IPC IPC(8): G06Q40/00
CPCG06Q40/125
Inventor 王天珊柏松高建胜赵平
Owner NORTH CHINA UNIVERSITY OF SCIENCE AND TECHNOLOGY
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