专利名称:PERSONAL OR FAMILY FINANCIAL
ACCOUNTING AND MANAGEMENT SYSTEM
发明人:Lee Ryder申请号:US12181087申请日:20080728
公开号:US20090024540A1公开日:20090122
专利附图:
摘要:A method for determining a state of personal finances includes establishing apersonal finance code. The personal finance code includes amounts associated with a setof sources of income and amounts associated with a set of uses of funds. The personal
finance code includes amounts associated with a set of asset categories. The set of assetcategories include income producing assets, income consuming assets, and non-producing income producing assets. The method also includes determining a set ofguidelines associated with the personal finance code. The set of guidelines is associatedwith at least one time period. In addition, the method includes deriving a comparisonbetween the set of guidelines and a set of fiscal behaviors. The set of fiscal behaviors isassociated with the at least one time period. The method further includes projecting thecomparison over at least one subsequent time period to determine a projected effect.The projected effect includes a relative valuation of assets in at least one of the set ofasset categories.
申请人:Lee Ryder
地址:Franklin TN US
国籍:US
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