Systems and methods for projecting and managing cash flow for financial accounts
Number of patents in Portfolio can not be more than 2000
United States of America
Stats
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Sep 3, 2019
Grant Date -
N/A
app pub date -
Dec 6, 2013
filing date -
Dec 6, 2013
priority date (Note) -
In Force
status (Latency Note)
Importance
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US Family Size
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Non-US Coverage
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Abstract
Systems and methods are disclosed for managing cash flow, including incoming and outgoing transactions, and mitigating unconfirmed cash shortfalls for an entity's accounts. In an embodiment, a system comprises a processor configured to render an interactive graphical user interface (“GUI”) for the cash flow timeline on a display device. The cash flow timeline displays past and unconfirmed Cash In and Cash Out transactions and any cash shortfalls, which can be mitigated by selecting automatically displayed options. The GUI has a plurality of selectable, actionable user interface (“UI”) elements. In an embodiment, the GUI comprises a UI element selectable to display bar graphs for selected time periods of the cash flow timeline. The GUI also comprises Cash In and Cash Out centers. In embodiments, methods employ the Cash In/Out centers to add, edit, schedule and delete Cash In and Cash Out transactions such as transfers, expenses, bills, receivables, and payables.
First Claim
Other Claims data not available
Family
| Country | kind | publication No. | Filing Date |
|---|---|---|---|
| US | B1 | US11074660 | Dec 06, 2013 |
| US | B1 | US9965808 | Dec 06, 2013 |
| US | B1 | US10552917 | Dec 06, 2013 |
International Classification(s)
- 2013 Application Filing Year
- G06Q Class
- 9604 Applications Filed
- 6937 Patents Issued To-Date
- 72.24 % Issued To-Date
Cited Art Landscape
Patent Citation Ranking
- 12 Citation Count
- G06Q Class
- 87.07 % this patent is cited more than
- 6 Age
Maintenance Fees
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|---|---|---|---|---|
| 7.5 Year Payment | $3600.00 | $1800.00 | $900.00 | Mar 3, 2027 |
| 11.5 Year Payment | $7400.00 | $3700.00 | $1850.00 | Mar 3, 2031 |