发明名称 SYSTEMS AND METHODS FOR GRAPHICALLY ENABLED RETIREMENT PLANNING
摘要 According to some embodiments, a system may categorize a first set of user goals as basic expenses and a second set of user goals as optional expenses. Icons associated with the basic expenses may be graphically displayed in a first screen area, and icons associated with the optional expenses may be graphically displayed in a second screen area. An indication that a selected icon is to be associated with one of the first or second areas may be received from a remote user. Based on the received indication, a user goal associated with the selected icon may be re-categorized (e.g., as a basic or optional expense).
申请公布号 US2012310807(A1) 申请公布日期 2012.12.06
申请号 US201113316952 申请日期 2011.12.12
申请人 CALIBEY DAVID A.;DIEHL JOHN D.;LAFORGE LORI A.;TRUNTZ ERIC F. 发明人 CALIBEY DAVID A.;DIEHL JOHN D.;LAFORGE LORI A.;TRUNTZ ERIC F.
分类号 G06Q40/00 主分类号 G06Q40/00
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