发明名称 Method and system for automatic generation of an electronic balance sheet
摘要 This invention relates to a system (and method) for automatic accounting of income and expenses, the user system comprising communication means for receiving data from at least one remotely located information provider via a data network, said received data comprising at least one record/item comprising an identifier specifying the identity of a receiver or provider of a transaction, an amount indicating the value of the transaction, and a date of when the transaction took place, processing means for automatically categorising said received data according to a given user-modifiable hierarchy comprising at least one part, said categorising being executed on the basis of a set of rules, each rule specifying to which part of the hierarchy a given record/item is to be categorised in on the basis of at least a part of the identifier of the given record. In this way, automatic provision of an electronic balance sheet on the basis of information received from one or more information providers, like banks, etc. is enabled. <IMAGE>
申请公布号 EP1434155(A1) 申请公布日期 2004.06.30
申请号 EP20030388090 申请日期 2003.12.23
申请人 DANICOM MANAGEMENT APS 发明人 LUND, KAI;FOG, IVAR
分类号 G06Q10/00;(IPC1-7):G06F17/60 主分类号 G06Q10/00
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