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Browse Prior Art Database

Personal Financial manager Lite Phase 2 - Finance Manager

IP.com Disclosure Number: IPCOM000245898D
Original Publication Date: 2016-Apr-18
Included in the Prior Art Database: 2016-Apr-18
Document File: 9 page(s) / 190K

Publishing Venue

Undisclosed

This text was extracted from a PDF file.
This is the abbreviated version, containing approximately 33% of the total text.

Page 01 of 9

Screen Number: Cover

Online Banking - Model & CA

PFM Lite Phase 2: Finance Manager Cynergy Wireframes

version 1.1

Release Date: June 2006

Newest Update: 03:54 PM, Wednesday, August 23, 2006
PFML_P2_CYNERGY_Wireframes_v_1_1.vsd
HLD Discovery URL: http://discoveryll.il.nbgfn.com/Discovery/livelink?func=ll&objId=45971399&objAction=browse&sort=name



Page 02 of 9

Screen Name:

Account Details

Screen Number: Account Details

Search | Locations | Mail | Help | Sign-Off

Accounts

Bill Pay & e-Bills

Transfer Funds

Investments

Customer Service

Accounts Overview

Account Details

Finance Manager

Alerts

Open an Account

Something

Account Name - 1234

Home | Categories | Calendar | Budget | Settings

Personal Outlook Reports Settings

ON

Balance Summary

Activity

Statements

Find

$100,100.00

Available balance as of 06/15/2005

[Learn more]

$78,527.31

[Show account number]

Estimated balance for 08/15/2005

Account number:

Neque porro quisquam est qui dolorem

Enter term(s)

Go

Transactions

Clean up manual entries• Print• Download

Enter a new transaction

Date Description

Type Status

Amount

Balance

07/08/2005

#107 Costco

-$2500.00

$75,988.09

          #104 Amazon.com 07/08/2005

-$109.22

$78,488.09

          SBC 07/07/2005

-$75.00

$78,597.31

          Dog Walker Income 07/07/2005

$50.00

$78,672.31

          #105 Subaru American... 07/05/2005

-$21,451.56

$78,622.31

Today MM/DD/YYYY

Pending CHECKCARD 1212 K...

-$26.13

$100,073.87

Pending

BELLSOUTH TELECOMMU…

-$46.13

$100,100.00

06/08/2005

PUBLIX ATLANTA GA

-$5.76

$100,106.13

Click and Clack

Groceries

Update details

Cancel

06/08/2005 Check 101 Click and Clack

-$45.00

$100,151.89

06/06/2005 Check 102 [Edit Details]

-$2,500.00 $100,196.89

06/08/2005

06/08/2005

Bank description: Check 101

Check 101 Click and Clack

-$45.00

$100,151.89

Posting date: 06/08/2005

My description:

Category:

Tax related:

Edit similar

Type: Check

Amount:

Status: Cleared

$45.00

View check

Memo:

Asynch expand/ collapse of all submodules

My Finance Snapshot

Income vs. Spending

<

Select other chart

>

Asynch expand/ collapse row

Turn off Popup Help Turn off Popup Help

All information on these charts will be specific to this account only.

Product Sales

Customer Service

Display this KPI whether or not the customer has excluded the account in

 Finance Manager.

Important service link one

Important service link two

Show me more services...


Page 03 of 9

Screen Name: Common: Key Performance Indicators 1

Screen Number: Crnt vs Avg, top 5

Current vs 6 Month Average

State 1: default

Current vs 6 month Avg

Top 5 categories this month;

current compared to 6 mo avg

Display next KPI

 Mouseover of a row will dim alpha on other bars, and show state 2

<

Select other chart

>

Display previous KPI

State 2: Mouseover - row

Current vs 6 month Avg

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Temporibus autem quibusdam et aut officiis debitis.

Dining

Ave...