Systems and methods for rounding financial transactions
A system for rounding financial transactions for future investments into a personalized investment account is disclosed. The system may involve pulling extra change into a new investment account. The system may involve icons that represent varying financial transactions. The system may further involve questions that determine how many years a user would be comfortable investing. The system may further involve suggesting a portfolio for the user, in which a contribution milestone represents the progression of investments based on the amount invested over a time period.
1 . A system of managing financial data comprising:
a memory storing instructions;
one or more processors; and
a graphical user interface configured to execute the instructions to:
display, on the graphical user interface, a first progression indicator illustrating a meandering line containing one or more concave portions with financial checkpoints that ultimately lead to a final financial milestone;
receive a first signal upon contribution of an initial financial amount towards a first financial checkpoint;
responsive to receiving the first signal, causing a first update to the graphical user interface including graphically illustrating the contribution of the initial financial amount by the filling in of at least a portion of a first concave portion of the one or more concave portions of the meandering line;
receive a second signal upon contribution of a second financial amount towards the first financial checkpoint;
display, on the graphical user interface, the contribution of the second financial amount;
cause a second update to the graphical user interface including graphically illustrating the contribution of the second financial amount by continuing to fill in the first concave portion of the one or more concave portions of the meandering line, wherein the amount filled in of the first concave portion after contribution of the second financial amount is more than that filled in after contribution of the initial financial amount; and
cause a third update to the graphical user interface to graphically illustrate completion of the first financial checkpoint by generating a completion symbol.
2 . The system of claim 1 , wherein the first progression indicator in the graphical user interface includes a metric to measure progress tracked over time for augmenting the first financial checkpoint.
3 . The system of claim 1 , wherein the first progression indicator in the graphical user interface includes a checkmark symbol signifying advancement of the first financial checkpoint.
4 . The system of claim 3 , wherein the one or more concave portions is a section associated with the navigation of a key progress indicator signifying progression of the first financial checkpoint.
5 . The system of claim 1 , wherein the system observes inputs associated with the advancement of the first financial checkpoint.
6 . The system of claim 1 , wherein the first signal is an indication received by a user.
7 . The system of claim 1 , wherein the first signal includes the contribution of the initial financial amount towards the first financial checkpoint.
8 . The system of claim 1 , wherein the first update in the graphical user interface signifies input of resources allocated towards the first financial checkpoint.
9 . The system of claim 1 , wherein the second signal 0 includes the contribution of the second financial amount towards the first financial checkpoint to display a second progression indicator signifying advancement of the first financial checkpoint.
10 . The system of claim 1 , wherein the second update in the graphical user interface shows input of resources allocated towards the first financial checkpoint.
11 . The system of claim 1 , wherein the third update in the graphical user interface shows input of resources allocated towards the completion of the first financial checkpoint.
12 . The system of claim 1 , wherein the completion symbol includes an indicator signifying successful progression of the first financial checkpoint.
13 . A method of managing financial data, the method comprising:
displaying, on a graphical user interface, a first progression indicator illustrating a meandering line containing one or more concave portions with financial checkpoints that ultimately lead to a final financial milestone;
receiving a first signal upon contribution of an initial financial amount towards a first financial checkpoint;
responsive to receiving the first signal, causing a first update to the graphical user interface including graphically illustrating the contribution of the initial financial amount by the filling in of at least a portion of a first concave portion of the one or more concave portions of the meandering line;
receiving a second signal upon contribution of a second financial amount towards the first financial checkpoint;
displaying, on the graphical user interface, the contribution of the second financial amount;
causing a second update to the graphical user interface including graphically illustrating the contribution of the second financial amount by continuing to fill in the first concave portion of the one or more portions of the meandering line, wherein the amount filled in of the first concave portion after contribution of the second financial amount is more than that filled in after contribution of the initial financial amount; and
causing a third update to the graphical user interface to graphically illustrate completion of the first financial checkpoint by generating a completion symbol.
14 . The method of claim 13 , wherein the first progression indicator in the graphical user interface includes a metric to measure progress tracked over time for augmenting the first financial checkpoint.
15 . The method of claim 13 , wherein the first progression indicator in the graphical user interface includes a checkmark symbol signifying advancement of the first financial checkpoint.
16 . The method of claim 13 , wherein the one or more concave portions is a section associated with the navigation of a key progress indicator signifying-progression of the first financial checkpoint.
17 . The method of claim 13 , wherein the first update in the graphical user interface shows input of resources allocated towards the first financial checkpoint.
18 . The method of claim 13 , wherein the second update in the graphical user interface shows input of resources allocated towards the first financial checkpoint.
19 . The method of claim 13 , wherein the third update in the graphical user interface shows input of resources allocated towards the completion of the first financial checkpoint.
20 . The method of claim 13 , wherein the completion symbol includes an indicator signifying successful progression of the first financial checkpoint.