System and method for using an analogy in the management of personal finances

摘要

A system for presenting a user's financial status captures a user's financial, demographic and goal information and calculates the user's financial status based upon their goals. The system then translates the user's financial status into an analogy that the user is apt to understand better than financial terms. The user is presented with their financial status in terms of the analogy such as a score. One such analogy is a football game, in which the user's financial status is translated and portrayed/displayed in terms of a football game, winning (attaining his or her goals) or losing (not doing well at attaining the goals), etc.