EXPENSE INFORMATION MANAGEMENT METHOD, EXPENSE INFORMATION MANAGEMENT SYSTEM, AND MOBILE TERMINAL

• US 20140279308A1
• Filed: 03/14/2014
• Published: 09/18/2014
• Est. Priority Date: 03/18/2013
• Status: Abandoned Application

• Current Assignee: Miroku Jyoho Service Company Limited
• Original Assignee: Miroku Jyoho Service Company Limited
• Inventors: Ogawa, Kiyoshi
• Application Number:
  US14/210,513
• Publication Number:
  US 20140279308A1
• Time in Patent Office: Days
• US Class Current: 705/30
• CPC Class Codes: G06Q 40/12 Accounting

Abstract

The expense information management method contains acquiring expense information including a plurality of pieces of input information showing contents of an expense, determining whether or not a purpose type showing a purpose of the expense is a first type based on at least one piece of input information among the plurality of pieces of input information, storing the expense information corresponding to the expenses determined to be the first type in a first storage unit, and storing the expense information corresponding to the expenses determined not to be the first type in a second storage unit that is different from the first storage unit.

Claims

1. An expense information management method comprising:

acquiring expense information including a plurality of pieces of input information showing contents of expenses;

determining whether or not a purpose type showing a purpose of an expense is a first type, based on at least one piece of input information among the plurality of pieces of input information;

storing expense information corresponding to the expense determined to be the first type in a first storage unit; and

storing the expense information corresponding to the expense determined not to be the first type in a second storage unit that is different from the first storage unit.

2. The expense information management method according to claim 1, comprising:

displaying items used in determining the purpose type from among a plurality of input items corresponding to the plurality of pieces of input information as a plurality of candidates on a display unit;

acquiring a selected item from the plurality of candidates displayed on the display unit as a selection item;

acquiring (i) input information corresponding to the selection item and (ii) a purpose type corresponding to the selection item and the input information; and

storing the acquired selection item, the input information, and the purpose type in the second storage unit in association with each other as determination reference information,

wherein the determining includes determining whether or not the purpose type of the expense is the first type, based on the determination reference information.

3. The expense information management method according to claim 1, comprising:

acquiring position information showing positions where the expenses occurred;

storing the expense information and the position information in the second storage unit in association with each other; and

displaying the expense information containing the input information and being associated with a piece of position information identical to the acquired position information among the expense information stored in the second storage when at least one of the plurality of pieces of input information is acquired.

4. The expense information management method according to claim 3, wherein

the displaying includes displaying at least one piece of the expense information among the expense information stored in the second storage unit associated with the position information when the acquired position information shows the same position longer than a predetermined time.

5. The expense information management method according to claim 3, wherein

the displaying includes displaying at least one shop name corresponding to the position information when the acquired position information shows the same position longer than the predetermined time.

6. The expense information management method according to claim 3, wherein the input information includes date information showing a date when the expense occurred, the expense information management method further comprising:

calculating a predicted date of expense, which is when money is expected to be spent, based on the date information included in the input information of periodic expense information showing the expense information that periodically occurred among the plurality of pieces of expense information;

storing the periodic expense information, the predicted date of expense, and the position information in the second storage unit in association with each other; and

displaying the periodic expense information associated with the predicted date of expense and the position information on the display unit when position information acquired within a predetermined period around the predicted date of expense used in the acquiring the position information matches the position information associated with the predicted date of expense.

7. The expense information management method according to claim 2, wherein the input information includes date information showing the date when the expense occurred, the expense information management method further comprising:

calculating the predicted date of expense, which is when money is expected to be spent, based on the date information included in the input information of the periodic expense information showing the expense information that periodically occurred among the plurality of pieces of expense information; and

displaying the plurality of pieces of input information of the periodic expense information on the display unit when at least one of the plurality of pieces of input information of the expense information acquired within the predetermined period around the predicted date of expense matches at least one of the plurality of pieces of input information of the periodic expense information.

8. The expense information management method according to claim 2, comprising:

storing the expense information showing expenses that periodically occur acquired through an operation unit and an estimation period of the expense in the second storage unit in association with each other as periodic expense information; and

displaying the expense information associated with the periodic expense information on the display unit when at least one of the plurality of the pieces of input information is acquired, if (i) the periodic expense information stored in the second storage unit includes the input information, and (ii) the time of acquiring the input information is within a scheduled period.

9. The expense information management method according to claim 1, further comprising:

accepting editing of the expense information including partial input information from among the plurality of pieces of input information.

10. The expense information management method according to claim 1, wherein the input information includes one or more pieces of tag information classifying contents of the expense, the expense information management method further comprising:

aggregating the amount of money included in the expense information for each piece of the tag information.

11. The expense information management method according to claim 1, further comprising:

accepting input of the amount of a user'"'"'s money;

calculating income and expenditure of a predetermined period;

storing the amount of the user'"'"'s money; and

updating the stored amount of the user'"'"'s money based on the calculated income and expenditure.

12. The expense information management method according to claim 11, further comprising:

calculating a difference between a newly accepted amount of the user'"'"'s money and an updated amount of the user'"'"'s money as adjusted unspecified money.

13. The expense information management method according to claim 1, further comprising:

generating a voucher image by making a photographing unit photograph a receipt; and

converting the voucher image into character information, wherein

the acquiring the expense information includes acquiring the character information as the input information, and

the determination includes determining that the purpose type of the expense information corresponding to the input information is the first type when the character information is acquired as the input information.

14. An expense information management system comprising:

a mobile terminal; and

an expense information management apparatus that can communicate with the mobile terminal, wherein the mobile terminal includes;

an expense information acquisition unit that acquires the expense information including a plurality of pieces of input information showing contents of an expense,

a determination unit that determines whether or not a purpose type showing a type of a purpose of the expense is the first type purpose based on at least one piece of input information among the plurality of pieces of input information, and

a storage control unit that stores first expense information showing the expense information corresponding to the expense determined to be the first type in a first storage in the expense information management apparatus, and stores the expense information corresponding to the expense determined not to be the first type in a second storage unit of the mobile terminal that is different from the first storage unit, and

the expense information management apparatus includes;

an acquisition unit that acquires the first expense information from the mobile terminal, and

a journal unit that journalizes the first expense information acquired by the acquisition unit.

15. The expense information management system according to claim 14, wherein the mobile terminal further includes:

a display control unit which displays items that are used for the determination unit to determine the purpose type on a display unit as a plurality of candidates among the plurality of input items corresponding to the plurality of pieces of input information; and

a reference information acquisition unit that acquires (i) an item as a selection item selected from among the plurality of candidates being displayed on the display unit, (ii) the input information corresponding to the selection item, and (iii) the purpose type corresponding to the selection item and the input information, wherein

the storage control unit stores the selection item set by the reference information acquisition unit, the input information, and the purpose type in the second storage unit as determination reference information in association with each other, and

the determination unit determines whether or not the purpose type of the expense information is the first type based on the determination reference information.

16. The expense information management system according to claim 15, wherein

the mobile terminal further comprises a position information acquisition unit that acquires position information showing a position where the expense occurred,

the storage control unit stores the expense information and the position information in the second storage unit in association with each other, and

the display control unit displays the expense information that includes the input information and is associated with the position information identical to the position information acquired by the position information acquisition unit among the expense information stored in the second storage unit when the expense information acquisition unit acquires at least one piece of the plurality of pieces of input information.

17. A mobile terminal comprising:

an expense information acquisition unit that acquires the expense information including a plurality of pieces of input information showing contents of an expense;

a determination unit that determines whether or not a purpose type showing the type of purpose of the expense is a first type, based on at least one piece of input information among the plurality of pieces of input information; and

a storage control unit that stores the expense information corresponding to the expense determined to be the first type in a first storage unit, and stores the expense information corresponding to the expenses determined not to be the first type in a second storage unit that is different from the first storage unit.

18. The mobile terminal according to claim 17, further comprising:

a display control unit that displays items that are used for the determination unit to determine the purpose type on the display unit as a plurality of candidates among the plurality of input items corresponding to the plurality of pieces of input information; and

a reference information acquisition unit that acquires (i) an item as a selection item selected from among the plurality of candidates displayed on the display unit, (ii) the input information corresponding to the selection item, and (iii) the purpose type corresponding to the selection item and the input information, wherein

the storage control unit stores the selection item set by the reference information acquisition unit, the input information, and the purpose type in the second storage unit as determination reference information in association with each other, and

the determination unit determines whether or not the purpose type of the expense is the first type, based on the determination reference information.

19. The mobile terminal according to claim 18, further comprising:

a position information acquisition unit that acquires position information showing a position where the expense occurred, wherein

the storage control unit stores the expense information and the position information in the second storage unit in association with each other,

the display control unit displays the expense information that includes the input information and is associated with the position information identical to the position information acquired by the position information acquisition unit from among the expense information stored in the second storage unit when the expense information acquisition unit acquires at least one of the plurality of pieces of input information.