Filed Jan. 23, 2026

Serial No. 99611075

Examining Attorney null

Class Providing temporary use of non-downloadable cloud-based software for financial analysis, financial planning, financial forecasting, cash flow forecasting, financial visualization, and financial management; Providing temporary use of non-downloadable cloud-based software for providing a visual calendar-based interface for displaying and tracking personal and business financial data, providing automated bank account synchronization for read-only transaction data retrieval, manual transaction entry, and editing; Providing temporary use of non-downloadable cloud-based software for intelligent recurring transaction detection and pattern recognition, receipt and document capture with optical character recognition (OCR) for transaction data extraction, predictive cash flow forecasting and projection services using running balance calculations; Providing temporary use of non-downloadable cloud-based software for financial scenario planning and "what-if" modeling tools enabling users to create, compare, and analyze hypothetical financial situations and their projected impacts on future cash flow, multi-perspective financial visualization dashboards including daily, weekly, monthly, quarterly, and annual views, color-coded financial health indicators and balance status visualization; Providing temporary use of non-downloadable cloud-based software for transaction categorization, data import and export services supporting multiple file formats, generation of financial reports, insights, and trend analysis, and for providing mobile and web-based access to financial planning and visualization tools; 100; 101

Case Type Service mark