Filed July 7, 2026

Serial No. 99926659

Class Downloadable software and mobile application software for the provision of financial services; downloadable software and mobile application software for the provision of personal finance services; downloadable software and mobile application software for the provision of personal finance management services; downloadable software and mobile application software for tracking income, expenses, assets, liabilities and net worth, connecting to financial institution accounts via automated bank feeds and application programming interfaces (APIs), aggregation, categorisation, analysis and visualisation of financial data, multi-currency support, financial reporting, budgeting, goal setting and cash-flow forecasting, scenario modelling and long-term financial planning, shared household financial management and multi-user collaboration; downloadable software and mobile application software incorporating artificial intelligence for financial analysis and insights generation; downloadable electronic publications and instructional materials in the fields of financial services and personal finance.; 021; 023; 026; 036; 038; 100; 101; 102; 100; 101; 107; 100; 101

Case Type Trademark Service mark