Computer software for personal and small business financial management; computer software for online banking, transaction management, financial planning, financial management, bill tracking and management, expense tracking and management, accounting, and taxable item tracking and management; computer software for creating reports and graphs; computer software for forecasting and analysis of data; computer software for data aggregation; computer software for providing banking, financial and bill payment alerts; computer software for providing wireless access to data and databases; computer software for enabling users to retrieve financial account balances and financial transaction information using mobile phones, smart phones, and mobile telecommunication networks

Providing information, news, opinions and advice in the fields of accounting, tax preparation and planning, including via computer and communication networks, the internet, and social media; providing commercial information on, and comparisons of, the products and services of others, including through computer and communication networks, the internet, and social media; providing comparison of shopping services, including through computer and communication networks, the internet, and social media; providing economic forecasting and analysis, including through computer or communication networks, the internet, and social media; taxable item tracking and management, namely, tracking of taxable income and expense data for the purpose of personal and business tax planning and filing

Personal and small business financial management services; online banking; financial transaction services, namely, budget planning in the nature of income and expense transaction tracking; financial planning; financial management; financial analysis; bill payment services in the nature of scheduling and payment of bills; financial management services, namely, tracking of personal and business expenses; forecasting and analysis of financial data; financial data aggregation, namely, electronically collecting financial data from multiple accounts into a single location for financial review analysis; financial administration and management services for the management of credit and debit cards, loans, mortgages, investments and financial accounts; providing information, news, opinions and advice in the fields of banking, financial management, saving and financial planning and retirement financial planning, including via computer and communication networks, the internet, and social media; providing information, news, opinion and advice in the fields of personal budgeting and household budgeting, including via computer and communication networks, the internet, and social media; providing financial information, news, opinions and advice in the field of consumer spending, including via computer and communication networks, the internet, and social media