Downloadable software for financial and resource management, expense and transaction management, account balance management, cash flow management, investment tracking and financial asset tracking, financial planning and budgeting, tax planning and tax filing, organizing and storing financial and resource documents, generating financial and resource event alerts, identity management and credit score monitoring, providing commercial information on the financial products and services of others, and purchasing the financial products and services of others; downloadable software for sharing financial transaction requests with others, receiving financial transaction requests, repaying others for financial transactions, pooling finances with others for shared purchases, sending and sharing receipts, documents, images, photographs, and electronic messages regarding financial transactions, tracking and managing charitable donations and calculating charitable tax deductions, planning and gifting for weddings, birthdays, and other large events, managing shared finances with friends and family, and managing shared finances with a partner

Tax and taxation planning, advice, information and consultancy services; tax filing services; providing commercial information in the field of financial products and services; providing information, news, and opinions in the field of financial management including via computer and communication networks, the internet, and social media

electronic transfer of funds, namely, electronic splitting and sharing of funds between users; financial transaction services, namely, providing secure payment and money transfer options and permitting account holders to make payment requests; financial management; financial asset management; financial planning; financial transaction services, namely, budget planning in the nature of income and expense transaction tracking; credit scoring services; financial data aggregation, namely, electronically collecting financial data from multiple accounts into a single location for financial review analysis; bill payment services in the nature of scheduling and payment of bills

Software as a service (SAAS) services featuring software for financial and resource management, expense and transaction management, account balance management, cash flow management, investment tracking and financial asset tracking, financial planning and budgeting, tax planning and tax filing, organizing and storing financial and resource documents, generating financial and resource event alerts, identity management and credit score monitoring, providing commercial information on the financial products and services of others, and purchasing the financial products and services of others. Software as a service (SAAS) services featuring software for sharing financial transaction requests with others, receiving financial transaction requests, repaying others for financial transactions, pooling finances with others for shared purchases, sending and sharing receipts, documents, images, photographs, and electronic messages regarding financial transactions, tracking and managing charitable donations and calculating charitable tax deductions, planning and gifting for weddings, birthdays, and other large events, managing shared finances with friends and family, and managing shared finances with a partner