Personal financial management consultation, advisory, analysis, and assistance services; financial planning consultation, advisory, analysis, and assistance services; provision of information concerning financial management and financial planning; financial management and financial planning services delivered via global computer networks; providing information to consumers in the fields of personal financial management; providing information to consumers on optimizing interest and fees for financial and card accounts; personal financial risk assessment services, namely, financial risk scoring and modeling; providing financial history, payment history, loan and debt burden information to consumers; financial portfolio analysis services, namely, providing consumers with insights into how they compare against others like them in the fields of finance, financial investments, financial valuations, and the financial aspects of retirement; providing personal financial data analysis for financial planning purposes and to facilitate financial advisory services; providing information on optimizing interest and minimizing fees for financial and card based accounts; providing information to consumers in the fields of individual and small business financial management; loan comparison services, namely, providing information related to obtaining loan financing; loan comparison services, namely, providing information on qualifying requirements related to obtaining loan financing; credit scoring services; loan comparison services, namely, providing information related to obtaining personal loans, peer-to-peer loans, and student loans; loan comparison services, namely, providing information on qualifying requirements related to obtaining personal loans, peer-to-peer loans, and student loans; estate planning services; financial planning services; retirement financial planning services; providing insurance policy comparisons, namely, information comparing insurance coverage, terms and conditions; advice in the fields of personal finance, financial planning and investing; Financial management services; online financial, income and expense tracking services; financial planning services; financial account management services; financial transaction management services; tracking and managing finances, income and expenses; receiving amounts due and processing financial transactions; providing financial transaction information and financial account balance information; providing financial alerts; financial analysis and financial decision making services; accounts payable debiting services; Providing information, news, opinions, advice, and guidance in the fields of banking, financial management, saving and financial planning, college savings, and retirement financial planning, including via computer and communication networks, the internet, and social media; providing information, news, opinions, advice, and guidance 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, advice, and guidance in the field of consumer spending, including via computer and communication networks, the internet, and social media; provision of personalized information concerning financial management, budgeting, and credit scoring; 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; Electronic payment services, namely, receipt, processing, and payment of bills.

Providing temporary use of non-downloadable computer software for enabling personal financial advisory, analysis and financial planning services via the Internet and mobile telecommunication networks; providing temporary use of non-downloadable computer software for providing personal financial advisory, analysis and financial planning services via the Internet and mobile telecommunication networks; providing temporary use of non-downloadable computer software for enabling communication between financial advisors and customers; providing temporary use of non-downloadable computer software for tax planning; providing temporary use of non-downloadable computer software for enabling communication between financial advisors and customers for use in providing assistance with regard to personal finance, accounting and taxes; providing temporary use of non-downloadable computer software for enabling users to capture, upload, download, store, organize, and view information and data, all in the fields of tax planning, personal finance, accounting, financial management and generating and submitting applications for financial services; providing temporary use of non-downloadable software in the nature of a mobile web application for tax planning, personal finance, accounting and financial management; providing temporary use of non-downloadable computer software for use in providing automated personal financial management services; providing temporary use of non-downloadable computer software for organizing, tracking and reporting tax deductible expenses; providing temporary use of non-downloadable computer software for tracking charitable donations and calculating charitable tax deductions and fair market value of goods and services; providing temporary use of non-downloadable computer software for enabling users to create, edit, encrypt, send and share receipts, documents, images, photographs, and electronic messages, all in the fields of tax planning, personal and small business accounting, financial management, and generating and submitting applications for financial services; providing temporary use of non-downloadable computer software for use in providing technical support in the fields of tax return filing, personal and small business accounting, financial management, and generating and submitting applications for financial services; providing temporary use of non-downloadable software in the nature of a mobile web application for processing tax refunds and payments, financial management, generating and submitting applications for financial services and for organizing, tracking and reporting tax-deductible, personal and small business expenses; providing temporary use of non-downloadable computer software for personal financial management; providing temporary use of non-downloadable computer software for financial planning and financial management; providing temporary use of non-downloadable computer software for enabling users to retrieve financial information using mobile phones, smart phones, and mobile telecommunication networks; providing temporary use of non-downloadable computer software for investment tracking; providing temporary use of non-downloadable computer software for online banking, transaction management, bill tracking and management, expense tracking and management and accounting; providing temporary use of non-downloadable computer software for creating reports and graphs; providing temporary use of non-downloadable computer software for forecasting and analysis of data; providing temporary use of non-downloadable computer software for data aggregation; providing temporary use of non-downloadable computer software for providing banking, financial and bill payment alerts; providing temporary use of non-downloadable computer software for providing wireless access to data and databases; providing temporary use of non-downloadable computer software for enabling users to retrieve financial account balances using mobile phones, smart phones, and mobile telecommunication networks; Providing online, non-downloadable computer software for obtaining, viewing, storing and managing credit scores and credit reporting information; providing online, non-downloadable computer software for comparing and recommending financial products, namely, credit cards, debit cards, stored-value cards, bank accounts, investment accounts, insurance policies, loan financing, personal loans, automobile loans, peer-to-peer loans, student loans, lines of credit, and mortgages; providing online, non-downloadable computer software for generating product and service comparisons; Providing temporary use of online, non-downloadable computer software for providing commercial information on, and comparisons of, the products and services of others; Providing temporary use of online, non-downloadable computer software for comparison shopping services; Providing temporary use of online, non-downloadable computer software for recording, processing, receiving, reproducing, transmitting, modifying, compressing, decompressing, broadcasting, merging and enhancing of data; providing temporary use of online, non-downloadable computer software applications for online banking management and personal financial management; providing temporary use of online, non-downloadable computer software for financial transaction management; providing temporary use of online, non-downloadable computer software for tracking and analysis of personal and small business financial transactions; providing temporary use of online, non-downloadable computer software for financial planning, financial management, bill tracking and management, expense tracking and management, accounting, and taxable item tracking and management; providing temporary use of online, non-downloadable computer software for creating reports and graphs; providing temporary use of online, non-downloadable computer software for forecasting and analysis of data; providing temporary use of online, non-downloadable computer software for data aggregation; providing temporary use of online, non-downloadable computer software for providing alerts; providing temporary use of online, non-downloadable computer software for providing wireless access to data and databases; providing temporary use of online, non-downloadable computer software for enabling users to retrieve account balances and transaction information accessible over mobile applications and mobile telecommunication networks; providing temporary use of online, non-downloadable computer software for managing credit and debit card accounts; providing temporary use of online, non-downloadable computer software for credit monitoring and credit scoring; providing temporary use of online, non-downloadable computer software for enabling users to retrieve digital currency account balances and transaction information using mobile devices and mobile telecommunication networks; Providing temporary use of on-line non-downloadable computer software for performing financial transactions and transmitting and receiving information in the fields of electronic payments and electronic bill payments.

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