FINANCE FOR FAMILIES

What this means for you

Not registered yet, but its 12 Aug 2025 filing date beats anything filed after it. If it registers, the owner can stop confusingly similar uses in the classes it covers.

Record

Serial number

99333394

Mark type

Stylized text

Filed

12 Aug 2025

Attorney of record

Robert Gempeler

Goods and services

• Class 009 — Scientific and electric apparatus: Downloadable software for managing personal and household finances; Downloadable software for expense tracking, budgeting, and debt reduction; Downloadable software for encrypted storage and management of financial data, travel itineraries, home maintenance records, and insurance documents; Downloadable software for generating accounting-style reports, including balance sheets and profit and loss statements; Downloadable software for collaborative financial planning between household members, including shared budgeting, project tracking, and multi-entity financial consolidation
• Class 042 — Scientific and technological services: Software as a service (SAAS) services featuring software for personal finance management; Software as a service (SAAS) services featuring software for budgeting; Software as a service (SAAS) services featuring software for debt management; Software as a service (SAAS) services featuring software for coordinating travel itineraries; Software as a service (SAAS) services featuring software for managing home maintenance schedules and home inventories; Software as a service (SAAS) services featuring software for secure storage and management of personal and financial documents

Owner

• Twin Ledger, Inc., Lehi, UT, US

Prosecution history

• 29 Dec 2025 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
• 29 Dec 2025 — NON-FINAL ACTION E-MAILED
• 29 Dec 2025 — NON-FINAL ACTION WRITTEN
• 28 Dec 2025 — ASSIGNED TO EXAMINER
• 12 Aug 2025 — APPLICATION FILING RECEIPT MAILED
• 12 Aug 2025 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
• 12 Aug 2025 — NEW APPLICATION ENTERED