Abstract: Systems, computerized methods and computer program products for alerting consumers during on-line transactions. A consumer utilizes a browser executing on a computer to begin an on-line transaction. An add-on such as a plug-in to the browser detects that the consumer has begun an on-line transaction. The add-on accesses an account of the consumer hosted by a financial management system and compares alert criteria and data of the on-line transaction and before the on-line transaction is completed, generates an alert that is displayed to the consumer if execution of the on-line transaction would generate a pre-determined result relative to the alert criteria, e.g., if the transaction causes the consumer to go over budget or a bank account balance would drop below a certain level. The alert can be a passive notification or an active alert that invokes a waiting or cooling off period or prevents the consumer from completing the transaction.

Abstract: Computer implemented methods, systems, and computer program products for automating the setup of a user's financial management product account for electronic transfer of data between an account at a financial institution and the user's financial management product account, by receiving a link having financial account information, executing the user's financial management product in response to the link, extracting the financial account information from the link, providing the financial account information from the link to the user's financial management product, and configuring the financial management product account to receive electronic transfer of data from the account at the financial institution.