Patent attributes
Systems and methods for customizing a configuration file. A system includes a configuror client that generates and exports a configuration file, a configuration sharing server that makes the configuration file assessable, and a configuree client that imports the configuration file. The configuration sharing server provides a community-based collection of configuration files for access by the public or by a specific organization. The configuree client can detect when a new profile is being used (e.g., the first time that the financial management application is executed after installation). In response, the configuration client begins an interview process for customizing the financial management application (e.g., by presenting a series of user interfaces). Part of the interview process allows an end-user to select a particular configuration file stored on the configuration sharing client or on a local memory device.
