An Analysis of the Systems for Family Financial Planning: A Systematic Mapping of Literature
Keywords:Systematic Mapping of the Literature, Family Financial Planning, Collaborative Systems
Family financial planning is part of the routine of all families. Information systems can assist in this process with resources that involve all members of the family. This article presents a systematic mapping literature, to identify information systems and strategies used in family financial planning. As a result, 40 information systems were identified and observed that in many cases computer systems are not used, as these do not understand the genuine needs of the family, such as the collaboration of the members. The family financial planning area needs further studies in the development of information systems that support the family's social relationships in financial planning.
Brito, L. S., Baptista, J., Silva, S., Braz, S., and Henrique, M. (2018). A importância da educação financeira nos contextos acadêmico e profissional: um levantamento de dados com alunos universitários. Anais In: IX SEGeT Simpósio de Excelência em Gestão e Tecnologia.
Buchinger, D., de Cavalcanti, G. A. S., and Hounsell, M. S. (2014). Mecanismos de busca acadêmica: uma análise quantitativa. Revista Brasileira de Computação Aplicada, 6(1), 108-120. [GS Search]
Cherobim, A. P. M. S., and Espejo, M. D. S. (2010). Finanças pessoais: conhecer para enriquecer. São Paulo: Atlas.
Ewald, L. C. (2003). Sobrou dinheiro!: lições de economia doméstica. Bertrand Brasil.
Fuks, H., Gerosa, M. A., and de Lucena, C. J. P. (2002). The development and application of distance learning courses on the internet. Open Learning: The Journal of Open, Distance and e-Learning. p. 23-38. [GS Search]
Gao, S., Wang, H., Xu, D., Wang, Y., Shen, W., and Yeung, S. (2006). Intelligent decision support for family financial planning. In Proceedings of the 39th Annual Hawaii International Conference on System Sciences (HICSS'06). IEEE. [GS Search]
Gonzalez Junior, I. P., Melo, E. R., and Silva, K. S. (2018). Orçamento Familiar Como Ferramenta De Auxílio No Gerenciamento Dos Recursos Financeiros De Pais Universitários. Ideias e Inovação-Lato Sensu, 4(3), 131. [GS Search]
Kaye, J. J., McCuistion, M., Gulotta, R., and Shamma, D. A. (2014). Money talks: tracking personal finances. In Proceedings of the SIGCHI Conference on Human Factors in Computing Systems. p. 521-530. [GS Search]
Kitchenham, A. B., Dyba, T., and Jorgensen, M. (2004). Evidence-based software engineering. In Proceedings of the 26th International Conference on Software Engineering. p. 273–281. doi: 10.1109/ICSE.2004.1317449 [GS Search]
Martins, J. P. (2004). Educação financeira ao alcance de todos. São Paulo: Fundamento Educacional.
Nicolaci-da-Costa, A. M., and Pimentel, M. (2011). Sistemas colaborativos para uma nova sociedade e um novo ser humano. Sistemas colaborativos. Pimentel, M. and Fuks, H. (Orgs.). Rio de Janeiro: Elsevier. [GS Search]
Petersen, K., Feldt, R., Mujtaba, S., and Mattsson, M. (2008, June). Systematic mapping studies in software engineering. In 12th International Conference on Evaluation and Assessment in Software Engineering (EASE) 12. p. 1-10. doi: 10.14236/ewic/EASE2008.8 [GS Search]
Petersen, K., Vakkalanka, S., and Kuzniarz, L. (2015). Guidelines for conducting systematic mapping studies in software engineering: An update. Information and Software Technology, 64, 1-18. [GS Search]
Pires, V. (2006). Finanças pessoais fundamentos e dicas. Piracicaba: Editora Equilíbrio. [GS Search]
Rogers, Y., Sharp, H., and Preece, J. (2013). Design de Interação: além da interação humano-computador. Porto Alegre, Brasil: Bookman.
Serasa Experian. (2019). Inadimplência atinge 63 milhões de consumidores em março e bate recorde histórico, revela Serasa Experian.
Snow, S., and Vyas, D. (2015a). Fixing the alignment: An exploration of budgeting practices in the home. In Proceedings of the 33rd Annual ACM Conference Extended Abstracts on Human Factors in Computing Systems. p. 2271-2276. [GS Search]
Snow, S., and Vyas, D. (2015b). Fostering collaboration in the management of family finances. In Proceedings of the Annual Meeting of the Australian Special Interest Group for Computer Human Interaction. p. 380-387. [GS Search]
Struwig, F. W., and Plaatjes, W. (2007). Developing a model to investigate the personal financial management knowledge of individuals: management. South African Journal of Economic and Management Sciences, 10(1), 21-32. [GS Search]
Viana Filho, H. V. (2003). Opa, meu dinheiro não é capim. Salvador: Ideia Livre.
Referências dos artigos identificados no mapeamento sistemático da literatura:
A01. Epstein, D. A., Ping, A., Fogarty, J., and Munson, S. A. (2015). A lived informatics model of personal informatics. In Proceedings of the 2015 ACM International Joint Conference on Pervasive and Ubiquitous Computing. p. 731-742. doi: 10.1145/2750858.2804250 [GS Search]
A02. Vyas, D., Snow, S., Brereton, M., Dulleck, U., & Boyen, X. (2015, February). Being thrifty on a $100 K wage: Austerity in family finances. In Proceedings of the 18th ACM Conference Companion on Computer Supported Cooperative Work & Social Computing. p. 167-170. doi: 10.1145/2685553.2698998 [GS Search]
A03. Snow, S., and Vyas, D. (2015a). Fixing the alignment: An exploration of budgeting practices in the home. In Proceedings of the 33rd Annual ACM Conference Extended Abstracts on Human Factors in Computing Systems. p. 2271-2276. doi: 10.1145/2702613.2732808 [GS Search]
A04. Snow, S., and Vyas, D. (2015b). Fostering collaboration in the management of family finances. In Proceedings of the Annual Meeting of the Australian Special Interest Group for Computer Human Interaction. p. 380-387. doi: 10.1145/2838739.2838746 [GS Search]
A05. Vyas, D., Snow, S., Roe, P., and Brereton, M. (2016). Social organization of household finance: Understanding artful financial systems in the home. In Proceedings of the 19th ACM Conference on Computer-Supported Cooperative Work & Social Computing. p. 1777-1789. [GS Search]
A06. Gao, S., Wang, H., Wang, Y., Shen, W., and Yeung, S. (2005). Web-service-agents-based family wealth management system. Expert Systems with Applications, 29(1), 219-228. [GS Search]
A07. Gao, S., Wang, H., Xu, D., Wang, Y., Shen, W., and Yeung, S. (2006). Intelligent decision support for family financial planning. In Proceedings of the 39th Annual Hawaii International Conference on System Sciences (HICSS'06). IEEE. [GS Search]
A08. Gao, S., Wang, H., Xu, D., and Wang, Y. (2007). An intelligent agent-assisted decision support system for family financial planning. Decision Support Systems, 44(1), 60-78. [GS Search]
A09. Rukhiran, M., and Netinant, P. (2017). Aspect-oriented approach for supporting house bookkeeping software design. In Proceedings of the 2017 International Conference on Software and e-Business. p. 49-54. doi: 10.1145/3178212.3178217 [GS Search]
A10. Rukhiran, M., and Netinant, P. (2017). The Concept Design of House Bookkeeping Software Using Aspect Oriented Approach. In Proceedings of the 2017 International Conference on Information Technology. p. 232-236. doi: 10.1145/3176653.3176667 [GS Search]
A11. Mumpunia, M., and Sukarnob, S. (2014). Design and Implementation Money Management Web Based Application for Personal and Family Proposed for CV. X. Procedia-Social and Behavioral Sciences, 115, 444-459. [GS Search]
A12. Weng, T. S., and Tseng, S. F. (2010). Design of a personal financial planning management information system. In 2010 IEEE International Conference on Advanced Management Science (ICAMS 2010), vol. 2, 73-78. IEEE. [GS Search]
A13. Lewis, M., and Perry, M. (2019). Follow the money: Managing personal finance digitally. In Proceedings of the 2019 CHI Conference on Human Factors in Computing Systems. p. 1-14. doi: 10.1145/3290605.3300620 [GS Search]
A14. Miotto, A. P. S., and Parente, J. (2015). Antecedents and consequences of household financial management in Brazilian lower-middle-class. Revista de Administração de Empresas, 55(1), 50-64. [GS Search]
A15. Popaa, S., Prosteana, G., Adama, A., and Dumitrescua, C. (2014). Household and personal management. Being part of the new generation. Procedia-Social and Behavioral Sciences, 124, 451-459. [GS Search]
A16. Krumme, C., Lee, K., and Ross, E. (2009). Concrete budgeting: A financial planning tool for intertemporal tradeoffs and just-in-time information. In 2009 IEEE 13th International Symposium on Consumer Electronics. p. 696-698. IEEE. [GS Search]
A17. Palakvangsa-Na-Ayudhya, S., Pongchandaj, S., Kriangsakdachai, S., and Sunthornwutthikrai, K. (2017). KeptAom: Savings management system to increase long term savings behavior of children. In TENCON 2017-2017 IEEE Region 10 Conference. p. 2247-2252. IEEE. [GS Search]
A18. Kaye, J. J., McCuistion, M., Gulotta, R., and Shamma, D. A. (2014). Money talks: tracking personal finances. In Proceedings of the SIGCHI Conference on Human Factors in Computing Systems. p. 521-530. doi: 10.1145/2556288.2556975 [GS Search]
A19. Fano, A., and Kurth, S. W. (2003). Personal choice point: helping users visualize what it means to buy a BMW. In Proceedings of the 8th international conference on Intelligent user interfaces. p. 46-52. doi: 10.1145/604045.604057 [GS Search]
A20. Muske, G., and Winter, M. (2004). Personal financial management education: An alternative paradigm. Journal of Financial Counseling and Planning, 15(2), 79-88. [GS Search]
A21. Yusof, S. M., and Lokman, S. F. S. S. (2014). Personal financial planner: A mobile application that implementing forward chaining technique for notification mechanism. In 2014 IEEE Symposium on Computer Applications and Industrial Electronics (ISCAIE). p. 65-69. IEEE. [GS Search]
A22. Angel, S. (2018). Smart tools? A randomized controlled trial on the impact of three different media tools on personal finance. Journal of Behavioral and Experimental Economics, 74, 104-111. [GS Search]
A23. Gorshkova, N. V., Mytareva, L. A., Perekrestova, L. V., Glushchenko, A. V., and Fisher, O. V. (2015). System of Family Budgeting as a Methodological Basis for Personal Accounting and Guarantee for Growth of Financial Literacy of the Russians. Mediterranean Journal of Social Sciences, 6(5), 413. [GS Search]
How to Cite
Copyright (c) 2021 The authors
This work is licensed under a Creative Commons Attribution 4.0 International License.