Ubiquitous Language
Purpose: Capture upstream's domain terminology for precise communication.
Contents - Glossary - Notes - Sources
Glossary¶
Term | Definition (short, from upstream) | Source |
---|---|---|
Account | A financial container that holds money (asset, expense, revenue, liability) | "Firefly III Concepts" — https://docs.firefly-iii.org/how-to/firefly-iii/features/accounts/ — retrieved 2025-01-09 |
Asset Account | Account representing money you own (checking, savings, cash) | "Firefly III Concepts" — https://docs.firefly-iii.org/how-to/firefly-iii/features/accounts/ — retrieved 2025-01-09 |
Bill | A recurring expense that is expected regularly (rent, utilities) | "Firefly III Concepts" — https://docs.firefly-iii.org/how-to/firefly-iii/features/bills/ — retrieved 2025-01-09 |
Budget | A spending limit for a specific category and time period | "Firefly III Concepts" — https://docs.firefly-iii.org/how-to/firefly-iii/features/budgets/ — retrieved 2025-01-09 |
Category | A way to group transactions by purpose (groceries, entertainment) | "Firefly III Concepts" — https://docs.firefly-iii.org/how-to/firefly-iii/features/categories/ — retrieved 2025-01-09 |
Deposit | Money coming into an asset account from a revenue account | "Firefly III Concepts" — https://docs.firefly-iii.org/how-to/firefly-iii/features/transactions/ — retrieved 2025-01-09 |
Expense Account | Account representing places where money is spent (store, landlord) | "Firefly III Concepts" — https://docs.firefly-iii.org/how-to/firefly-iii/features/accounts/ — retrieved 2025-01-09 |
Liability | Account representing money you owe (credit card, mortgage) | "Firefly III Concepts" — https://docs.firefly-iii.org/how-to/firefly-iii/features/accounts/ — retrieved 2025-01-09 |
Piggy Bank | A virtual savings goal within an asset account | "Firefly III Concepts" — https://docs.firefly-iii.org/how-to/firefly-iii/features/piggy-banks/ — retrieved 2025-01-09 |
Revenue Account | Account representing sources of income (employer, client) | "Firefly III Concepts" — https://docs.firefly-iii.org/how-to/firefly-iii/features/accounts/ — retrieved 2025-01-09 |
Rule | Automatic action triggered when transaction criteria are met | "Firefly III Concepts" — https://docs.firefly-iii.org/how-to/firefly-iii/features/rules/ — retrieved 2025-01-09 |
Split Transaction | Single transaction divided into multiple categories/budgets | "Firefly III Concepts" — https://docs.firefly-iii.org/how-to/firefly-iii/features/transactions/ — retrieved 2025-01-09 |
Tag | A flexible label that can be attached to transactions | "Firefly III Concepts" — https://docs.firefly-iii.org/how-to/firefly-iii/features/tags/ — retrieved 2025-01-09 |
Transaction | A movement of money between accounts at a specific time | "Firefly III Concepts" — https://docs.firefly-iii.org/how-to/firefly-iii/features/transactions/ — retrieved 2025-01-09 |
Transaction Group | Collection of related transactions that happen simultaneously | "Firefly III Concepts" — https://docs.firefly-iii.org/how-to/firefly-iii/features/transactions/ — retrieved 2025-01-09 |
Transfer | Money moving between two asset accounts you own | "Firefly III Concepts" — https://docs.firefly-iii.org/how-to/firefly-iii/features/transactions/ — retrieved 2025-01-09 |
Withdrawal | Money leaving an asset account to go to an expense account | "Firefly III Concepts" — https://docs.firefly-iii.org/how-to/firefly-iii/features/transactions/ — retrieved 2025-01-09 |
Notes¶
- Avoid synonyms that upstream does not use
- Account types follow double-entry bookkeeping principles
- All monetary movements are recorded as transactions between accounts
- Tags and categories serve different purposes (tags are flexible, categories are hierarchical)
- Bills represent expected expenses, budgets represent spending limits
Sources¶
- "Firefly III Account Concepts" — https://docs.firefly-iii.org/how-to/firefly-iii/features/accounts/ — retrieved 2025-01-09
- "Firefly III Transaction Concepts" — https://docs.firefly-iii.org/how-to/firefly-iii/features/transactions/ — retrieved 2025-01-09
- "Firefly III Budget Concepts" — https://docs.firefly-iii.org/how-to/firefly-iii/features/budgets/ — retrieved 2025-01-09