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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