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Concepts & overviewFinancial vocabulary

Developer reference

Financial vocabulary

A practical glossary for accounts, movements, plans, evidence and shared financial context.

These words describe different real-world responsibilities. Keeping them distinct prevents a recurring plan, physical card or shared purpose from being counted as another pile of money.

Money and evidence

TermMeaning
AccountWhere money or a financial balance is held, including a bank or credit-card account.
CardA physical or virtual payment instrument linked to an account, not another balance.
MovementAn actual expense, receipt, transfer, repayment or currency exchange.
Stated balanceA balance you explicitly report for an account on a date.
Bank-document evidenceA statement or supported bank record that supplies independent financial evidence.
Base currencyA reading currency for combined answers when conversion evidence is available.
Credit limitA borrowing limit, not your own cash.

Plans and context

TermMeaning
ObligationA planned cost or receipt with a due date or schedule.
Income sourceThe salary, client or other source associated with actual income receipts.
PersonSomeone involved in lending, borrowing or shared costs.
Matter / identityA persistent real-world purpose, such as a project or purchase.
CategoryWhat a movement was for.
TagAn additional independent label.
GameyyaA rotating savings arrangement; your contributions and receipt are actual movements, while its schedule is context.

Put the vocabulary to work

In a fictional EGP 150 grocery purchase on 5 October 2026, the account says where the money came from, the category says what it bought, and a Weekend trip matter says which shared purpose it belonged to. These labels describe one purchase rather than several payments.

Read recording movements or plans and matters for the corresponding tasks.