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Personal Finance Glossary

5 terms defined. Each entry links to the apps and learn pieces that use the concept.

B

Bank Feed / Aggregation A bank feed is an automated connection between your bank account and a budgeting…

C

Categorisation Rule A categorisation rule maps a raw bank transaction description to a spending cate…

E

Envelope Method The envelope method is a cash-based budgeting system where you physically divide…

S

Sinking Funds A sinking fund is a budget category where you save a fixed monthly amount toward…

Z

Zero-Based Budgeting Zero-based budgeting assigns every dollar of income to a specific category befor…