Articles Index

Account Reconciliation Definition

Learn the definition of account reconciliation, how and why the procedure is done, and how personal finance software makes reconciling bank and credit card accounts much easier.

Net Worth Defined

Definition of net worth used in financial software.

AGI Defined

Adjusted Gross Income, also known as AGI, is the basis for figuring income tax you owe. Learn how AGI is calculated.

What Is Gross Income?

Gross income defined.

Software Wizard Defined

What is the Wizard in your software? Get the definition.

What is TXF?

Find out what a TXF file is, and how to use it to import data into income tax preparation software.

What is a Payee?

What is a payee? Here's the definition of a payee.

What Does Export Data Mean?

When you download transactions from your bank, you are exporting data. Definition of data export.

What Is a Data File?

Definition of a data file with an explanation of how these files are used.

What are Internet-Based Services?

What are Internet-based services? Many financial software applications use Internet-based services. Financial software such as Microsoft Money and Quicken Internet-based services.

What is Income?

Definition of income pertaining to personal finances.

Backing Up Defined

Learn why backing up financial data in personal finance software is critical.

Background Banking

Many financial software packages allow you to set up background banking. Read on to discover what background banking is.

WebConnect

Definition of WebConnect with short discussion of the technology.

Direct Connect Definition

Learn about Direct Connect, which is a convenient feature in personal finance and accounting software.

Currency / Multiple Currency

Definition of currency as used in personal finance software, often used in reference to multiple currency supported features

Tax Year

Get the definition of the term, tax year here.

Discretionary Expense

Definition of a discretionary expense or spending, used for personal budgeting or small business budgeting.

Split Transactions for Personal Budgets

Definition of split transaction and related transaction processing in personal finance software.

What Does Import Data Mean?

Learn about importing data in personal finance software, with the definition of data import and some examples.

FI or Financial Institution

FI, or fi, is an abbreviation used often in forum discussions regarding financial software.

Interface Definition

Looking for the simple, nontechnical definition of user interface? Find your information in the financial software glossary.

What is a Budget or Spending Category?

Confused about how to set up spending categories for your budget in personal finance software? Start with understanding what these categories are used for.

Web App or Online Software

What is a web app? Find out what web based software is and how you can use it to conveniently manage your money.

What is E-file?

Want to know more about e-filing your tax return? Here's a quick explanation of what it means to e-file.