BudgetBurrow Terms
Browse personal finance and investing definitions by letter. Each letter lists all terms beneath it; click any term for a plain-English explanation.
Terms directory
Browse all glossary entries by letter. Each letter shows its terms dynamically below.
A
- Account
- Account balance
- Account statement
- Accredited investor
- Accumulation phase
- Active Income Definition and Finance Terms
- Active investing
- Adjustable-rate mortgage (ARM)
- Adjusted basis
- Adjusted gross income (AGI)
- Advisory fee
- After-tax contributions
- All-in cost
- Amortization
- Annual percentage rate (APR)
- Annual percentage yield (APY)
- Annual return
- Annuity
- Appreciation
- Asset
C
- Capital
- Capital asset
- Capital expenditure (CapEx)
- Capital gain
- Capital gains tax
- Capital market
- Capitalization rate (Cap Rate)
- Carryover
- Cash
- Cash advance
- Cash basis accounting
- Cash dividend
- Cash earnings
- Cash flow
- Cash flow after interest and taxes
- Cash flow statement
- Cash management
- Cash Out Refinance
- Cash value life insurance
- Cash-equivalent items
- Cash-liabilities ratio
- Cash-on-cash return
- Cashier's check
- Certificate of Deposit (CD)
- Certified check
E
- Early withdrawal penalty
- Earned income
- Earnings per share (EPS)
- Economic indicator
- Effective annual rate (EAR)
- Effective interest rate
- Elder financial abuse
- Emergency fund
- Employee Stock Option (ESO)
- Employee Stock Purchase Plan (ESPP)
- Endowment
- Enrolled Agent (EA)
- Equity
- Equity mutual fund
- Equity REIT
- Estate
- Estate planning
- Exchange-Traded Fund (ETF)
- Exclusion allowance
- Executor
- Expense ratio
- Extended warranty
F
- Face Value
- Factor Investing
- FAFSA (Free Application for Federal Student Aid)
- Fair Credit Reporting Act (FCRA)
- Fair Market Value (FMV)
- Family and Medical Leave Act (FMLA)
- Federal Deposit Insurance Corporation (FDIC)
- Federal Funds Rate
- Fidelity Bond
- Fiduciary
- Finance Charge
- Financial Aid
- Financial Freedom
- Financial Independence, Retire Early (FIRE)
- Financial Planning
- Financial Statement
- First-Time Homebuyer
- Fixed Annuity
- Fixed Interest Rate
- Fixed-Rate Mortgage
- Float
- Forbearance
- Foreclosure
- Foreign Exchange (Forex)
- Fractional Share
G
- Garnishment
- General Account
- General Administrative Expense
- General Agent
- General Agreement on Tariffs and Trade (GATT)
- General Asset Account
- General Average
- General Bank
- General Budget
- General Business Credit
- General Conditions
- General Consent
- General Contract
- General Corporation
- General Council
- General Credit
- General Obligation (GO) Bond
H
- Hardship Withdrawal
- Head of Household (Tax Filing Status)
- Health Savings Account (HSA)
- Hedge Fund
- Hedge Ratio (Delta)
- Hedge Wrapper
- Hedged Portfolio
- Hedged Tender
- Held Order
- Held to Maturity
- Herstatt Risk
- Hidden Load
- Hidden Values
- High Credit
- High Current Income Mutual Fund
- High Price
- High Withholding Tax Interest Income
- High Yield
- High-Coupon Bond Refunding
- High-Frequency Trading (HFT)
- High-Grade Bond
- High-Yield Savings Account
- Holding Period
L
- Laddering
- Land contract
- Last-in, first-out (LIFO)
- Late payment fee
- Layaway
- Lease
- Leasehold
- Leasing
- Legacy
- Legal counsel
- Legal expenses insurance
- Legal fee
- Legal tender
- Lender
- Lending rate
- Letter of administration
- Letter of credit
- Letter of intent
- Level premium
- Leverage
- Leveraged buy-out (LBO)
- Leveraged ETF
- Liabilities side
- Liability
- Lien
N
- Naked option
- Naked short selling
- Nameplate capacity
- Nanocap
- Narrow money
- National Association of Securities Dealers Automated Quotations (NASDAQ)
- National Futures Association (NFA)
- Nationalization
- Navigable waters
- Negative amortization
- Negative balance
- Negative carry
- Negative cash flow
- Negative equity
- Negative gearing
- Negative interest rate
- Negative pledge clause
- Negotiable
- Negotiable order of withdrawal (NOW) account
- Net asset value (NAV)
- Net assets
O
- Official Check
- Old Age Security (OAS)
- Online Banking
- Open mortgage
- Open-End Credit
- Operating expenses
- Operating performance ratios
- Opportunity Cost
- Option contract
- Option premium
- Original Principal
- Out-of-Pocket Maximum
- Outstanding Check
- Over Limit
- Over-contribution
- Overages
- Overdraft
- Overdraft facility
- Overdraw
P
- Par value
- Participating preferred stock
- Passive income
- Passive investing
- Pay-as-you-earn (PAYE) repayment plan
- Payday loan
- Payer
- Payment holiday
- Payment-to-income (PTI) ratio
- Pell Grant
- Penalty
- Penny stock
- Pension
- Pension plan
- Per capita income
- Permanent life insurance
- Personal allowance
- Personal loan
- Personal property
- Personal savings rate
- Phantom income
- Physical asset
- Piggy bank
- PITI (Principal, Interest, Taxes, Insurance)
- Platinum card
Q
- Q-TIP Trust
- Quadrillion
- Quadruple witching
- Qualification period
- Qualified
- Qualified annuity
- Qualified dividend
- Qualified Domestic Relations Order (QDRO)
- Qualified endorsement
- Qualified institutional buyer (QIB)
- Qualified Institutional Placement
- Qualified intermediary (QI)
- Qualified majority voting (QMV)
- Qualified opinion
- Qualified personal residence trust (QPRT)
- Qualified plan or trust
- Qualified retirement plan
- Qualified small business
- Qualified small business stock (QSBS)
- Qualified stock option
- Qualified Terminable Interest Property Trust (Q-TIP)
- Qualified tuition program (QTP)
- Quality investing
- Quality of earnings
- Quant
R
- Rate
- Rating agency
- Rational expectations
- Real estate
- Real estate investment trust (REIT)
- Real return
- Real-time gross settlement (RTGS)
- Rebalance
- Rebate
- Receivable
- Recession
- Record date
- Recourse loan
- Recurring charge
- Red herring
- Redemption
- Redemption fee
- Refinance
- Refunding
- Registered bond
- Registered Education Savings Plan (RESP)
- Registered Retirement Income Fund (RRIF)
- Registered Retirement Savings Plan (RRSP)
- Registration statement
- Regression analysis
S
- Safe (or Safety) Deposit Box
- Salary
- Sales tax
- Satisfaction of Mortgage
- Savings and loan association
- Savings Association Insurance Fund (SAIF)
- Savings bank
- Savings bond
- Savings Incentive Match Plan for Employees (SIMPLE) IRA
- Secured debt
- Securities
- Securities and Exchange Commission (SEC)
- Security deposit
- Self-employment tax
- Separation agreement
- Service Charge
- Settlement (or Closing) Costs
- Settlor
- Share Account
T
- T3 statement
- T4 statement
- T5 statement
- Tax and loan account
- Tax anticipation bills (Tabs)
- Tax Anticipation Notes (Tans)
- Tax arbitrage
- Tax basis
- Tax deduction
- Tax liability
- Tax lien
- Tax loss carryback, carryforward
- Tax planning
- Tax-deferred
- Tax-deferred income
- Tax-deferred retirement plans
- Tax-equivalent yield
- Tax-free savings account (TFSA)
- Taxable event
- Taxable income
- Term
U
- Umbrella Insurance Policy
- Unallocated Balance
- Uncapped Return
- Unconventional Mortgage
- Underbanked
- Underfunded Pension
- Underlying Asset
- Underlying Investment
- Underpaid Taxes
- Underperforming Asset
- Underwriter
- Underwriter's Spread
- Underwriting Fee
- Unearned Income
- Unemployment Insurance
- Unencumbered Property
- Unfunded Liability
- Unsecured Loan
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