Financial Terms Glossary

Do you know the difference between a balance sheet and an income statement? Or equity and revenues? Many people are confused about financial terms.

This glossary of over 100 financial terms will teach you all the important financial concepts and definitions.


Financial Terms Glossary


1 2 3ABCDEFG

HIJKLMNOP

QRSTU V WX Y Z


1 2 3


10-K

10-Q

12b-1 fee

1040 Form

1099 Form

3 fund portfolio

401(k) plan

403(b) plan

501(c)(3) organization

Back


A


Accounting

Accounting equation

Accrual basis accounting

Annuity

Appreciation

Asset

Back


B


Bad debt

Balance sheet

Bear

Bitcoin

Blockchain

Breakeven analysis

Breakeven point

Bull

Back


C


CAGR

Cash flow statement

Cash basis accounting

Cash ratio

Command key

Compound annual growth rate (CAGR)

Compound interest

Cryptocurrency

Current ratio

Back


D


Debits and credits

Depreciation

Discount rate

Dividends

DJIA

Double entry accounting

Doubtful account

Dow Jones Industrial Average

Back


E


Earnings

Earnings before interest and taxes (EBIT)

Earnings before interest, taxes, depreciation, and amortization (EBITDA)

Earnings before taxes (EBT)

Earnings per share (EPS)

EBIT

EBITDA

EBT

Equity

EPS

Excel

Expense

Back


F


FASB

FDIC

Federal Deposit Insurance Corporation (FDIC)

FIFO

Finance

Financial accounting

Financial Accounting Standards Board (FASB)

Financial Independence, Retire Early (FIRE)

Financial Industry Regulatory Authority (FINRA)

Financial literacy

Financial ratios

Financial statement

Financial statement analysis

FINRA

FIRE

First in, first out

Fraud

Fraud triangle

Future value

Back


G


GAAP

Generally accepted accounting principles (GAAP)

Gross profit

Gross profit margin

Back


H


HLOOKUP

Horizontal analysis

Hurdle rate

Back


I


IASB

IFRS

Income statement

Index fund

Interest rate

International Accounting Standards Board

International Financial Reporting Standards

Inventory turnover

Back


J


Journal

Journal entry

Back


K


Kaizen

Key performance indicator (KPI)

Kiting

KPI

Back


L


Last in, first out

Liability

LIFO

Liquidity

Liquidity ratios

Back


M


Managerial accounting

Marketable security

Market cap

Microsoft Excel

Back


N


Net income

Net loss

Net working capital

Net worth

Back


O


Operating expense

Operating income

Operating loss

Operating profit

Back


P


Plant assets

Present value

Price-earnings ratio

Profit and loss statement

Profit margin

Back


Q


Quarterly report

Quick ratio

Back


R


R-squared (r2)

Ratio analysis

Return on assets (ROA)

Return on equity (ROE)

Return on investment (ROI)

Revenue

ROA

ROE

ROI

Rule of 72

Back


S


S&P 500

SEC

Securities and Exchange Commission (SEC)

Simple interest

Statement of cash flows

SWOT analysis

Back


T


T-account

Temporary account

Time value of money

Trial balance

Back


U V W


Uncollectible account

Unearned revenue

Useful life

Vertical analysis

VLOOKUP

W-2 form

Windows key

Working capital

Back


X Y Z


XLOOKUP

Yield

Yield to maturity

Zero-coupon bond

Zero-sum game

Back


Jeff Mankin

Jeff Mankin teaches financial literacy. His website is FinallyLearn.com.

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