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  2. XBRL - Wikipedia

    en.wikipedia.org/wiki/XBRL

    XBRL (eXtensible Business Reporting Language) is a freely available and global framework for exchanging business information. XBRL allows the expression of semantics commonly required in business reporting. The standard was originally based on XML, but now additionally supports reports in JSON and CSV formats, as well as the original XML-based ...

  3. Microsoft Excel - Wikipedia

    en.wikipedia.org/wiki/Microsoft_Excel

    Microsoft Excel is a spreadsheet editor developed by Microsoft for Windows, macOS, Android, iOS and iPadOS. It features calculation or computation capabilities, graphing tools, pivot tables, and a macro programming language called Visual Basic for Applications (VBA). Excel forms part of the Microsoft 365 suite of software.

  4. Personal budget - Wikipedia

    en.wikipedia.org/wiki/Personal_budget

    Personal budgets are usually created to help an individual or a household of people to control their spending and achieve their financial goals. Having a budget can help people feel more in control of their finances and make it easier for them to not overspend and to save money. [3] People who budget their money are less likely to amass large ...

  5. Financial statement - Wikipedia

    en.wikipedia.org/wiki/Financial_statement

    Historical financial statements. Financial statements (or financial reports) are formal records of the financial activities and position of a business, person, or other entity. Relevant financial information is presented in a structured manner and in a form which is easy to understand. They typically include four basic financial statements ...

  6. Chart of accounts - Wikipedia

    en.wikipedia.org/wiki/Chart_of_accounts

    t. e. A chart of accounts (COA) is a list of financial accounts and reference numbers, grouped into categories, such as assets, liabilities, equity, revenue and expenses, and used for recording transactions in the organization's general ledger. Accounts may be associated with an identifier (account number) and a caption or header and are coded ...

  7. F9 Financial Reporting - Wikipedia

    en.wikipedia.org/wiki/F9_Financial_Reporting

    F9 is a financial reporting software application that dynamically links general ledger data to Microsoft Excel through the use of financial cell-based formulas, wizards, and analysis tools to create spreadsheet reports that can be calculated, filtered, and drilled upon. The F9 software is developed, marketed, and support by an organization also ...

  8. Financial forecast - Wikipedia

    en.wikipedia.org/wiki/Financial_forecast

    Financial forecast. A financial forecast is an estimate of future financial outcomes for a company or project, usually applied in budgeting, capital budgeting and / or valuation. Depending on context, the term may also refer to listed company (quarterly) earnings guidance. For a country or economy, see Economic forecast.

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