Finance Glossary – PDF File
76.86 $
Comprehensive Finance Terms Glossary: A go-to reference defining key finance and business terms in clear language—suitable for all levels.
Financial Terminology Guide
A Practical Dictionary for Accountants: Arabic/English + Brief Definition + Usage in Reports and Journal Entries + Abbreviations + Version/Sign-off
Value Proposition: Financial Terminology within the accounting team does not only cause a “language” issue; it causes an operational issue: the same item is referred to by three different names, and the same account is translated in two ways, wasting review time interpreting words instead of numbers. This guide provides you with a single reference: Arabic/English term + brief accounting definition + where it appears (TB / P&L / BS / Cash Flow / Notes) + usage example within a Journal Entry or report.
In 20 Seconds: What Will You Get?
- Arabic/English Glossary that is searchable (Excel) instead of scattered files.
- Accounting Terms in English with “practical” Arabic translation (suitable for reports and correspondence).
- Brief Definition for Each Term + Where It Is Used (TB/P&L/BS/CF/Notes/Close Pack).
- Abbreviations List: A list of common abbreviations (TB, JE, AP, AR, EBITDA…) and their meanings.
- Quick Reference PDF (suitable for printing): A quick summary for daily use.
- Tags/Topics: Categorization by field (Close/Audit/Tax/Treasury/FP&A) to speed up access.
- Version/Sign-off: A page for approving the “reference” version to prevent terminology discrepancies among the team.
CTA related to outputs: Receive Glossary Excel + Quick Reference PDF + Abbreviations + Version/Sign-off.
Suitable For
- Chief Accountant / GL Team: Unifying closing language (Accruals/Reclass/JE/Adjusted TB) within the team.
- Financial Reporting & Audit Liaison: Reducing misunderstandings with auditors through consistent definitions and usages.
- FP&A / Management Reporting: Terms for management reports and strategic planning terminology (Budget/Forecast/KPIs) within the same reference.
Not Suitable For
- Those looking for Medical Terms in English or Translation of Medical Terms / Medical Terminology — this is a financial/accounting guide.
- Those wanting Engineering Terms in English PDF or an engineering dictionary — outside the product scope.
Without the Guide / With the Guide (Brief Comparison)
| Item | Without Unified Terminology Guide | With the Financial Terminology Guide |
|---|---|---|
| Translation of Accounts and Reports | Everyone translates in their own way (different item names) | One Arabic/English reference + definition + consistent usage |
| Audit Correspondence | Time wasted interpreting the term before interpreting the number | Brief definitions + standardized abbreviations reduce confusion |
| Training and Handover | Slow learning due to non-standard reference | Quick reference + classifications + Version/Sign-off as departmental reference |
Before Use: 5 Symptoms That Terminology Is “Affecting Operations”
- You find the same item written with different names in reports (e.g., Accrued Expenses / Accruals / Payables accrual), leading to lost comparisons.
- The TB and FS are prepared with inconsistent titles; questions like “Is this item the same?” arise every month.
- Auditor inquiries turn into linguistic discussions: “What do you mean by Provision?” instead of discussing measurement.
- Handover is weak because terminology is not standardized between the old and new accountant.
- The same abbreviation (like “AR”) is used with two meanings in different teams (Accounts Receivable vs Audit Report) without a reference.
How to Use Financial Terminology Practically Within Reports and Closings?
Application Method (3 Steps)
Step 1: Preparation and Gathering Reports
- Pull samples from your actual outputs: TB, management reports, closing sheet, and Notes templates (if available).
- Identify “sensitive points” linguistically: items that recur in lists, control accounts, terms that cause questions from auditors.
- Link each term to context: Is it a P&L item? Or a Balance Sheet classification? Or a Cash Flow term?
Step 2: Reconciliations + Matches + JE Log
- Standardize commonly used terms: choose the standard term + synonyms for inclusion.
- Link terms to what actually appears in operations: Journal Entry (JE) / closing memo / review attachment, so the definition does not remain theoretical.
- Perform a simple “linguistic match”: the same term should appear in the same form in JE Log / TB Labels / Management report headings.
Step 3: Adjusted TB + Lists + Closing Pack
- After standardizing terms: fix TB/FS/Notes titles to the same reference, so that Adjusted TB becomes a “naming concept” before it is “number accurate.”
- Use the Quick Reference PDF within the closing team as a daily reference for naming items in reports and handover files.
- Include a copy of the guide within the Closing Pack as a reference document (Version/Sign-off) to facilitate any subsequent review.
Guide Components (Clear Inventory)
-
Finance & Accounting Glossary (Excel)
- Practical Purpose: A searchable and filterable terms database: Arabic/English/Definition/Field/Synonyms.
- When to Use: Daily while writing reports, preparing TB/FS, or audit correspondence.
- Resulting Guide: A versioned reference file that can be relied upon as the “source of truth” for terminology.
-
Quick Reference (PDF)
- Practical Purpose: A concise version for printing/quick use in meetings and closings.
- When to Use: Month-End/Year-End + during meetings with management/auditors.
- Resulting Guide: A static PDF that reduces terminology discrepancies among multiple individuals.
-
Abbreviations & Acronyms List
- Practical Purpose: Standardizing common abbreviations in finance and audit (TB/JE/AP/AR/COGS… etc.).
- When to Use: When preparing summary reports or correspondence for multinational teams.
- Resulting Guide: A list of abbreviations with meanings and usage context.
-
Usage Notes (Where it appears)
- Practical Purpose: For each term: where it appears in lists or reports (TB/P&L/BS/CF/Notes/Close Pack).
- When to Use: When preparing headings or linking a term to a process.
- Resulting Guide: A usage note that reduces misunderstandings during review.
-
Operational Examples (JE/Report context)
- Practical Purpose: Short usage examples linking the term to an accounting context (entry/report) rather than just a dictionary definition.
- When to Use: New employee training, or when standardizing memo and entry writing style.
- Resulting Guide: Examples that help the team apply the term with the same logic.
-
Topics & Tags (Classification)
- Practical Purpose: Classifying terms by field: Close / Audit / Tax / Treasury / FP&A / Strategic planning.
- When to Use: When searching by “task” rather than by word.
- Resulting Guide: Quick filtering that reduces time to access the correct term.
-
Version Control + Sign-off
- Practical Purpose: Establishing an approved version of the guide within the department (Prepared/Reviewed) with a clear update date.
- When to Use: When issuing a handover version or a substantial update in terminology.
- Resulting Guide: A simple audit trail: who approved what and when.
What Should Be Included in the Delivery?
- 01-Glossary.xlsx: The terms file (Arabic/English/Definition/Field/Tags/Synonyms).
- 02-Quick-Reference.pdf: A concise version for printing/sharing (Accounting Terms in English PDF + practical Arabic translation).
- 03-Abbreviations.pdf or Sheet: A list of abbreviations (TB/JE/AR/AP/COGS…) with their meanings and context.
- 04-Usage Notes Sheet: Where the term appears (TB/FS/CF/Notes/Close) + display notes.
- 05-Examples Sheet: Short usage examples in a report/journal entry to reduce confusion.
- 06-Topics & Tags Dictionary: Definition of classifications used to filter terms.
- 07-Version & Sign-off: The version page (Version/Date/Prepared/Reviewed) for approving the guide within the department.
- 08-Archiving Map: Path for saving versions (Year/Version) + Naming convention to establish the reference.
After Implementation (Two Points Only)
- Operational Result for the Team: Internal reports and correspondence become consistent in terminology and headings, reducing the need for re-explanation and establishing a writing style for TB/FS/Notes and closing files.
- Audit/Review Result: During review, terms have a fixed definition and usage with an approved version (Version/Sign-off), reducing questions like “What do you mean?” and increasing traceability in handover files.
FAQ — Questions Before Purchase
Does the guide include Accounting Terms in English?
Yes. The guide is designed as a library of Accounting Terms in English with Arabic translation, brief definitions, and usage context within reports.
Is there a version of “Accounting Terms in English PDF”?
Yes. There is a Quick Reference PDF for printing/sharing, in addition to a searchable and filterable Excel version.
Is it suitable for standardizing account names in TB and reports?
Yes. It adds usage notes (where the term appears) and is used as a reference for naming headings in TB/FS/Notes and Closing Pack files.
Does it include strategic planning terminology?
It includes a set of terms related to management reporting and FP&A (Budget, Forecast, Variance, KPIs) within a financial scope — not a general management guide for all fields.
Does it include Medical Terms in English or Translation of Medical Terms?
No. Medical terminology and translation of medical terms are outside the product scope. This is a financial/accounting guide.
Does it include Engineering Terms in English PDF?
No. Engineering terms are outside the scope. The guide focuses on financial, accounting, and operational terminology.
Can it be used for training a new employee in the finance department?
Yes. Because the Excel contains tags/topics and the PDF is suitable as a quick reference, with usage examples that reduce differences in understanding among individuals.
Is it considered an official reference for standards?
No. It is an internal operational reference for unifying language and consistency in reports. Official standard references are used when needed, while the guide helps you with consistency and daily application.
Ready to Establish Reporting Language Instead of “Different Translations” Every Time?
Outputs: Glossary Excel + Quick Reference PDF + Abbreviations + Version/Sign-off + Archiving Map.
| المسمّى الوظيفي | |
|---|---|
| Duration | |
| المستوى | |
| التحديثات | |
| القطاع | |
| الصيغة |

Reviews
Clear filtersThere are no reviews yet.