Account Types

MoneyKit categorizes accounts using the following types:

depository

• depository.cash_management: cash management account
• depository.cd: certificate of deposit
• depository.checking: checking account
• depository.ebt: electronic benefit transfer
• depository.gic: guaranteed investment certificate (CA only)
• depository.hsa: health savings account
• depository.isa: individual savings account (GB only)
• depository.money_market: money market account
• depository.prepaid: prepaid card
• depository.rdsp: registered disability savings plan (CA only)
• depository.resp: registered education savings plan (CA only)
• depository.rrsp: registered retirement savings plan (CA only)
• depository.savings: savings account
• depository.tfsa: tax-free savings account (CA only)

investment

• investment.401a: 401a retirement account
• investment.401k: 401k retirement account
• investment.403b: 403b retirement account
• investment.457b: 457b retirement account
• investment.529: 529 college savings plan
• investment.brokerage: brokerage account
• investment.crypto: cryptocurrency account
• investment.esa: education savings account
• investment.espp: employee stock purchase plan
• investment.ira: IRA (individual retirement account)
• investment.keogh: Keogh plan
• investment.lif: life income fund (CA only)
• investment.lira: locked-in retirement account (CA only)
• investment.lirf: locked-in retirement fund (CA only)
• investment.lrsp: locked-in retirement savings plan (CA only)
• investment.rlif: restricted life income fund (CA only)
• investment.rollover_ira: rollover IRA
• investment.roth: Roth IRA
• investment.roth_401k: Roth 401k IRA
• investment.rrif: registered retirement income fund (CA only)
• investment.sep_ira: SEP IRA (simplified employee pension plan)
• investment.simple_ira: Simple IRA
• investment.sipp: self-invested personal pension (GB only)
• investment.stock_plan: stock plan
• investment.tax_deferred: generic tax-deferred investment account
• investment.thrift_savings_plan: thrift savings plan
• investment.trust: trust
• investment.ugma: Uniform Gift to Minors Act
• investment.utma: Uniform Transfer to Minors Act

liability

• liability.credit_card: credit card
• liability.home_equity: home equity loan
• liability.line_of_credit: line of credit
• liability.loan: loan
• liability.mortgage: mortgage
• liability.student_loan: student loan

other

• other.annuity: annuity
• other.insurance: insurancy policy
• other.life_insurance: life insurance policy
• other.payroll: payroll
• other.pension: pension
• other.profit_sharing_plan: profit sharing plan
• other.rewards: rewards account

unknown

• unknown: indicates the account type is unknown