---
title: "What movement types are available?"
slug: "what-movement-types-are-available"
tags: ["movement types"]
updated: 2025-10-21T09:32:43Z
published: 2025-10-21T09:32:43Z
canonical: "support.lusid.com/what-movement-types-are-available"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://support.lusid.com/llms.txt
> Use this file to discover all available pages before exploring further.

# What movement types are available?

A [movement](/v1/docs/what-is-a-movement) has a *movement type* that controls how it is categorised and when it is applied.

For example, the built-in `Buy` transaction type provided with LUSID—intended to signal a purchase of an instrument such as an equity or bond—has two movements:

- The first has a movement type of `StockMovement` to update the unsettled units and cost of a security holding (ie. BP) on the transaction date, and the number of settled units on the settlement date.
- The second has a movement type of `CashCommitment` to create a new, temporary currency holding on the transaction date, and to update the core currency holding (ie. GBP) on the settlement date. The temporary holding reflects the commitment to settling the transaction.

At the time of writing, the following movement types are available:

| **Movement type** | **Effect on holding on transaction date** | **Effect on holding on settlement date** |
| --- | --- | --- |
| `StockMovement` | Updates the number of unsettled units and cost of a security holding (with a [holding type](/v1/docs/what-are-the-holding-types) of `P` for `Position`). | Updates the number of settled units. |
| `CashCommitment` | Creates a temporary unsettled cash holding of type `C` (for `Cash Commitment`) to reflect the commitment to settling a trade. | Updates the core settled cash holding (holding type `B` for `Cash Balance`) and removes the temporary holding. **Note**: There is no functional difference between these movement types. The temporary unsettled cash holdings merely report activity using different labels between transaction and settlement dates. |
| `CashReceivable` | Creates a temporary unsettled cash holding of type `R` (for `Cash Receivable`) to reflect the expectation of income from settling a trade. |
| `CashAccrual` | Creates a temporary unsettled cash holding of type `A` (for `Cash Accrual`) to reflect accrual of income from an interest-bearing instrument. |
| `CashDeferred` | Creates a temporary unsettled cash holding of type `D` (for `Cash Deferred`) to reflect reclaimed tax. |
| `CashForward` | Creates two temporary unsettled cash holdings of type `F` (for `Forward FX`) to represent each leg of the forward. | Updates the core settled cash holdings (holding type `B`) in both currencies. Note that in a valuation, this movement type preserves the two legs of the forward. |
| `CashFxForward` | Updates the core settled cash holdings (holding type `B`) in both currencies. Note that in a valuation, this movement type collapses the forward to a single leg. |
| `VariationMargin` | This movement type has no effect on the units of a holding. Instead, it can be used to adjust the notional cost basis of a holding in a `Future` or `ContractForDifference` instrument up or down as part of a mark-to-market valuation strategy for realizing daily PnL. For a demonstration, see [this tutorial](/v1/docs/handling-future-mark-to-market-and-expiry-events). |
| `BalanceAdjustment` | This movement type has no effect on the units of a holding. Instead, it can be used to adjust the balance of a holding in a `LoanFacility`, `FlexibleDeposit` or `FlexibleLoan` instrument. *More information coming soon*. |
| `LimitAdjustment` | This movement type has no effect on the units of a holding. Instead, it can be used to limit the balance of a holding in a `LoanFacility`, `FlexibleDeposit` or `FlexibleLoan` instrument. *More information coming soon*. |
| `Carry` | These movement types have no effect on a holding. Instead, they can be used to model [carry activity](/v1/docs/using-the-carry-movement-types-to-configure-an-a2b-report) in an AtoB report. |
| `CarryAsPnl` |
| `Capital` | These movement types have no effect on a holding. Instead, they can be used to generate balanced pairs of [journal entry lines](/v1/docs/how-does-lusid-generate-journal-entry-lines-from-economic-activity) for a fund. |
| `Fee` |

The following movement types are for advanced use only in conjunction with [Technical Support](https://www.finbourne.com/contact/):

- `Traded`
- `Settlement`

The following movement types are now deprecated:

- **~~ForwardFx~~**. Please use `CashFxForward`.
- **~~Commitment~~**. Please use `CashCommitment`.
- **~~Receivable~~**. Please use `CashReceivable`.
- **~~Accrual~~**. Please use `CashAccrual`.
- **~~CashSettlement~~**. Please use one of `CashCommitment`, `CashReceivable`, `CashAccrual`.
- **~~FutureCash~~**. Please use `CashForward`.
- **~~UnsettledCashTypes~~**. Please use one of the `Cash*` types.
- **~~Deferred~~**. Please use `CashDeferred`.