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submitted 1 year ago by ghostzero@lemmy.world to c/ynab@lemmy.world

Hi everyone! I am planning a short vacation in the upcoming months and for that, I wanted to add a category group and a few categories (travel, food, accommodation, etc). But then I started thinking about what to do with these categories once the trip is over and I don't need them anymore.

Since I haven't done this myself yet, I was wondering how people deal with these types of temporary categories? Rename? Or put it all in a more generic "travel" or "next big expense" category?

I'd rather not simply hide them forever, as this could feel a bit messy over time :)

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[-] uniqueid198x@lemmy.dbzer0.com 3 points 1 year ago

I do exactly this. I wish farm for specific things, but when i'm done, I delete the category and assign the spending to a more generic one. For instance, I might save up for a new motorcycle helmet. Once purchased, I delete that category and move the transaction to the more generic 'motorcycling' category.

I like this becaus, it lets me prioritize individual larger purchases, but also gives me an idea of how much spending i'm doing overall

this post was submitted on 09 Oct 2023
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