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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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[-] PlutoniumAcid@lemmy.world 1 points 1 year ago

Isn't it a pain to go back and edit every single transaction?

[-] deeroh@lemmy.sdf.org 2 points 1 year ago

Nah, adding the hashtag to the memo takes a couple minutes at most. I think that YNAB toolkit will do this for you too, but I've never used it so I can't say definitively.

Then when you delete the category, it'll ask you where you want to move your transactions, so that part is easy.

this post was submitted on 09 Oct 2023
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