this post was submitted on 09 Oct 2023
12 points (100.0% liked)

YNAB

499 readers
1 users here now

Welcome to YNAB! This community is dedicated to the discussion on the popular budget software You Need A Budget. We welcome any posts here regarding YNAB. Feel free to post your questions, budget strategies & advice.

founded 1 year ago
MODERATORS
iamlyth@lemmy.world
12
How to deal with temporary categories? (lemmy.world)
submitted 1 year ago by ghostzero@lemmy.world to c/ynab@lemmy.world
10 comments fedilink hide all child comments
 

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 :)

you are viewing a single comment's thread
view the rest of the comments
[โ€“] ghostzero@lemmy.world 3 points 1 year ago (1 children)

Yeah I mentioned this more or less in another comment but this is currently my preferred approach as well ๐Ÿ‘

[โ€“] deeroh@lemmy.sdf.org 3 points 1 year ago

Nice! Yeah I've been doing this for about a year, and I've been really happy with it. Minimal overhead, but I don't lose any information (and I don't have a mess of hidden categories at the end).