Categories

Categories organise what money was actually spent on. Behaviour (regular, variable, irregular, one-off, exceptional) and essential/discretionary are recorded separately on transactions.

Expense Categories Expense

Housing & Household

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Electricity & Heating

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Council Tax

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Water

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Internet

1 transaction

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Phones

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Insurance

3 transactions

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Home Repairs

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Food & Drink

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Groceries

45 transactions

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Eating Out

6 transactions

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Takeaways

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Transport

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Petrol

4 transactions

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Car Payment

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Car Maintenance

3 transactions

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Parking

20 transactions

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Family & School

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Rowan Clubs

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School Dinners

6 transactions

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School Expenses

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Personal Spending

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Debt

1 transaction

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Savings

1 transaction

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Trading Costs

1 transaction

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Clothing

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David Allowance

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Jane Allowance

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Choir

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Singing Lessons

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Entertainment & Subscriptions

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Subscriptions

11 transactions

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Health

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Irregular Expenses

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Random Shit

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Major One-Off

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Income Categories Income

Income

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Pension Drawdown

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Salary

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Household Contribution

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Child Benefit

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Web Design

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Trading

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Other Income

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Transfer Categories Transfer

Savings

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Transfers

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How I'd use this

Main category: a broad area such as Trading Expenses, Food & Drink or Transport.

Subcategory: the useful reporting level underneath it, such as Trading Software or Prop Firm Fees.

Archiving a category preserves all historic transactions. It simply stops the category being offered for new transactions.

Budget — Categories

Categories

Expense Categories Expense

Income Categories Income

Transfer Categories Transfer

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How I'd use this