Right now I have the below 10 Groups and 69 Categories and feel like I could potentially do a better job consolidating. I’ve listed them the below for reference. For those who feel like they aren’t over-granularizing their expense tracking, would you care to critique mine or better yet share your G…

Didn’t see anyone post with account numbers built into the group or category names, so thought I’d throw my method into the ring in case someone finds it valuable. Category Group Type 00 - Mortgage 01 - Housing Expense 05 - Association Fees 01 - Housing Expense 10 - Property Taxes 01 - …

@Kathryn Having a masters in accounting and currently working on another masters in finance, I love this “budgeting chart of accounts.” It appeals to my inner nerd. :slight_smile: This will serve as a nice model for my own chart of accounts. With that said, I have three comments/questions. First…

Isn’t it fun how we find our people here in the Tiller Community forum? No one in real life cares about my budgeting chart of accounts, haha! This is my husband’s income, yes. This is to break out details for doing tax projections. In addition, I think it’s important to get a full view of spendin…

I love it, it shows that you put a lot of thought into the things that provide value for you to track separately!

Hi, question, you stated that you add columns to the transaction page. Did you add the group and sub-groups to that page. My current transaction page does not have either of those. I did add a tags column in the past. Am I correct in that I can add the grp and sub-grp the same way? Once that is done…

Hello, I hope this helps, Using pivot table it’s helpful to see the subgroup dollars spent, Below is the list of expenses I use MONTHLY OBLIGATIONS Cable TV Obligations Household Expense Electricity Obligations Household Expense Internet & Cable Obligations Household Expense Inte…

Here is ours. I’ve simplified this since switching from Quicken to Tiller. Some of my categorization looks inconsistent on paper. Example: I have “Home Insurance” in Home group but then have other Insurance in a Insurance group. I probably either need to have an Insurance group in totality or p…

[image] YouBet96: egory Group Type Fuel Auto Expense Parking Auto Expense Ride Fees Auto Expense Service Auto Expense Warranty Auto Expense Dry Cleaning Bills Expense Electric Bills Expense Gas Bills Expense Home Security Bills Expense Internet Bills Expense Lawncare B…

Need some context I think. It looks like you are budgeting categories at the individual level for 3 different people in your household? That seems like a consolidation opportunity?

For those who don't "over track" expenses but have a good system, care to share your Group/Categories?

Conversation

sean.katie February 3, 2022, 6:09pm 53

I really like your list, would you be willing to share the entire set? Working to do a reset on ours this year.

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For those who don't "over track" expenses but have a good system, care to share your Group/Categories?

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