Community template

Budget with partner contribution (French budget categories)

Gabriel from Canada wrote this setup in French. His partner contributes a fixed minimum amount toward shared costs such as the mortgage, insurance and subscriptions, which comes in as its own income line.

  • 9 groups
  • 41 subcategories
  • Detailed (40–79)
  • Couple / household
  • Salaried employee

In their words

is a budget that's separated into categories, fixed one are detailled and variable expenses as well, I mostly check the budget tab in order to see where my money goes. My partner contributes a minimum fixed amount to cover the expenses that are shared but assumed by my accounts, such as mortage, insurance, subscriptions etc, this minimum amount is calculated with an app I made with Google App Sheets and then added into lunch money as a reccuring item manually

Gabriel from Canada

All 50 categories in Budget with partner contribution

INCOME Income

  • Paie Income
  • Contribution Chloé Income
  • Bonus et Virement (reçu) Income
  • Intérêt (income) Income

Alimentation et nécessité

  • Costco
  • Épiceries
  • Restaurant

Auto et transport

  • Gas
  • Parking
  • Permis et Plaques
  • Prêt Auto
  • Réparation et entretient
  • Ticket
  • Transport en commun

Assurances

  • Assurance Auto
  • Assurance Maison
  • Assurance Vie

Factures

  • Frais de banque
  • Subscription

Maison

  • Facture VSAD
  • Hydro
  • Hypothèque
  • Taxes Municipales
  • Taxes Scolaire
  • Maintenance maison

Autre dépenses

  • Activité
  • Animaux (Vet et animalerie)
  • Cannabis
  • Hotel
  • Voyage
  • Intérêt sur prêt
  • Pharmacie et Santé
  • Retrait en cash
  • Shopping
  • Virement (payé)

Placement

  • Épargne Tangerine
  • Virement Crypto
  • Virement REER
  • Virement CELI

Transfers Excluded from budget Excluded from totals

  • Paiement carte de crédit Excluded from budget Excluded from totals
  • Virement entre comptes Excluded from budget Excluded from totals

How to use this template in Lunch Money

Click Copy entire setup at the top of this page, then paste it into Lunch Money as a preset. See the import steps.

Want only part of it? Mix and match categories in the library to build your own template.

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How to import categories to Lunch Money

  1. Open preset categories. On the Categories page, click the arrow next to Add new category and choose Add preset categories. Add new category menu with Add preset categories selected
  2. Paste your custom setup. In the side panel, select Custom (Advanced) and paste the category list. Use a dash in front of subcategory names.
  3. Review and create. Check the preview for errors, then click Create.
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