Community template
Categorize All the Things: spending and investment categories
Mike from New York built a general-purpose setup for tracking both spending and investments, inspired by his history with financial software. Investments, loans and transfers sit in their own groups so they stay out of spending totals.
- 19 groups
- 5 categories
- 87 subcategories
- Comprehensive (80+)
- Couple / household
- Salaried employee
- Frequent traveler
In their words
General-purpose category setup for tracking spending and investments, inspired by my history with financial software.
All 111 categories in Categorize All the Things
Auto & Transport Excluded from budget
- Auto Insurance Excluded from budget
- Gas & Fuel Excluded from budget
- License Excluded from budget
- Parking Excluded from budget
- Public Transportation Excluded from budget
- Ride Share & Taxi Excluded from budget
- Tickets Excluded from budget
- Tolls Excluded from budget
Bills & Utilities
- HOA Fee
- Internet
- Mobile Phone
- Mortgage & Rent
- Utilities
Education Excluded from budget
- Conference Excluded from budget
- Student Loan Excluded from budget
Entertainment Excluded from budget
- Movies Excluded from budget
- Museums Excluded from budget
- Recreation Excluded from budget
- Shows Excluded from budget
- Video Games Excluded from budget
Fees & Charges Excluded from budget
- ATM Fee Excluded from budget
- Bank Fee Excluded from budget
- Service Fee Excluded from budget
Financial Excluded from budget
- Federal Tax Excluded from budget
- Financial Software Excluded from budget
- State Tax Excluded from budget
- Tax Preparation Excluded from budget
Fitness
- Gym
- Sports
Food
- Alcohol & Bars
- Coffee Shops
- Fast Food
- Groceries
- Restaurants
- Snacks & Desserts
Gifts & Donations Excluded from budget
- Charity Excluded from budget
- Gift Excluded from budget
Health Excluded from budget
- Dentist Excluded from budget
- Doctor Excluded from budget
- Eyecare Excluded from budget
- Pharmacy Excluded from budget
- Therapy Excluded from budget
Home Excluded from budget
- Furnishings Excluded from budget
- Home Improvement Excluded from budget
- Home Insurance Excluded from budget
- Home Services Excluded from budget
- Home Supplies Excluded from budget
- Lawn & Garden Excluded from budget
- Moving Excluded from budget
Income Income Excluded from budget
- Bonus Income Excluded from budget
- Interest Income Income Excluded from budget
- Misc Income Income Excluded from budget
- Reimbursement Income Excluded from budget
- Rewards Income Excluded from budget
Investments Excluded from budget Excluded from totals
- Buy Excluded from budget Excluded from totals
- Deposit Excluded from budget Excluded from totals
- Dividend & Cap Gains Excluded from budget Excluded from totals
- Investment Fee Excluded from budget Excluded from totals
- Sell Excluded from budget Excluded from totals
- Withdrawal Excluded from budget Excluded from totals
Loans Excluded from budget Excluded from totals
- Loan Fees and Charges Excluded from budget Excluded from totals
- Loan Payment Excluded from budget Excluded from totals
Media Subscriptions
- Music
- Newspapers
- Streaming Services
Personal Care Excluded from budget
- Cosmetics Excluded from budget
- Hair Excluded from budget
- Laundry Excluded from budget
- Spa & Massage Excluded from budget
Pets Excluded from budget
- Pet Food & Supplies Excluded from budget
- Pet Furnishings Excluded from budget
- Pet Sitting Excluded from budget
- Veterinarian Excluded from budget
Shopping Excluded from budget
- Books Excluded from budget
- Clothing Excluded from budget
- Electronics & Software Excluded from budget
- Hobbies Excluded from budget
- Misc Shopping Excluded from budget
- Office Supplies Excluded from budget
- Shipping Excluded from budget
- Souvenirs Excluded from budget
- Sporting Goods Excluded from budget
Travel Excluded from budget
- Air Travel Excluded from budget
- Bus & Train Travel Excluded from budget
- Hotel Excluded from budget
- Rental Car Excluded from budget
- Travel Insurance Excluded from budget
Income categories
- Paycheck Income
Transfers and excluded categories
- Cash & ATM Excluded from budget
- Credit Card Payment Excluded from budget Excluded from totals
- Transfer Excluded from budget Excluded from totals
- Work Expenses Excluded from budget
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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