Community template
Detailed: P&L style personal budget categories
Amelia lays out personal finances like a profit-and-loss statement, with home categories added. Pet Expenses alone has eleven dog-related lines, and replacement funds save ahead for a phone, computer and lawn mower.
- 17 groups
- 15 categories
- 75 subcategories
- Comprehensive (80+)
- Solo / single
In their words
Similar to a P/L Statement with home categories added
All 107 categories in Detailed
Home Expenses
- Grocery
- Tea Budget
- Restaurants
- Fast Food & Takeout
- Household Supplies
- Appliance Repairs & Accessories
- Cleaning Supplies
Building Maintenance
- Garden Supplies
- Lawn Maintenance
- Pest Control
- Repairs
Utilities
- Phone
- Internet
- Water
- Electricity
- Propane
- Garbage
- Sewer
Pet Expenses
- Dog Food
- Dog Treats
- Dog Vet Bills
- Dog Supplements
- Dog Dental Cleaning
- Dog Insurance
- Dog Grooming
- Dog Boarding
- Dog Training
- Dog Toys
- Dog Other
Health & Appearance
- Gym Memberships
- Apparel
- Hairdresser
- Skincare Supplies
Medical
- Doctor Visits
- Copay
- Dental
- Prescriptions
- Vitamins
Insurance
- Health
- Life
Travel
- Airfare
- Hotels
- Meals
- Car Rental
- Taxis and Shared Rides
Entertainment
- Music Subscriptions
- Movies
- Video Games
- Books
- Events
- Streaming Subscriptions
- Magazine Subscriptions
- Other
Vehicle Expenses
- Car Maintenance & Repairs
- Tires
- Gas
- Car Wash
- Car Insurance
- Registration & Taxes
Subscriptions & Services
- Subscriptions
Equipment Expense
- Car
- Furniture & Fixtures
Bank Service Charges
- Account Fee
- International Transaction Fee
Gifts
- Presents
- Christmas
- Christmas Cards
Taxes
- Federal
- State
Savings Group
- Investing
- Emergency Fund
- House Savings
Equipment Replacement Savings
- Phone Fund
- Computer Fund
- Lawn Mower Fund
Other spending categories
- Rent
- Office Expenses
- Education
- Tech Repairs & Accessories
- Postage & Shipping
- Professional Fees
- Sports & Recreational Expenses
- Other Miscellaneous Expenses
- Do Good Things
- Credit Card Rewards
- Interest Expense
Income categories
- Income Income
- Interest Income
Transfers and excluded categories
- Credit Card Payment Excluded from budget Excluded from totals
- Bank Transfer 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.
