Community template

Emma's categories: immigration and work travel tracking

Emma from Montreal keeps a short list where immigration costs get their own category and reimbursable work travel is excluded from budget and totals.

  • 2 groups
  • 15 categories
  • 7 subcategories
  • Simple (under 40)
  • Solo / single
  • Salaried employee
  • Frequent traveler
  • Cross-border

All 24 categories in Emma's categories

Food

  • Alcohol, Bars
  • Coffee Shops
  • Groceries
  • Restaurants

Personal Care

  • Gym
  • Personal Care misc
  • Sports gear

Other spending categories

  • Bank Fees
  • Entertainment
  • Gas, Transportation
  • Gifts
  • Home
  • Immigration
  • Rent
  • Shopping
  • Subscriptions/books
  • Tax
  • Travel

Income categories

  • Income Income

Transfers and excluded categories

  • Payment, Transfer Excluded from budget Excluded from totals
  • Withdrawal Excluded from budget Excluded from totals
  • Work Travel 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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Put Emma's categories to work in Lunch Money

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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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