Community template
Sid's setup: family budget categories with kids and pets
Sid from San Diego runs a family system with dedicated groups for kids, pets and an investment property, plus detailed home, utilities and auto sections. Savings, retirement and investment transfers stay out of the budget.
- 17 groups
- 7 categories
- 108 subcategories
- Comprehensive (80+)
- Family with kids
- Salaried employee
All 132 categories in Sid's setup
Auto & Transport
- Auto Insurance
- Auto Payment
- Auto Registration
- Auto Repair & Maintenance
- Auto Tolls
- Gas & Fuel
- Parking
- Public Transportation
- Ride Share
Entertainment
- Amusement
- Hobbies
- Movies & DVDs
- Music
- Newspapers & Magazines
- Television
Fees & Charges
- ATM Fee
- Bank Fee
- Credit Card Fees
- Late Fee
- Legal
- Passport/Visa Fees
- Service Fee
Food
- Alcohol & Bars
- Coffee Shops
- Fast Food
- Food & Dining
- Food Delivery
- Groceries
- Restaurants
Gifts & Donations
- Charity
- Gift
Health & Fitness
- Doctor
- Eyecare
- Gym
- Hair
- Health Insurance
- Personal Care
- Pharmacy
- Spa & Massage
- Sports
Home
- HOA dues
- Home Improvement
- Home Insurance
- Home Services
- Home Supplies
- Lawn & Garden
- Mortgage & Rent
- Pool Maintenance
- Property Tax
Income Group Income
- Check Deposits Income
- Credit Card Rewards Income
- DCFSA reimbursements Income
- Disability Pay Income
- Interest Income Income
- Bonus Income
- Paycheck Income
- Refunds Income
- Sale of Stock Income
Investment Property
- HOA Investment Property
- Insurance Investment Property
- Mortgage Investment Property
- Rental Income
- Repair Investment Property
- Taxes Investment Property
Kids
- Babysitter
- Baby Supplies
- Day Care
- Kids Activities
- Kids Shopping
Misc Expenses
- Advertising
- Education
- Liability Insurance
- Printing
- Shipping
- Work related
Pets
- Pet Food & Supplies
- Pet Grooming
- Pet Hotel
- Veterinary
Savings Excluded from budget Excluded from totals
- College Fund Excluded from budget Excluded from totals
- Investment Other Excluded from budget Excluded from totals
- Loan Withdrawal Excluded from budget Excluded from totals
- Mortgage & Loan Principal Payments Excluded from budget Excluded from totals
- Retirement Excluded from budget Excluded from totals
Shopping
- Books & Supplies
- Clothing
- Electronics & Software
- Furnishings
- Home Stuff
- Office Supplies
- Shopping General
- Sporting Goods
Taxes
- Federal Tax
- State Tax
- Tax Preparation
Travel
- Air Travel
- Hotel
- Rental Car & Taxi
- Vacation
Utilities
- Electricity
- Electricity & Gas
- Home Phone
- Internet
- Mobile Phone
- Natural Gas Bill
- Solar Electricity
- Trash Pickup
- Water & Sewage
Other spending categories
- ATM Withdrawals
- Convinience Stores
- Inter account Transfer
Transfers and excluded categories
- Investment Transfer Excluded from budget Excluded from totals
- Loan Payment Excluded from budget Excluded from totals
- Hide from Budgets & Trends Excluded from budget Excluded from totals
- Investment Transactions 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.
