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How to deal with temporary categories? (self.ynab)

submitted 1 year ago by ghostzero to c/ynab

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Hi everyone! I am planning a short vacation in the upcoming months and for that, I wanted to add a category group and a few categories (travel, food, accommodation, etc). But then I started thinking about what to do with these categories once the trip is over and I don't need them anymore.

Since I haven't done this myself yet, I was wondering how people deal with these types of temporary categories? Rename? Or put it all in a more generic "travel" or "next big expense" category?

I'd rather not simply hide them forever, as this could feel a bit messy over time :)

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[–] StereoTrespasser 4 points 1 year ago (1 children)

Why not just hide them when you're done? It's not really messy because you don't see them again. I create temporary categories all the time, especially when I'm saving up for something.

[–] ghostzero 3 points 1 year ago

Fair point, it's definitely the easiest approach.

One reason is the way that hidden categories are just sort of lumped together in reports, which makes it harder to see how you have spent your money. This is why I'm currently considering an approach where you delete the temp category after you're done, and move the money to another general category, so you don't lose that info.