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iamlyth

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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[–] [email protected] 2 points 1 year ago

Nah, adding the hashtag to the memo takes a couple minutes at most. I think that YNAB toolkit will do this for you too, but I've never used it so I can't say definitively.

Then when you delete the category, it'll ask you where you want to move your transactions, so that part is easy.