this post was submitted on 09 Oct 2023
12 points (100.0% liked)

YNAB

501 readers
1 users here now

Welcome to YNAB! This community is dedicated to the discussion on the popular budget software You Need A Budget. We welcome any posts here regarding YNAB. Feel free to post your questions, budget strategies & advice.

founded 1 year ago
MODERATORS
 

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 :)

you are viewing a single comment's thread
view the rest of the comments
[–] [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.