Categories vs. Groups

[heather]

@Joek,

Since categories have to be unique we typically recommend that folks have group per property and then use a prefix per category so you can report on individual properties.

So Group is 123 Magnolia St then the categories are 123M-Rent, 123M-Maintenance, etc where 123M is a unique identifier for 123 Magnolia St categories.

There is a rental property tracker concept our founder shared here under Show & Tell.

Rental property tracker

I thought I’d share a quick example of a tool we’ve found helpful for managing rental properties. I’m excited to see others improve on it! What is the goal of your workflow? What problem does it solve, or how does it help you? The goal here is to help us track income and expenses for a rental property. This is a common use case for personal finance spreadsheets I hear from others too. How did you come up with the idea for your workflow? Of course we already were using a spreadsheet to track …

The Category Rollup report in Labs offers an option to do reporting by type/group/category and the Monthly Analysis sheet in Labs also allows you to choose groups.

Heather