I have multiple questions:
- How can I remove accounts from the budget/transactions?
- What is the purpose of the Groups vs the Categories? I don’t feel like I have them set up correctly
I’ll let someone else weigh-in on how to remove the accounts. I can tell you how I use Groups and Categories.
One easy way to think about it is that a Group (as the name implies) is a collection of Categories.
Here are examples of mine:
Group: Auto
Categories: Car Payment, License Plates, Parking, Gas, Insurance, Maintenance
Group: Utilities
Categories: Electric, Natural Gas, Internet, Refuse, Alarm Monitoring
Group: Health
Categories: Doctor, Vision, Pharmacy, Misc Health
Group: Pets
Categories: Veterinary, Food & Supplies
I also have some for income:
Group: Income
Categories: Paycheck #1, Paycheck #2, Misc. Non-Taxable, Consulting, Credit Card Rewards, Interest
You get the picture. Hope this helps.
I totally understand that, but when I’m on the transaction page it doesn’t let me select a group. So I guess my question is where can I see a breakdown of group expenses?
Bill Gallagher
c. 973-876-8748
e. bgallagher31@gmail.com
@brewer.05 You can try the category tracker… this is a rollup of transactions within a specific category… not exactly group. The Monthly Budget tab is organized in groups and then categories.
Perhaps this is a good candidate for a feature request. You can add it here.
Here is an article on removing accounts connected to Tiller.
When you’re on the Transactions sheet, just pick a category. The category’s group is implied and will be reported on dashboards. You should see category-group rollups on the envelope budget dashboard. Make sense, @bgallagher31?