Hi all,
I did a fairly thorough search and couldn’t find a simple solution to this question, but I apologize in advance if it’s out there in the community or other resources and I’ve missed it.
Situation: I work in a position where I regularly book travel and incur other expenses that are reimbursable, and I pay for these on a single, personal credit card that is largely, but not exclusively, used for these reimbursable expenses.
Currently, I have a single, hidden Tiller category called, “Work Expenses” that I apply to every single expense for work that I incur (I do not have any interest or need to track flights v. hotels v. meals).
I also have a hidden income expense called, “Expense Reimbursement” that I use when I split my paycheck (with all forms of taxes, deductions, etc.) because my reimbursements are attached to my regular semi-monthly paychecks.
Goal: I am seeking a way to easily see the sum of my hidden “Work Expense” category over a given period as well as the sum of my “Work Reimbursement” category so that I have a sense of how much reimbursable expenses are outstanding, yet to be paid. The goal is to mostly make sure I don’t miss any expenses, and I’d like to do this in Tiller as a “gut check” to make sure that everything seems in order.
Note: I do not want to track these work expenses and reimbursements as “non-hidden” items in my monthly budget because I do not want my work expenses to be at all reflected in my budgeting (since they aren’t my spending )
My ask: Does anyone know a simple way for me to achieve the above? Is there an existing community template that I might be able to re-purpose for this goal?
Thanks in advance; this community is awesome and has made it very easy for this new Tiller user to quickly get a handle on it all.
Cheers,
Jeff