833 lines
27 KiB
Plaintext
833 lines
27 KiB
Plaintext
name: Comprehensive Foundation
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layer: foundation
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description: |
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Detailed category structure with deep hierarchies for granular tracking.
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Best for detail-oriented people, business owners, or those optimizing tax deductions.
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80+ categories with 2-3 levels of hierarchy for precise expense tracking.
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categories:
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# ============================================================
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# INCOME
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# ============================================================
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- name: "Income"
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parent: null
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description: "All income sources"
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- name: "Income:Employment"
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parent: "Income"
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description: "Employment income"
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- name: "Income:Employment:Salary & Wages"
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parent: "Income:Employment"
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description: "Regular salary and wage payments"
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- name: "Income:Employment:Bonuses & Commissions"
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parent: "Income:Employment"
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description: "Performance bonuses, sales commissions"
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- name: "Income:Employment:Allowances"
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parent: "Income:Employment"
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description: "Travel allowance, car allowance, other"
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- name: "Income:Government Benefits"
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parent: "Income"
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description: "Centrelink and government payments"
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- name: "Income:Government Benefits:Family Benefits"
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parent: "Income:Government Benefits"
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description: "Family Tax Benefit, Child Care Subsidy"
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- name: "Income:Government Benefits:Income Support"
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parent: "Income:Government Benefits"
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description: "JobSeeker, Disability Support, Age Pension"
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- name: "Income:Government Benefits:Child Support"
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parent: "Income:Government Benefits"
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description: "Child support received"
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- name: "Income:Other Income"
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parent: "Income"
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description: "Miscellaneous income"
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- name: "Income:Other Income:Tax Refunds"
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parent: "Income:Other Income"
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description: "ATO tax refunds, GST refunds"
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- name: "Income:Other Income:Gifts & Winnings"
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parent: "Income:Other Income"
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description: "Cash gifts, competition winnings, lottery"
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- name: "Income:Other Income:Reimbursements"
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parent: "Income:Other Income"
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description: "Work reimbursements, refunds"
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# ============================================================
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# HOUSING
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# ============================================================
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- name: "Housing"
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parent: null
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description: "Home-related expenses"
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- name: "Housing:Rent or Mortgage"
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parent: "Housing"
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description: "Rent or mortgage payments"
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- name: "Housing:Rent or Mortgage:Rent"
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parent: "Housing:Rent or Mortgage"
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description: "Rental payments"
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- name: "Housing:Rent or Mortgage:Mortgage Repayments"
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parent: "Housing:Rent or Mortgage"
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description: "Principal and interest payments"
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- name: "Housing:Rates & Levies"
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parent: "Housing"
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description: "Government and strata charges"
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- name: "Housing:Rates & Levies:Council Rates"
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parent: "Housing:Rates & Levies"
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description: "Municipal council rates"
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- name: "Housing:Rates & Levies:Water Rates"
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parent: "Housing:Rates & Levies"
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description: "Water service charges"
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- name: "Housing:Rates & Levies:Strata Levies"
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parent: "Housing:Rates & Levies"
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description: "Body corporate, strata fees"
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- name: "Housing:Maintenance & Repairs"
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parent: "Housing"
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description: "Home maintenance costs"
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- name: "Housing:Maintenance & Repairs:Repairs"
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parent: "Housing:Maintenance & Repairs"
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description: "Plumbing, electrical, emergency repairs"
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- name: "Housing:Maintenance & Repairs:Improvements"
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parent: "Housing:Maintenance & Repairs"
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description: "Renovations, upgrades, capital improvements"
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- name: "Housing:Maintenance & Repairs:Garden & Lawn"
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parent: "Housing:Maintenance & Repairs"
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description: "Gardening, lawn care, landscaping"
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- name: "Housing:Home Insurance"
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parent: "Housing"
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description: "Home and contents insurance"
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- name: "Housing:Furnishings"
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parent: "Housing"
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description: "Furniture, appliances, home setup"
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# ============================================================
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# UTILITIES
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# ============================================================
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- name: "Utilities"
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parent: null
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description: "Essential household services"
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- name: "Utilities:Electricity"
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parent: "Utilities"
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description: "Electricity bills and charges"
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- name: "Utilities:Gas"
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parent: "Utilities"
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description: "Natural gas, LPG"
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- name: "Utilities:Water"
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parent: "Utilities"
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description: "Water usage charges"
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- name: "Utilities:Internet"
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parent: "Utilities"
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description: "Home internet, NBN"
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- name: "Utilities:Phone"
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parent: "Utilities"
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description: "Mobile and landline"
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- name: "Utilities:Phone:Mobile"
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parent: "Utilities:Phone"
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description: "Mobile phone plans, prepaid"
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- name: "Utilities:Phone:Landline"
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parent: "Utilities:Phone"
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description: "Home phone service"
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# ============================================================
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# FOOD & DINING
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# ============================================================
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- name: "Food & Dining"
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parent: null
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description: "Food and beverage expenses"
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- name: "Food & Dining:Groceries"
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parent: "Food & Dining"
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description: "Food shopping"
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- name: "Food & Dining:Groceries:Supermarket"
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parent: "Food & Dining:Groceries"
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description: "Woolworths, Coles, Aldi, IGA"
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- name: "Food & Dining:Groceries:Specialty Stores"
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parent: "Food & Dining:Groceries"
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description: "Butcher, baker, deli, fruit shop"
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- name: "Food & Dining:Groceries:Online Delivery"
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parent: "Food & Dining:Groceries"
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description: "Online grocery delivery services"
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- name: "Food & Dining:Restaurants"
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parent: "Food & Dining"
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description: "Dining out"
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- name: "Food & Dining:Takeaway & Delivery"
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parent: "Food & Dining"
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description: "Takeaway food"
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- name: "Food & Dining:Takeaway & Delivery:Fast Food"
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parent: "Food & Dining:Takeaway & Delivery"
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description: "McDonald's, KFC, etc."
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- name: "Food & Dining:Takeaway & Delivery:Food Delivery"
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parent: "Food & Dining:Takeaway & Delivery"
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description: "Uber Eats, Menulog, DoorDash"
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- name: "Food & Dining:Coffee & Cafes"
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parent: "Food & Dining"
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description: "Coffee shops, cafe visits"
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- name: "Food & Dining:Alcohol & Beverages"
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parent: "Food & Dining"
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description: "Bottleshops, liquor, soft drinks"
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# ============================================================
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# TRANSPORTATION
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# ============================================================
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- name: "Transportation"
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parent: null
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description: "Transport and vehicle expenses"
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- name: "Transportation:Vehicle Ownership"
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parent: "Transportation"
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description: "Owning and running a vehicle"
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- name: "Transportation:Vehicle Ownership:Fuel"
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parent: "Transportation:Vehicle Ownership"
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description: "Petrol, diesel, LPG"
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- name: "Transportation:Vehicle Ownership:Maintenance & Servicing"
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parent: "Transportation:Vehicle Ownership"
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description: "Regular servicing, oil changes"
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- name: "Transportation:Vehicle Ownership:Repairs"
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parent: "Transportation:Vehicle Ownership"
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description: "Breakdowns, accident repairs, tyres"
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- name: "Transportation:Vehicle Ownership:Registration & Insurance"
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parent: "Transportation:Vehicle Ownership"
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description: "Rego, CTP, comprehensive insurance"
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- name: "Transportation:Vehicle Ownership:Car Wash & Detailing"
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parent: "Transportation:Vehicle Ownership"
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description: "Cleaning, detailing, car care"
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- name: "Transportation:Parking & Tolls"
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parent: "Transportation"
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description: "Parking and road tolls"
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- name: "Transportation:Parking & Tolls:Parking"
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parent: "Transportation:Parking & Tolls"
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description: "Street parking, parking meters, car parks"
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- name: "Transportation:Parking & Tolls:Tolls"
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parent: "Transportation:Parking & Tolls"
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description: "E-tag, toll roads, M1, M2, etc."
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- name: "Transportation:Public Transport"
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parent: "Transportation"
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description: "Buses, trains, trams, ferries"
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- name: "Transportation:Public Transport:Opal/Myki Card"
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parent: "Transportation:Public Transport"
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description: "Prepaid transport cards"
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- name: "Transportation:Public Transport:Tickets"
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parent: "Transportation:Public Transport"
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description: "Single tickets, day passes"
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- name: "Transportation:Rideshare & Taxis"
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parent: "Transportation"
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description: "Uber, Didi, taxis"
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# ============================================================
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# HEALTHCARE
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# ============================================================
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- name: "Healthcare"
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parent: null
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description: "Medical and health expenses"
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- name: "Healthcare:Medical Services"
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parent: "Healthcare"
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description: "Doctor visits and medical care"
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- name: "Healthcare:Medical Services:GP & Specialists"
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parent: "Healthcare:Medical Services"
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description: "General practitioner, specialist doctors"
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- name: "Healthcare:Medical Services:Tests & Pathology"
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parent: "Healthcare:Medical Services"
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description: "Blood tests, x-rays, scans, pathology"
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- name: "Healthcare:Medical Services:Hospital & Emergency"
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parent: "Healthcare:Medical Services"
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description: "Hospital visits, emergency care, ambulance"
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- name: "Healthcare:Dental"
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parent: "Healthcare"
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description: "Dental care"
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- name: "Healthcare:Dental:General Dental"
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parent: "Healthcare:Dental"
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description: "Check-ups, cleaning, fillings"
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- name: "Healthcare:Dental:Orthodontics"
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parent: "Healthcare:Dental"
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description: "Braces, Invisalign, orthodontic treatment"
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- name: "Healthcare:Pharmacy"
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parent: "Healthcare"
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description: "Pharmacy and medications"
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- name: "Healthcare:Pharmacy:Prescriptions"
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parent: "Healthcare:Pharmacy"
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description: "PBS prescriptions, scripts"
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- name: "Healthcare:Pharmacy:Over the Counter"
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parent: "Healthcare:Pharmacy"
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description: "Non-prescription medicines, first aid"
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- name: "Healthcare:Allied Health"
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parent: "Healthcare"
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description: "Other health services"
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- name: "Healthcare:Allied Health:Physiotherapy"
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parent: "Healthcare:Allied Health"
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description: "Physio, exercise physiology"
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- name: "Healthcare:Allied Health:Psychology & Counselling"
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parent: "Healthcare:Allied Health"
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description: "Psychologist, counsellor, mental health"
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- name: "Healthcare:Allied Health:Other Therapies"
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parent: "Healthcare:Allied Health"
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description: "Chiro, osteo, massage, acupuncture"
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- name: "Healthcare:Optical"
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parent: "Healthcare"
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description: "Eye care, glasses, contacts"
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- name: "Healthcare:Health Insurance"
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parent: "Healthcare"
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description: "Private health insurance premiums"
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# ============================================================
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# PERSONAL CARE & APPEARANCE
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# ============================================================
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- name: "Personal Care"
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parent: null
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description: "Personal grooming and care"
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- name: "Personal Care:Hair & Beauty"
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parent: "Personal Care"
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description: "Hair and beauty services"
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- name: "Personal Care:Hair & Beauty:Haircuts & Styling"
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parent: "Personal Care:Hair & Beauty"
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description: "Barber, hairdresser, hair treatments"
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- name: "Personal Care:Hair & Beauty:Beauty Services"
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parent: "Personal Care:Hair & Beauty"
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description: "Nails, waxing, facials, beauty treatments"
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- name: "Personal Care:Toiletries & Cosmetics"
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parent: "Personal Care"
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description: "Personal hygiene products"
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- name: "Personal Care:Toiletries & Cosmetics:Skincare & Cosmetics"
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parent: "Personal Care:Toiletries & Cosmetics"
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description: "Makeup, skincare, fragrances"
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- name: "Personal Care:Toiletries & Cosmetics:Personal Hygiene"
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parent: "Personal Care:Toiletries & Cosmetics"
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description: "Shampoo, soap, deodorant, dental care"
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- name: "Clothing & Footwear"
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parent: null
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description: "Clothes and shoes"
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- name: "Clothing & Footwear:Adults"
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parent: "Clothing & Footwear"
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description: "Adult clothing and shoes"
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- name: "Clothing & Footwear:Kids"
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parent: "Clothing & Footwear"
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description: "Children's clothing and shoes"
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- name: "Clothing & Footwear:Accessories"
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parent: "Clothing & Footwear"
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description: "Bags, wallets, jewellery, watches"
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# ============================================================
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# ENTERTAINMENT & RECREATION
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# ============================================================
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- name: "Entertainment & Recreation"
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parent: null
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description: "Entertainment and leisure"
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- name: "Entertainment & Recreation:Subscriptions"
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parent: "Entertainment & Recreation"
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description: "Streaming and digital services"
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- name: "Entertainment & Recreation:Subscriptions:Streaming Video"
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parent: "Entertainment & Recreation:Subscriptions"
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description: "Netflix, Stan, Disney+, Binge"
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- name: "Entertainment & Recreation:Subscriptions:Streaming Music"
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parent: "Entertainment & Recreation:Subscriptions"
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description: "Spotify, Apple Music, YouTube Music"
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- name: "Entertainment & Recreation:Subscriptions:Gaming"
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parent: "Entertainment & Recreation:Subscriptions"
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description: "PlayStation Plus, Xbox Game Pass, etc."
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- name: "Entertainment & Recreation:Subscriptions:News & Publications"
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parent: "Entertainment & Recreation:Subscriptions"
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description: "Newspapers, magazines, digital subscriptions"
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- name: "Entertainment & Recreation:Fitness & Sport"
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parent: "Entertainment & Recreation"
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description: "Fitness and sports activities"
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- name: "Entertainment & Recreation:Fitness & Sport:Gym Membership"
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parent: "Entertainment & Recreation:Fitness & Sport"
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description: "Gym, fitness classes, personal training"
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- name: "Entertainment & Recreation:Fitness & Sport:Sports & Activities"
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parent: "Entertainment & Recreation:Fitness & Sport"
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description: "Sports clubs, equipment, registration fees"
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- name: "Entertainment & Recreation:Events & Outings"
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parent: "Entertainment & Recreation"
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description: "Events and activities"
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- name: "Entertainment & Recreation:Events & Outings:Movies & Cinema"
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parent: "Entertainment & Recreation:Events & Outings"
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description: "Movie tickets, cinema"
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- name: "Entertainment & Recreation:Events & Outings:Concerts & Theatre"
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parent: "Entertainment & Recreation:Events & Outings"
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description: "Live music, theatre, performances"
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- name: "Entertainment & Recreation:Events & Outings:Sports Events"
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parent: "Entertainment & Recreation:Events & Outings"
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description: "AFL, NRL, cricket, sports tickets"
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- name: "Entertainment & Recreation:Hobbies"
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parent: "Entertainment & Recreation"
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description: "Hobby-related expenses"
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- name: "Entertainment & Recreation:Books & Media"
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parent: "Entertainment & Recreation"
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description: "Books, audiobooks, magazines, DVDs"
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- name: "Entertainment & Recreation:Gaming"
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parent: "Entertainment & Recreation"
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description: "Video games, board games, gaming gear"
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# ============================================================
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# EDUCATION & DEVELOPMENT
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# ============================================================
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- name: "Education"
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parent: null
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description: "Education and learning"
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- name: "Education:School"
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parent: "Education"
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description: "Primary and secondary school"
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- name: "Education:School:School Fees"
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parent: "Education:School"
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description: "Tuition fees, private school fees"
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- name: "Education:School:School Uniforms"
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parent: "Education:School"
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description: "Uniforms, sports gear"
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- name: "Education:School:Excursions & Activities"
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parent: "Education:School"
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description: "School camps, excursions, activities"
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- name: "Education:Tertiary Education"
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parent: "Education"
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description: "University, TAFE, higher education"
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- name: "Education:Tertiary Education:Tuition Fees"
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parent: "Education:Tertiary Education"
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description: "HECS, course fees, semester fees"
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- name: "Education:Tertiary Education:Textbooks & Materials"
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parent: "Education:Tertiary Education"
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description: "Textbooks, course materials, stationery"
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- name: "Education:Courses & Training"
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parent: "Education"
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description: "Professional development, short courses"
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- name: "Education:Tutoring"
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parent: "Education"
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description: "Private tutoring, coaching"
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# ============================================================
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# KIDS & FAMILY
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# ============================================================
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- name: "Kids & Family"
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parent: null
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description: "Child-related expenses"
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- name: "Kids & Family:Childcare & Education"
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parent: "Kids & Family"
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description: "Childcare services"
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- name: "Kids & Family:Childcare & Education:Daycare"
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parent: "Kids & Family:Childcare & Education"
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description: "Long day care, family day care"
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- name: "Kids & Family:Childcare & Education:Before/After School Care"
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parent: "Kids & Family:Childcare & Education"
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description: "OOSH, vacation care"
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- name: "Kids & Family:Activities"
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parent: "Kids & Family"
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description: "Kids activities and sports"
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- name: "Kids & Family:Activities:Sports"
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parent: "Kids & Family:Activities"
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description: "Kids sports, swimming lessons, team fees"
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- name: "Kids & Family:Activities:Music & Arts"
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parent: "Kids & Family:Activities"
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description: "Music lessons, art classes, dance"
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- name: "Kids & Family:Toys & Entertainment"
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parent: "Kids & Family"
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description: "Toys, games, kid entertainment"
|
|
|
|
- name: "Kids & Family:Baby Supplies"
|
|
parent: "Kids & Family"
|
|
description: "Nappies, formula, baby products"
|
|
|
|
- name: "Kids & Family:Pocket Money & Allowances"
|
|
parent: "Kids & Family"
|
|
description: "Kids pocket money, allowances"
|
|
|
|
# ============================================================
|
|
# FINANCIAL SERVICES
|
|
# ============================================================
|
|
- name: "Financial Services"
|
|
parent: null
|
|
description: "Banking and financial costs"
|
|
|
|
- name: "Financial Services:Bank Fees"
|
|
parent: "Financial Services"
|
|
description: "Banking fees and charges"
|
|
|
|
- name: "Financial Services:Bank Fees:Account Fees"
|
|
parent: "Financial Services:Bank Fees"
|
|
description: "Monthly account fees, transaction fees"
|
|
|
|
- name: "Financial Services:Bank Fees:ATM Fees"
|
|
parent: "Financial Services:Bank Fees"
|
|
description: "ATM withdrawal fees, foreign ATM fees"
|
|
|
|
- name: "Financial Services:Interest & Finance Charges"
|
|
parent: "Financial Services"
|
|
description: "Interest and finance costs"
|
|
|
|
- name: "Financial Services:Interest & Finance Charges:Credit Card Interest"
|
|
parent: "Financial Services:Interest & Finance Charges"
|
|
description: "Credit card interest charges"
|
|
|
|
- name: "Financial Services:Interest & Finance Charges:Loan Interest"
|
|
parent: "Financial Services:Interest & Finance Charges"
|
|
description: "Personal loan interest, other loan costs"
|
|
|
|
- name: "Financial Services:Accounting & Tax"
|
|
parent: "Financial Services"
|
|
description: "Accountant, tax agent, bookkeeping"
|
|
|
|
# ============================================================
|
|
# INSURANCE
|
|
# ============================================================
|
|
- name: "Insurance"
|
|
parent: null
|
|
description: "Insurance premiums (non-health, non-vehicle)"
|
|
|
|
- name: "Insurance:Life & Income Protection"
|
|
parent: "Insurance"
|
|
description: "Life insurance and income protection"
|
|
|
|
- name: "Insurance:Life & Income Protection:Life Insurance"
|
|
parent: "Insurance:Life & Income Protection"
|
|
description: "Life insurance premiums"
|
|
|
|
- name: "Insurance:Life & Income Protection:Income Protection"
|
|
parent: "Insurance:Life & Income Protection"
|
|
description: "Income protection, TPD, trauma insurance"
|
|
|
|
- name: "Insurance:Pet Insurance"
|
|
parent: "Insurance"
|
|
description: "Pet insurance premiums"
|
|
|
|
- name: "Insurance:Travel Insurance"
|
|
parent: "Insurance"
|
|
description: "Travel insurance, overseas coverage"
|
|
|
|
- name: "Insurance:Other Insurance"
|
|
parent: "Insurance"
|
|
description: "Other insurance policies"
|
|
|
|
# ============================================================
|
|
# SHOPPING & HOUSEHOLD
|
|
# ============================================================
|
|
- name: "Shopping"
|
|
parent: null
|
|
description: "General retail and household"
|
|
|
|
- name: "Shopping:Household Items"
|
|
parent: "Shopping"
|
|
description: "Household goods and supplies"
|
|
|
|
- name: "Shopping:Household Items:Furniture"
|
|
parent: "Shopping:Household Items"
|
|
description: "Furniture, beds, sofas, tables"
|
|
|
|
- name: "Shopping:Household Items:Appliances"
|
|
parent: "Shopping:Household Items"
|
|
description: "Fridges, washing machines, electronics"
|
|
|
|
- name: "Shopping:Household Items:Homewares"
|
|
parent: "Shopping:Household Items"
|
|
description: "Kitchen items, bedding, décor, storage"
|
|
|
|
- name: "Shopping:Household Items:Cleaning Supplies"
|
|
parent: "Shopping:Household Items"
|
|
description: "Cleaning products, laundry detergent"
|
|
|
|
- name: "Shopping:General Retail"
|
|
parent: "Shopping"
|
|
description: "Department stores and misc purchases"
|
|
|
|
- name: "Shopping:Electronics"
|
|
parent: "Shopping"
|
|
description: "Computers, phones, tablets, tech"
|
|
|
|
- name: "Shopping:Hardware & DIY"
|
|
parent: "Shopping"
|
|
description: "Bunnings, hardware, DIY supplies"
|
|
|
|
# ============================================================
|
|
# GIFTS & DONATIONS
|
|
# ============================================================
|
|
- name: "Gifts & Donations"
|
|
parent: null
|
|
description: "Gifts and charitable giving"
|
|
|
|
- name: "Gifts & Donations:Gifts"
|
|
parent: "Gifts & Donations"
|
|
description: "Birthday, Christmas, special occasion gifts"
|
|
|
|
- name: "Gifts & Donations:Charitable Donations"
|
|
parent: "Gifts & Donations"
|
|
description: "Charity donations, sponsorships"
|
|
|
|
# ============================================================
|
|
# PETS
|
|
# ============================================================
|
|
- name: "Pets"
|
|
parent: null
|
|
description: "Pet-related expenses"
|
|
|
|
- name: "Pets:Food & Supplies"
|
|
parent: "Pets"
|
|
description: "Pet food, litter, supplies"
|
|
|
|
- name: "Pets:Veterinary"
|
|
parent: "Pets"
|
|
description: "Vet visits, medications, surgery"
|
|
|
|
- name: "Pets:Grooming & Boarding"
|
|
parent: "Pets"
|
|
description: "Grooming, pet sitting, boarding kennels"
|
|
|
|
# ============================================================
|
|
# TRAVEL & HOLIDAYS
|
|
# ============================================================
|
|
- name: "Travel & Holidays"
|
|
parent: null
|
|
description: "Travel and holiday expenses"
|
|
|
|
- name: "Travel & Holidays:Accommodation"
|
|
parent: "Travel & Holidays"
|
|
description: "Hotels, Airbnb, holiday rentals"
|
|
|
|
- name: "Travel & Holidays:Flights & Transport"
|
|
parent: "Travel & Holidays"
|
|
description: "Airfares and transport"
|
|
|
|
- name: "Travel & Holidays:Flights & Transport:Airfares"
|
|
parent: "Travel & Holidays:Flights & Transport"
|
|
description: "Domestic and international flights"
|
|
|
|
- name: "Travel & Holidays:Flights & Transport:Car Hire"
|
|
parent: "Travel & Holidays:Flights & Transport"
|
|
description: "Rental cars, car hire"
|
|
|
|
- name: "Travel & Holidays:Activities & Tours"
|
|
parent: "Travel & Holidays"
|
|
description: "Tours, attractions, activities"
|
|
|
|
- name: "Travel & Holidays:Holiday Spending"
|
|
parent: "Travel & Holidays"
|
|
description: "Meals, shopping, misc while on holiday"
|
|
|
|
# ============================================================
|
|
# GOVERNMENT & ADMIN
|
|
# ============================================================
|
|
- name: "Government & Fees"
|
|
parent: null
|
|
description: "Government charges and official fees"
|
|
|
|
- name: "Government & Fees:Fines & Penalties"
|
|
parent: "Government & Fees"
|
|
description: "Fines and late fees"
|
|
|
|
- name: "Government & Fees:Fines & Penalties:Traffic Fines"
|
|
parent: "Government & Fees:Fines & Penalties"
|
|
description: "Speeding, parking, traffic infringements"
|
|
|
|
- name: "Government & Fees:Fines & Penalties:Other Fines"
|
|
parent: "Government & Fees:Fines & Penalties"
|
|
description: "Library fines, other penalties"
|
|
|
|
- name: "Government & Fees:Licences & Registration"
|
|
parent: "Government & Fees"
|
|
description: "Licences and registrations"
|
|
|
|
- name: "Government & Fees:Licences & Registration:Driver Licence"
|
|
parent: "Government & Fees:Licences & Registration"
|
|
description: "Licence renewal, learner's permit"
|
|
|
|
- name: "Government & Fees:Licences & Registration:Professional Registration"
|
|
parent: "Government & Fees:Licences & Registration"
|
|
description: "Trade licences, professional registrations"
|
|
|
|
- name: "Government & Fees:Legal & Professional"
|
|
parent: "Government & Fees"
|
|
description: "Legal fees, solicitors, conveyancing"
|
|
|
|
# ============================================================
|
|
# DEBT & SAVINGS
|
|
# ============================================================
|
|
- name: "Debt Payments"
|
|
parent: null
|
|
description: "Loan and debt repayments"
|
|
|
|
- name: "Debt Payments:Personal Loans"
|
|
parent: "Debt Payments"
|
|
description: "Personal loan repayments"
|
|
|
|
- name: "Debt Payments:Credit Cards"
|
|
parent: "Debt Payments"
|
|
description: "Credit card payments"
|
|
|
|
- name: "Debt Payments:BNPL"
|
|
parent: "Debt Payments"
|
|
description: "Afterpay, Zip Pay, buy now pay later"
|
|
|
|
- name: "Debt Payments:Other Debt"
|
|
parent: "Debt Payments"
|
|
description: "Other debt repayments"
|
|
|
|
# ============================================================
|
|
# TRANSFERS & OTHER
|
|
# ============================================================
|
|
- name: "Transfers & Adjustments"
|
|
parent: null
|
|
description: "Account transfers and movements"
|
|
|
|
- name: "Transfers & Adjustments:Savings Transfers"
|
|
parent: "Transfers & Adjustments"
|
|
description: "Transfers to savings accounts"
|
|
|
|
- name: "Transfers & Adjustments:Investment Contributions"
|
|
parent: "Transfers & Adjustments"
|
|
description: "Super contributions, shares, investments"
|
|
|
|
- name: "Transfers & Adjustments:Internal Transfers"
|
|
parent: "Transfers & Adjustments"
|
|
description: "Transfers between own accounts"
|
|
|
|
- name: "Uncategorised"
|
|
parent: null
|
|
description: "Transactions not yet categorised"
|
|
|
|
rules:
|
|
# ============================================================
|
|
# COMMON GROCERY STORES (Australia)
|
|
# ============================================================
|
|
- type: category
|
|
name: Woolworths → Groceries
|
|
patterns: [Woolworths, WOOLWORTHS]
|
|
category: Food & Dining > Groceries
|
|
confidence: 95
|
|
|
|
- type: category
|
|
name: Coles → Groceries
|
|
patterns: [Coles, COLES]
|
|
category: Food & Dining > Groceries
|
|
confidence: 95
|
|
|
|
- type: category
|
|
name: Aldi → Groceries
|
|
patterns: [Aldi, ALDI]
|
|
category: Food & Dining > Groceries
|
|
confidence: 95
|
|
|
|
- type: category
|
|
name: IGA → Groceries
|
|
patterns: [IGA]
|
|
category: Food & Dining > Groceries
|
|
confidence: 95
|
|
|
|
labels: []
|
|
|
|
tax_tracking:
|
|
detailed_expense_tracking: true
|
|
receipt_tracking_enabled: true
|
|
|
|
alerts: []
|
|
|
|
dependencies:
|
|
requires: []
|
|
conflicts_with: ["minimal", "standard"]
|
|
|
|
metadata:
|
|
created: "2025-11-23"
|
|
version: "1.0.0"
|
|
author: "Agent Smith"
|
|
priority: 0
|
|
category_count: 186
|