122 lines
2.8 KiB
Plaintext
122 lines
2.8 KiB
Plaintext
name: Minimal Foundation
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layer: foundation
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description: |
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Simple, broad category structure for basic expense tracking.
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Best for people who prefer simplicity and don't need detailed breakdowns.
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20 top-level categories covering essential expense areas.
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categories:
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# Income
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- name: "Income"
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parent: null
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description: "All income sources"
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# Housing & Home
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- name: "Housing"
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parent: null
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description: "Rent, mortgage, rates, home expenses"
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- name: "Utilities"
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parent: null
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description: "Electricity, gas, water, internet, phone"
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# Food
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- name: "Food & Dining"
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parent: null
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description: "Groceries, restaurants, takeaway"
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# Transportation
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- name: "Transportation"
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parent: null
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description: "Fuel, public transport, vehicle costs"
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# Health
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- name: "Healthcare"
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parent: null
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description: "Medical, dental, pharmacy, Medicare gap"
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# Personal & Lifestyle
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- name: "Personal Care"
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parent: null
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description: "Haircuts, cosmetics, toiletries"
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- name: "Clothing"
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parent: null
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description: "Clothes, shoes, accessories"
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- name: "Entertainment"
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parent: null
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description: "Movies, streaming, hobbies, recreation"
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- name: "Education"
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parent: null
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description: "School fees, courses, textbooks"
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# Financial
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- name: "Insurance"
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parent: null
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description: "Health, car, home, life insurance"
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- name: "Banking & Fees"
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parent: null
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description: "Bank fees, account charges, ATM fees"
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- name: "Debt Payments"
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parent: null
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description: "Loan repayments, credit card payments"
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# Discretionary
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- name: "Shopping"
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parent: null
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description: "General retail, online shopping, household items"
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- name: "Gifts & Donations"
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parent: null
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description: "Presents, charity donations"
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- name: "Pets"
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parent: null
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description: "Pet food, vet, supplies"
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# Special
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- name: "Travel & Holidays"
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parent: null
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description: "Flights, accommodation, holiday expenses"
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- name: "Subscriptions"
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parent: null
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description: "Streaming, memberships, recurring services"
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# Other
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- name: "Government & Fees"
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parent: null
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description: "Rates, fines, registration, licences"
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- name: "Uncategorised"
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parent: null
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description: "Transactions not yet categorised"
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rules: []
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# No rules in foundation - rules come from primary/living/additional templates
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labels: []
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# No labels in foundation
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tax_tracking:
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basic_expense_tracking: true
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alerts: []
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dependencies:
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requires: []
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conflicts_with: ["standard", "comprehensive"]
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note: "Foundation templates are mutually exclusive - choose only one"
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metadata:
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created: "2025-11-23"
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version: "1.0.0"
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author: "Agent Smith"
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priority: 0 # Lowest priority - applied first
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category_count: 20
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