Suggestions

:speech_balloon:

Model living expenses as a roll up of individual expenses

Allow adding the constituent parts that make up living expenses. e.g. I have X thousand a month onto of my mortgage. but I would like to manage each outlay individual so I can tweak what happens with them. Wrapping them all up as a top-level expenses will get really busy

26 votes

Tagged as Suggestion

Suggested 20 April 2022 by user Dominic Hopton

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  • 20 April 2022 Dominic Hopton suggested this task

  • 21 April 2022 Kyle Nolan approved this task

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    Same with other things like property taxes, house maintenance etc.

    30 March 2024
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    Home Expenses does this now (Maintenance, Improvements, Insurance, Real Estate Taxes).
    I could see it being useful for other categories like medical (Health Insurance, Dental, Vision, deductible/out-of-pocket expenses).

    It could display just like Home Expenses, so you could group related expenses or not in the chart options.

    So maybe the feature is an Expense Group, which would let you add sub expenses like we do now for Home Expenses.

    25 June 2025
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    Yes, would love this too. Right now I keep a separate Numbers spreadsheet with individual categories and subtotals, so I can remember what is included in each main Expense in PL.

    26 June 2025
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    This is really needed. Look at Boldin for a good example.

    25 August 2025
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    Some type of hierarchy would be a nice feature as well. Allow me to create one expense called Living or Non Discretionary expenses but allow me to drill down or open up this expense to see individual expenses but keep them consolidated in a high level view like in cash flow.

    10 November 2025