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dorgo | 1 month ago

have a "Costco purchases" sub-category for "groceries". If you ever feel differently, just move it to "home". Your system has to support this though. I did multiple re-organisations in the last 10+ years.

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dfee|1 month ago

Maybe the right way to do this is to only track accounts, and no tracking of individual txns?

Importing and tracking 401k contributions and stock dividends across multiple brokerage accounts - and then trying to handle timing differences (money in flight)… oof