Budget Categories (Optimized for Taxes!)


Looking to set up your budget? These tax-focused budget categories (from a CPA) will help you to optimize your budget for tax time!


This comprehensive list of budget categories helps you to optimize and set up your own budget. At tax time, you’ll be so glad you separated tax-related items from other budget items (maybe it’ll even be a breeze?!).

These budget categories match those in the other personal finance spreadsheets offered in the shop, so you’re getting the exact categories I personally use and recommend.

Note: Included are both PDF and Excel files (so you can copy and paste if desired!).


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