Budget Categories (Optimized for Taxes!)

This free printable helps you to set up your own budget categories in a tax-optimized way. 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 exactly match those in the other personal finance spreadsheets offered in the shop, so you're getting the exact categories I use and recommend.

Note: I've included both a PDF version and an Excel version (so you can copy and paste if desired!).