MF-04
Expense Categorization Starter
Organize one month of spending into a small category list and an unresolved list. — method, worked example, fillable working sheet, and closeout.
What’s free
A four-page tool: method with worked example, fillable expense sheet, and closeout. Direct download — no email gate. Categories support operating questions; they do not set tax treatment.
How to use this week
1) Use one account and one month of records. 2) Define a few categories with an inclusion rule. 3) Categorize transactions and park unknowns. 4) Review the unresolved list before treating the month as closed.
Direct downloads
No email gate. Files download immediately.
For personal or internal business operations use. Not for resale. Not professional financial, tax, medical, or investment advice.
First-step files are short staging artifacts. AFI Ops may replace them with approved binaries before any production release.
Deeper pathways
Operational Baseline is the pathway when categories need to become a weekly money cadence. No prices; contact AFI. Not tax or accounting advice.
Related solutions
- AFI Operational Baseline — Install a clear operating baseline so decisions and cadence stop living only in your head.
Need help putting this in place?
Contact AFI to talk through fit. No prices are listed here.
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