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I use YNAB, which makes you categorize every transaction. All reimbursable spending and reimbursements go into a separate category. This also makes it easy to fill out expense reports. It’s not great for the investment side, but I basically only have VTSAX anyway so I have limited use for personal capital
Mint for expenses and budgeting. Personal Capital for investments
That’s exactly what I do.
What about mint.com with a card dedicated to reimbursements? Just don’t link that credit card to your account. When you get the reimbursement into your bank account, it will be on mint but then you can classify just that transaction, and not all of them.
Admittedly, I don’t get into the credit card points game, however, my understanding is you wouldn’t really notice a difference if you used a chase freedom card for either personal or reimbursable expenses, and the CSR for the other, as long as you transfer the points from freedom to CSR before redeeming.
I second YNAB and I don’t really have too many reimbursements to worry about. Categorizing every transaction sounds cumbersome but the app is very intuitive and you can fly through them either daily or save until the end of the week to categorize.
In Mint you can create a custom tag and then set a rule to hide any transaction with that tag from your income/expense trends, graphs, etc.
I use mint for tracking these expenses and you can have reimbursements just offset business expenses. When viewing trends it will just appear as a net zero summation which doesn't through off your analysis.
Very helpful! Sounds like mint is the easiest tool for keeping track and ignoring expenses